Performance from August 1, 2020, to present:
Small – no tiny mining companies have been thrown down to prices that you can say – all they have to do is survive and you will make money. In accounts related to LOTM, we own these companies and love them. Yes, sure they could go lower, but are they going out of business? A high probability statement – they are not. Nothing is certain except – what, death and taxes? I believe in reincarnation and tax havens.
Here are five tiny miners LOTM considers Dirt Cheap.
Perhaps the hottest discovery company in the world for high grade silver at depth and width. 1,000 oz discoveries at width are common. 1,000 is a kilo. In the September 9th announcement they found almost 3 kilos in a ton of rock. Bonanza grade! Vizsla is an exploration company with production at least three years forward. That’s ok. Silver in the ground is not that different than silver in a safe. Resource report coming before year end is expected by LOTM to be Excellent. Now being consider a possible number one silver resource globally. A LOTM: Ten under $10 for the Double holding. Continue reading
I am Sorry.
In the original version of “Trader’s Resource for Select ETF Trading,” sent October 13, the linkes in the spread sheet do not work.
For those of you interested in receiving the active link version, please send an email to money@LivingOffTheMarket.com with traders resource in the subject line. I will get you the version with active links. Continue reading
Our theme for the foreseeable future is based on rising interest rates, a rising commodity cycle and an Emerging Market outperforming US stock markets, once the US Dollar starts correcting.
I have set up a resource grid below that you can keep and continually check for the timing of ETFs in groups that LOTM favors at this time.
Continue reading
Gatos Reports Record Quarterly Production for the Third Quarter of 2022,
Increases Production Guidance and Lowers Cost Guidance for 2022.
This week was a great example of Dollar down/stocks-up on Monday and Tuesday with Thursday and Friday being Dollar-up/stocks down. Cannot show the correlation any clearer. Continue reading
Putting those two headline facts together, tells me we are not going to stop using oil and gas any time soon. Supply constraints from USA regulations, a war that is sucking energy and limiting global supply, combined with last week’s OPEC reducing production because the USA foreign policy blunder in favoring Iran over Saudi Arabia, tells me oil and gas pricing is cheap at its current level. Industrial production curtailments of steel, aluminum smelters, and Petrochemical (BASF) production curtailments in Germany is creating more bottlenecks and shortages. Continue reading
