Consider Bill Hwang’s firm, Archegos, $20 billion dollar margin call a wake-up call.
Best Gold & Silver Ideas
It does not take much analyzing to determine that we like commodities. We have a lot of Oil & Gas, Precious and non-precious metals.
We also have exposure to Blockchain/Crypto in MKTY and Galaxy Digital as well.
Our biggest gold position is in Karora Resources (KRRGF)* Continue reading
We currently own two the companies above. Mechanical Technology (MKTY) and Galaxy Digital (BRPHF) Continue reading
When the company, Galaxy Digital (BRPHF), is mentioned, Co-Founder Mike Novogratz name comes to mind. It is certainly mentioned the most in context with Galaxy Digital. Novogratz was a partner at Goldman Sachs, before becoming a Partner and President of Fortress Investment Group LLC. Mike has served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012 – 2015. Continue reading
LOTM Sharing Ideas and Positions:
SILVER:
Silver has had declining production for about six years with the last four years where demand has exceeded new supply. Demand from Electric Vehicles, Electronic devices and solar – each solar panel has a thin coat of silver will increase demand for silver. Silver is the best conductor of electricity on earth. In addition, investor demand related to the rapid printing of fiat currency, is expected to create rising demand for physical silver. Continue reading
Our goal is to find stocks that double. We think that is rather easy. After all, the majority of stocks, as measured from their annual low price to their annual high price have a 100 percent range in their price pattern. Fitting it into eight months is highly desirable but not so easy to do. “Time” is always the hardest part of the Time & Space formula. We got lucky on the timing in that we bought deep value right before a rotation into commodities to include Nat Gas. Continue reading
