Tag Archives: Inflation

Posted on by

Drill Baby, drill + new research report “Trump Trade 2.0”

One of the expectations for the second term of president-elect Donald Trump is that “dirty” energy will see a huge revival due to pushing back the strict ESG policies of the current administration. Less wind and solar and back to more oil, gas and coal, maybe with nuclear mixed in. However, despite the perception being that Trump is good for oil and gas producers, the above would be exactly the opposite as more supply means lower energy prices. Will we see aggressive drilling and lower energy prices or shall we prepare for something entirely different? All my members receive my latest stock idea, my second “Trump Trade” which should be a big beneficiary either way.

Continue reading →
Posted on by

Silvercrest buyout – is Discovery Silver the next in line?

Last Friday it was announced that my former silver mining stock idea for my members, Silvercrest Metals, will be acquired. Great on one side, as it confirms through my research work to have found a great company. I had laid out that Silvercrest might be an acquisition target one day due to its high-quality mine in Mexico. Bad on the other, as I obviously closed my case too early at “only” +85.1%, leaving some performance on the table. There’s another interesting silver miner in Mexico, sitting not less than on the world’s biggest undeveloped deposit. Is this an even better Silvercrest in the making?

Continue reading →
Posted on by

What most investors get wrong about gold stocks + new research report

There are three things the majority of investors fail to understand with regards to gold stocks. The first is gold is NOT THE hedge against inflation and thus gold stocks not even better hedges. The second is with higher gold prices, NOT ALL gold stocks go up exponentially. The third is the evergreen that all gold stocks are heavily undervalued by the stupid market and great buying opportunities. I am going to take these beliefs apart. My Premium PLUS members receive on top my best gold stock idea after I have already had a golden hand with my silver pick (for all my members). If you read until the end, I have a small gift for you.

Continue reading →
Posted on by

Namibia – the new and better Guyana? + new research report

Although ever since the predictions and paroles have been that the world is running out of oil soon, from time to time big new discoveries have been made. Brazil has vast known reserves that could last for 50 years. Offshore the coast of neighboring Guyana, a reservoir of an estimated double digit billion barrels of oil equivalent is being already extracted. There’s a good chance, Namibia, a country in Southwest-Africa, could become the “next Guyana” – maybe even a better one!

Continue reading →
Posted on by

Time to look at gas + new research report

Energy in general is a hotly debated and controversial topic. But when it comes to natural gas, it can become extreme, especially if you mix in liquefied natural gas – or in short: LNG. For long, I have been sitting on the sidelines regarding this market. But I feel now is the time to not only write a Weekly, but also a research report for my members about it – as a hedge from a European perspective. As a bonus, I estimate a 10% dividend yield to be announced next week from my latest pick.

Continue reading →
Posted on by

Not all that glitters is gold – a critical look at Barrick Gold

Everyone who engages with gold mining companies, very early stumbles upon Barrick Gold. It’s a household name and a darling of many. Even though the company describes itself as “world class”, the performance of the underlying business has been terrible – no understatement. There are so many myths about gold, silver and miners that I want to clean up with another such. It is not always the go-to strategy to just pick a household name, assuming size is all that matters.

Continue reading →
Posted on by

Why I am skeptical about the “safe copper bet”

Who hasn’t heard of it, yet? The price of copper, together with the respective miners, can only see one way: up, up and upper! This thesis is based on the ongoing electrification of our society. Where there is electricity, copper is needed. More electricity demand = more copper demand, right? What sounds plausible, has some weak points to it. Actually, I am even skeptical that this will play out in the way that the majority thinks, at the very least in the short to medium term.

Continue reading →
Posted on by

Update to my first silver Weekly + new research report

Almost exactly a year ago I published a Weekly with the question whether it was the right time back then to buy silver. I rather referred to silver in physical form, respectively via ETFs which hold it in physical form, as I had difficulties in finding an investable stock of a producer that fit my strict quality filter. This industry is still a mess, as many miners are actively destroying shareholder value and / or are having difficulties with their costs, but also declining reserves.

Continue reading →
Posted on by

Why you should prefer low-cost commodity producers + new research report

While my statement from the headline might sound as obvious as brushing teeth each day, there are indeed also proponents of buying shares of companies that have among the worst economics – not the best. This is then justified by a higher operating leverage, should commodity prices rise, due to then disproportionately higher improvements in the financial statements. Here’s what you should know.

Continue reading →
Posted on by

A silver lining for Argentina? A look at YPF + new research report

Argentina is mainly known as a nation being in perpetual crisis mode. Besides beef, wine and tango, among the first thoughts that likely come to one’s mind are debt, economic hardship and hyperinflation. Needless to say that in such an environment you won’t find a booming economy. However, many Argentine stocks or those with a vast exposure to this market, have been rising over the last months. Is a (massive) turnaround in sight?

Continue reading →