First and Last Word on Metals and Mining

Monthly Archives: December 2011

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This past pre-holiday week may have been a slow one but there was still some mild excitement in the markets … unfortunately it was mostly the negative kind featuring tax loss selling and more bearish sentiment for commodities and hard … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 10 Comments

Not so much a model portfolio but rather a filter for rare earth stocks that reflects our research in the sector, our Rare Earth Basket maintained in Collective2 has suffered along with the general decline in speculative juniors (of which … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Rare Earths | 24 Comments

It is that time again: a review of our portfolios to see what has worked and what hasn’t in 2011, and more importantly, what we think will work and what won’t in the period immediately ahead. Unfortunately there are several … Login or Subscribe to read more →

Posted in Alert Flag, Analysis, Member Only, Model Portfolio, Trading | 0 Comment

Santa has placed coal in the stockings of many junior mining investors this year. Prices remain ridiculously weak as tax loss selling looks to extend until the very last possible moment — this Friday for Canadian stocks. The bad mojo … Login or Subscribe to read more →

Posted in Gold Market, Market Update, Member Only, Technical Analysis | 15 Comments

Good news for many of you! We have decided to do a weekly update for subscribers in order to highlight the most important new content posted on the website. We have long recognized that the blog format is not always … Login or Subscribe to read more →

Posted in Member Only, Weekly Update | 14 Comments

The recent drop in gold, silver and risk assets in general is largely due to market disappointment that neither the Eurozone central banking system nor the U.S. Federal Reserve are willing to completely throw caution to the wind (yet) by … Login or Subscribe to read more →

Posted in Alert Flag, Gold Market, Market Update, Member Only, Speculative Trading Ideas | 12 Comments

Much has been made recently about the “negative gold lease rates” derived from the London Bullion Market Association (LBMA) statistical gold and silver data. For example, there was coverage here and here late last week claiming that banks are having … Read More →

Posted in Charlatan Exposed, Gold Market | Tagged , , | 18 Comments

This month we’ve broken down our track record into more detail by plotting performance against a chosen benchmark for each of our Collective2 accounts as well as our corporate account. Portfolio Performance As of November 30, 2011 In the chart above we … Login or Subscribe to read more →

Posted in Collective2, Member Only, Model Portfolio, Track Record | 24 Comments

It was announced late yesterday by Kinross (NYSE: KGC; TSX: K) that after years of wrangling the Ecuadorean government headed by Rafael “Hugo-Lite” Correa is finally almost ready to conclude negotiations on the very first mining license since the passage … Read More →

Posted in Analysis, Development Plays, Exploration Plays, Mining Equities | Tagged , , , , , | 10 Comments

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