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Volatility and velocity are two words that are now an integral part of the market watcher’s vocabulary. February is a short month but wild swings in the market have been fast and furious. With so many swift moves in such a short period of time the passive investor has more than one reason to come out of hibernation.

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Meet the hosts

Fergus Hodgson is the chief executive of Antigua International, a consulting firm that connects the Americas, and he is the roving editor of Gold Newsletter. Originally from New Zealand, he has been a nomad for the past eight years, and his personal blog is the Stateless Man.
Brien Lundin is president and CEO of Jefferson Financial, which publishes Gold Newsletter and hosts the New Orleans Investment Conference. He has four decades of experience in investment markets.

discussions

  • Currently Central Fund of Canada (symbol: CEF) is trading at a 6.1% discount to NAV: http://www.centralfund.com/Nav%20Form.htm The fund is roughly half gold/half silver.  At times the NAV can get to 5+%, so if you buy at a discount like this, it can be very rewarding.  Owning physical is great of course, but if you’re looking to add more to your holding, this is a smart way to do it.

    Jump to Discussion Post 11 replies
  • This question goes out to everyone’s favorite Gold Bug, Rick Rule: I’ve recently looked into the lithium market as a potential to play off the possible future increase of lithium ion batteries in the automotive and power sectors. Do most of the rules that you teach in doing diligence for speculative gold mining plays apply for lithium mines as well? Have you looked into lithium mining prospecting yourself? Thanks so much!   Travis

    Jump to Discussion Post 4 replies
  • Hi there! Can anyone give me some initial advice on where and how to purchase and store physical gold? I’ve never done this before and I figure this is probably the most trustworthy forum for such advice. A bit about my situation. I’m from the UK (Northern Ireland) and have bought gold coins in the past but these were always delivered to me and are in my own possession. I want to buy and store a much larger amount as safely as possible because holding this gold myself is not really an option. My reasoning is that I am considering selling my house and travelling around the world on a motorbike. Ultimately I would like to buy a rental property somewhere that would provide me with some passive income while I travel but would probably rule out the UK. This means I need to put the value somewhere in the mean time and it certainly is not going to be put in a bank! Thanks

    Jump to Discussion Post 22 replies
  • Hi all, A while back I took to this forum, among others, to try and understand the techniques to valuing a natural resource company. I have a lot of suggestions for resources if anyone wants some insight into the learning process. I’ve learned a lot in that time, and as of a week ago, I produced my first valuation of a company. If anyone wants to take a look at the end product, you can find it over at SeekingAlpha (http://seekingalpha.com/article/4054512-bear-creek-mining-value-investing-analysis), or in the document attached to this post – for whatever reason, liberty.me was troublesome in uploading images, so I couldn’t repost the text here. Would love to hear some criticism or feedback from anyone to improve for next time. I think for my next valuation, I’ll pick a mid-tier or senior producer so I can apply both junior mining valuation concepts learned here with the accounting/financial statement valuation concepts I’ve learned at school. Cheers, Mac

    Jump to Discussion Post 2 replies
  • Speculators, Take a look at the recent Precious Metals Summit for 2016. It has a vast amount of company presentations but consider paying particular attention to the Ross Beaty interview and the other keynote presentations.   http://www.gowebcasting.com/conferences/2016/09/14/precious-metals-summit

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