Santa Barbara Gold | 3 August 2026
As promised, I am releasing my presentation, audio (to listen in the car), and transcript for download from my presentation at Weird Shit. This is...
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
430 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
531 Views
Notes from the Silk Road: Australia &Â Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
346 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
2.1k Views