Articles | Trader/Analyst

Mar 29, 20195 min read

Still A Gold Bull

What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...

Feb 4, 20191 min read

Originally published in TDV February 2019 issue In the TDV Trade Alert published on December 26, I recommended 5 stocks as short-term...

Dec 25, 20182 min read

Originally published in TDV December 2018 issue 'Tis the time of the year when investors engage in portfolio pruning - taking tax losses...

Dec 15, 20185 min read

From a recent news story: “China’s USD denominated High Yield Total Return Index is down -14.88% YTD. This is the second worst year since...

Dec 10, 20184 min read

Wheaton Precious Metals started out as Silver Wheaton in 2004, pioneering a new business model in the mining space. The company does not...

Nov 15, 20187 min read

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Oct 23, 20183 min read

Originally published in TDV October 2018 issue Idea in a nutshell: Goldcorp is releasing its Q3 results after market close today. The...

Feb 25, 20172 min read

What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it...

Feb 23, 201711 min read

On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...

Feb 4, 20174 min read

Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...

Dec 20, 20163 min read

Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...

Sep 13, 20163 min read

Way back in 1944, when the world economy was just starting to recover from the effects of World War II, 29 countries got together at the...