October 6, 2020
Afghanistan has more than $1 trillion in gold and other resources in its reserves, per the Pentagon. That has to make it one of the best places to set up a mining company, right? Unless of course, you have to be a U.K. special forces commander...
October 5, 2020
Ten months ago, I introduced you to a team dubbed the Triple Crown Trio. They’re run by two young, passionate, extremely hardworking people: Max Sali and Brad Telfer. In 2018, they tried to get a check from legendary resource investor Rob Sali. They decided not to go after just any asset. ...
October 4, 2020
What do Miley Cyrus, Winston Churchill and Elon Musk have in common? The answer: Famous family roots. Pop sensation Miley Cyrus, as many of you already know is the daughter of Billy Ray Cyrus. Billy Cyrus became a country music star in the early 90’s but Miley went on to become a brighter shining...
October 2, 2020
“Please Lord, give me one more Gold bull market, I promise I will not waste this one…” Rick Rule, CEO of Sprott U.S. Holdings, on my stage in 2016, talking to a beat up crowd of gold investors. Gold has been on a tear since late March, up 45% in 5...
September 25, 2020
Do you want to to hear something wild? I run a conference company - and we are in the middle of a global pandemic. Yet I am having more fun at work than ever. My favourite part of the conference business is getting up on stage, and having some...
September 17, 2020
Two years in a row at the VRIC, our highlight debate has been Brent Johnson VS Peter Schiff. In 2019 they squared off over interest rates, in 2020 it was the dollar. Both agree on the dollar end game - but Brent is betting on a significant rally before the dollar's eventual...
September 9, 2020
ECLIPSE GOLD MINING CORP. TSX.V EGLD OTC EGLPF Eclipse Gold Mining 5 Critical Facts: 1. Serially Successful Management: Management has delivered over $4.5 Billion in previous acquisitions 2. Strong Balance Sheet: $11M in the bank and no debt 3. Skin in the Game: CEO is the largest...
September 9, 2020
Anyone who reads my letter knows by now that I put people over everything else when it comes to small cap investing. Smart entrepreneurs won’t chase bad projects. Smart entrepreneurs will surround themselves with other brilliant people who fill in their blindspots. Smart...
September 8, 2020
Who’s up for a Story? In March, 2020, when the global pandemic set in and the world recoiled into a liquidity crisis, crashing global markets into a free fall - I started looking for ideas. I knew I was witnessing history, - the kind of history that could make or break a future. I...
September 2, 2020
Buffett’s Next Move This week, Berkshire Hathaway announced positions in 5 Japanese companies with significant exposure to metals and energy. One company in particular, Sumitomo (with roots that date back to the 17th century), increases Buffett’s exposure to...
August 28, 2020
I am going to talk about Warren Buffett. I apologize in advance because the topic of Buffett investing in gold has already been beaten to death - but most of the narratives are either click bait or flat out wrong. Buffet’s $562 Million investment in Barrick Gold...
August 24, 2020
Yesterday I published an interview with CEO Amir Adnani to wrap up our Cambridge House Spotlight on GoldMining Inc. One of the reasons I practice my “People over Everything” investment strategy is because great people attract other great people. In this...
August 19, 2020
Investors and traders are piling into the gold markets. Today I’m going to share with you a gold and royalty double play on my radar. This is one company that you need to take a look at. And, I carefully vet the mining companies that come across my...
August 17, 2020
Years after Michael Jackson died, his estate was paid $750 million to buy out the remaining 50% of his collection of music royalties. The strange thing is, the bulk of his collection of song royalties weren’t even his. He had the rights to over 4,000 songs,...