An NHL hard cap has a lot of parallels to portfolio management for the individual investor.
2022 Metals and Mining Year in Review
If you want to skip to the point it’s this: Too many trades for too little return.
December purchases and useful links
Politics will drive returns with these stocks.
Interesting Links from 2022
I get more out of investing interviews where the guest dissects their failures and how they clawed their way back.
Video: Higher metals prices explained
Jeff Christian, managing partner at the CPM group, calls for a recession by 2024, which will be accompanied by higher metals prices and a strong US dollar. This is the definition of stagflation. “Supply tends to be less responsive to interest rate changes, so the Fed can try to quell demand and cool inflationary pressure, […]
Senvest Capital exits crypto investment
The management discussion and analysis outlines why the position was sold even though Senvest still believes in the underlying technology.