
Extended General Commentary
ALL VALUES IN US DOLLARS One of the biggest differences between a professional and an amateur is that a professional is willing to bet a lot to win…
ALL VALUES IN US DOLLARS One of the biggest differences between a professional and an amateur is that a professional is willing to bet a lot to win…
On 16 April, we sold Cerrado Gold and Maritime Resources with gains of 73% and 63% respectively. The levels at which we exited the stocks had implied probabilities…
I sold Pantheon Resources this morning for a return of 103%. Its long-term betting edge has dropped to -260%. Anglo American Platinum has preserved its positive betting edge…
We have been buying Barrick aggressively. It now represents 6% of the precious metals fund. The company’s $1B share buyback program, 2.4% yield, multi-$B debt reduction, robust capital…
Corsa dropped on a soft 1st Quarter just as Australian Low Vol Coking Coal Prices firmed up. Developments at Casselman, Acosta and Schrock Run Extension are positive. It…
INSTRUMENT WEIGHTING OSISKO DEVELOP COMTRIGON METALS INC COMB2GOLD CORP COM1911 GOLD CORPORATION COMFREEGOLD VENTURES COMROYAL HELIUM LTD COMSIBANYE STILLWATER LTD ADR SPONSOREDSUMMA SILVER CORP COMGOLDSTORM METALS CORP COMGUANAJUATO…
NAME WEIGHTING AMERICAN CREEK RESOURCE COMB2GOLD CORP COMBEAR CREEK MINING CORPORATION COMCERRADO GOLD INC COMCANSTAR RESOURCES INC COMDORE COPPER MINING CORP COMELEVATION GOLD MINING CORP COMFIRST MINING GOLD…
NAME ABE DEV ODDS MONEYLINE IMPLIED PROBABILITY CMP 1.38% 26% 1.35 -288 74% HNRG 2% 30% 1.25 -399 79% KEP 1.47% 9% 1.46 -216 68% LINK* 7.43% 41%…
1.) Recognize the difference between picking horses and making wagers in which you have an edge. The only path to consistent profit is to exploit the discrepancy between…
We covered our short in silver yesterday at expected value. Below you will find a sample of instances where the market has overpriced the odds of continued loss.…
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