I have decided to start publishing my Quarterly Client Update Letters as True Vine Letters.
If I had to buy only 1 bond fund today and hold it for 15 years. This would be it.
In this Letter, which is sample research material from the Premium Edition of the True Vine Letter, I hone in on the fundamental reasons why shares of Largo Resources are poised to move higher.
In this True Vine Letter I shake things up a bit with my recent review of The MIning Investor’s Handbook by Robin Bromby. It was my first book review and I thoroughly enjoyed it.
I recently went on the Seeking Alpha Marketplace Roundtable Podcast to discuss my investing approach and opportunities with industrial metals and miners.
In this Letter, an excerpt from the Premium Edition, I provide an overview of the semiconductor capital equipment industry. Semi-caps produce the equipment used to create the building blocks of the new technologies we use every day.
In this Letter, an excerpt from the Premium Edition, I look at some reasons why I think an important bottom is forming for developed stock markets.
I recently participated in Seeking Alpha’s year-end roundtable focusing on small capitalization stocks. In this brief Letter, I highlight one aspect that I found most interesting.
The US stock market is down about 15.5% from its late September high and about 7.5% from the beginning of the year. In this Letter, I put things in perspective and share my thoughts on why it happened and where we are headed.
I recently went on Palisade Radio to discuss my views on uranium, base metals, and vanadium with host Collin Kettell.