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.
I recently launched a Premium Edition of the True Vine Letter. Premium is a strategic investment letter and research service designed for the do-it-yourself investor or professional looking for investment opportunities across multiple industries and countries.
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.
True Vine Investments is now offering two types of portfolio services dedicated exclusively to the industrial metals mining sector.
Owning longer duration bond funds in the current environment is dangerous. History confirms this. In this Letter, I explain an important element of my current strategy for navigating the bond market.