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 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 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 built a database of lower grade, industrial metals focused mining projects with the intention of analyzing them to determine what the necessary ingredients are to produce attractive economic outcomes. This analysis led to some interesting conclusions.
After spending a lot of time over the last few weeks getting into the weeds of the silver market, I have come out as a cautionary bull. In this Letter, I dig into some of the highlights that led me to conclude that the structural supply & demand dynamics for silver point to higher prices in the years ahead.
In this Letter I dig into the supply and demand fundamentals of the gold market. Then, building upon my broader economic and market forecast, I use my findings to produce a forecast for the price of gold out to 2019.