Profit Hunting

Down over 100K last night.  Its the largest dollar (not percentage) loss I've ever had. Mostly from metals: 34K from gold, 22K from silv...

Gold is up 10% in the past week and 33% in the past month. Crazy, but not a record.  I'm selling 1/3rd of Equinox.  Its the highest beta...

I bought Silver (SLV) eight months ago as a trade from Hedgeye.  Its up 3 times since then.  It was 2% of my portfolio, now its 5%. When som...

I've held Canadian Natural Resources (CNQ) since late 2022 based on excellent fundamentals.  Its an efficient low-cost producer in a saf...

I made fuckloads of money this year.  A 31% return.  In dollar terms, more than triple what I got from my day job. What worked? Gold: In lat...

 Markets up again, stocks up. Position changes: Sold some South-East Asian stocks.  Moved them into trading the US market.  Buy stuff thats ...

Market is up, portfolio is following it, so I'm happy:   - Gold making new highs: My 2 gold royalty stocks (sandstorm and EMX) have rece...