Strategies

Market timing is important, but over the long run, company selection is more important...Here are the three most important factors to consider when selecting junior gold (and silver) companies.

This article discusses the distinctions between corrections and recessions, the definition of each, and publicly available metrics to help investors use probabilistic decision making.

I believe that we are at the end of a very major economic cycle. Not only are markets insane, but so are deficits, debts and currency debasements but also moral and ethical values have now vanished into thin air and been replaced by lies, deceit and the golden calf. We are now in a very critical period for the world since excesses of the magnitude we are now seeing must be corrected... and the corrections will be of a similar magnitude to the rise but happen much quicker. We are talking about falls of 90% or more in all major asset and debt markets. [Let me explain.]

Consider long-term stock warrants in companies that offer that alternative versus purchasing their common shares for historically higher returns.

There are over 180 cognitive biases that interfere with how we process data, think critically, and perceive reality. Today’s infographic comes to us from School of Thought, a non-profit dedicated to spreading critical thinking. The graphic describes 24 of the key biases that warp our sense of reality, providing useful examples along the way.

Rarely do I see others writing about stock warrants so I was delighted when Marin Katusa went into detail describing the benefits, as well as the potential risk factors, with warrants as outlined below.

By amassing large data sets, and linking different economic data sets with each other, you can find patterns within the data and I believe that this helps me to predict the markets.

The Opportunities & Risks Index has been an extremely accurate bottom predictor over the past decade and has also been a good predictor for future corrections.

Diversification allows us to either reduce risk for the same level of expected return or increase expected returns for the same level of risk and below are arguments for diversifying across stocks, across countries, and across asset classes.

Inflation might be transitory, it might also be here to stay so make sure your portfolio is ready for whatever happens.