While we might KNOW the answer to this question, I kind of wanted to put some of the numbers out there for some of the newer investors to the sector. I have done two Palisades interviews, and for the most... Continue Reading →
I listen to a LOT of people on YouTube. I think the one, to me, who has been pretty accurate with a mix of charts and macros is David Brady. Now, any prognosticator out there has hits and misses. The... Continue Reading →
Here is where you can listen to the Don interview. Jeff can be found here. What I found interesting was that Don is picking producers and developers (assuming higher metals prices) and Jeff is picking drill stories (using current prices... Continue Reading →
Many of you in the business for many years can either pass on this - or share with some of your followers/subscribers. The idea for this came from this tweet to me the other day. Concept - buy and sell... Continue Reading →
(updated 10/30 0600) I initially quickly wrote this up on a lunch break but wanted to add a little more. This article was inspired by a conversation I had on Twitter this morning while caring for a sick child napping... Continue Reading →
Most people reading this from Twitter are learning a lot about PMs as we go. I had 4 years of MBA studies at 3 schools before finishing it (moving has a way of stopping your grad school for some reason)... Continue Reading →
This is a shorter blog, as the title tells the story pretty clearly. Have most of you observed what I have this week? "These "experts" are idiots and I'm done with them""No one really knows""I think TAs are trying to... Continue Reading →
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