We have to ask ourselves what’s going on in the world today, and the answer is pretty simple. Central banks have pushed so much liquidity into the system that everything looks great since technology plus huge investments thanks to low borrowing costs has kept prices down.
I recently discussed how silver looks good from a risk reward perspective, so it’s appropriate to discuss some silver miners to see if there are good investing opportunities or if it’s better to accumulate physical silver or exchange traded silver products.
In today’s article, I’ll discuss the top 2 holdings of the iShares MSCI Global Silver Miners ETF.
Wheaton Precious Metals (NYSE: WPM)
Once called Silver Wheaton, this precious metal streaming company invests in various mining projects where it earns royalties for as long as the mine is operating. More →
Introduction
We know that stocks are generally overvalued and that small caps usually outperform other stock market segments, albeit with more volatility. Now, there has been a lot of talk about how even small caps are overvalued and are a part of the stock market to definitely avoid even if it’s tempting to search for opportunities where Wall Street is renowned for missing them. More →
Probably the best book out there for long term investors is Benjamin Graham’s book, The Intelligent investor. However, the most recent publication is from the 1970s, so I’ll go through the book in a series of articles in order to extract what is still relevant.
Believe me, there’s still plenty of relevant material, especially in this market. This will allow us to compare the current market with essential value investing wisdom and perhaps improve our risk reward perspective on things.
Let’s start with chapter 1, Investment Versus Speculation: Results to be expected by the Intelligent Investor. This chapter discusses the appropriate portfolio policy for the individual investor, an everlasting topic. More →
I like to have some gold miners in my portfolio as a hedge against future possible crazy monetary policies. Let’s say that it helps me to sleep well at night.
I’ll do an update on gold soon but before I do, I want to share my thoughts on silver. Many see gold and silver as equals which leads them to believe that silver is extremely undervalued and overlooked.
Let’s dig into the supply and demand trends for silver and the main trends surrounding silver in general in order to see whether silver is like gold or if it is perhaps better or worse.
Silver Price, Demand & Supply
Silver prices, hovering around $16 per ounce, spiked in 2011 and are now 4 times above the levels of the 1990s. So there’s room to rise, but also room to fall. More →
Introduction
This past weekend, I discussed Ford from a cyclical sector perspective but there is so much going on in the automotive sector making it a much different environment from what it has been in the last 100 years.
Today, we’ll discuss what’s changing in the automotive industry and how that will impact producers over the next 10 years. The secular trends I discuss in this video are the shift from internal combustion engines to electric-powered, the shift from active-drive to autonomous, and the shift from user-owned to drive-for-hire services, think of Uber, Lyft, Didi, etc. More →
Introduction
There’s one extremely strong wind of change blowing. The 9 year period of practically free money is ending and you should have a safe portfolio considering.
I’m going to put things into perspective by discussing Tesla, Bitcoin, tariffs on European cars, and Toys R Us. Let’s start with Tesla. More →
Introduction
In my last few articles I’ve discussed the macro view on going short, the micro view on what to look for, and why you shouldn’t even think about going short. But if you’re still interested in going short, this article will go more into detail on the process of going short and will also discuss a few shorting/hedging opportunities to see what the returns could be, and most importantly, what the risks are. More →
Why Is Ford So Cheap?
Many see Ford (NYSE: F) with a price to earnings ratio of just 5.6 and a dividend yield of 5.66% as an extreme bargain. That might be true at first glance, but those who think so haven’t seen economic cycles. More →
It might be tempting to short the market or a stock but before doing that, one must understand the risks. In this part of my article series on how to short stocks, I’ll show you why most people shouldn’t short and what the dangers are of doing so.
When You’re Short On Time & Nature Is Working Against You
Buffett always says that the average investor should invest in stocks over a long period of time and that he or she will do fine by doing so. Why is he so sure about that? He is sure about that because through time, there will be dividends coming and the economy will grow. More →
