Dan gives a complete update on the trade ideas made in each of the Lifetime Members Only intelligence briefings we’ve held so far…
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We are concerned about a few blemishes forming in this royalty companies’ investment case, so now is the time to take gains.
As meme stocks continue to create havoc for fundamental investors, one way to navigate this new environment is to limit stock positions to carefully chosen companies that you’re happy to hold over the long term, even if they trade lower in the near term. The silver lining in today’s cloudy market environment is that once manias fade, people tend to rediscover classic, time-tested investing principles. For now, Dan gives guidance on all the open positions in the portfolio, including four positions moved from buy status to a hold.
The government of China just made a bold move to transform the map of Asia. As we predicted, China is challenging its neighbors, here’s what investment implications follow…
In this month’s briefing, Jim continued his discussion on the supply chain crisis and its impact on markets. We are invested in companies that are part of the solution to the broken supply chain, including producers of fertilizer, uranium, oil and natural gas. Meanwhile, we did not have any earnings results in our portfolio this past month. For now, Dan gives guidance on all the open positions, including extended updates on Newmont and Kinross Gold.
