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Gamma Play on a Rigged Field
Originally published in TDV Jan 2021 issue and edited for clarity I'm going to analyze the GameStop saga by looking at the brokers' moves...
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Jan 31, 20214 min read


Trade Alert: Oil Tankers
Originally published in TDV in April 2020 The recent oil price collapse is being exacerbated by storage concerns. With storage capacity...
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Apr 21, 20207 min read


TDV Uranium Portfolio Update
Originally published in TDV in April 2020 Cameco has signaled the bulls about a weakness in the supply chain that it may be able to...
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Apr 8, 20203 min read


US Yields – Lower For Longer
Can interest rates be negative? If you had asked any mainstream economist that question a decade ago, the answer would have been no. He...
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Sep 14, 20195 min read


TDV Trade Alert - Fortuna Silver
Originally published in TDV in September 2019 Fortuna Silver Mines (FSM, TSX:FVI) is one of the junior producers we hold in our TDV...
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Sep 9, 20196 min read


TDV Uranium Portfolio
Originally published at The Dollar Vigilante in collaboration with Ed Bugos Recommendations Buy Uranium Participation Corp (TSX:U,...
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Aug 31, 201914 min read


Skeena: Overlooked Gold Value Play
Skeena Resources (SKE.V, SKREF) is a Golden Triangle (GT) focused explorer. The company optioned the past producing Snip and Eskay Creek...
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Jul 3, 20197 min read


NexGen Energy: Undervalued Uranium Play
Overview NexGen Energy (NXE) is an advanced stage uranium exploration company located in the prolific Athabasca basin in Saskatchewan,...
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May 16, 20196 min read


Red Flags Rising at McEwen Mining (NYSE:MUX)
Note: This report was originally commissioned by a private client with a long-term position in McEwen Mining. Following a material news...
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May 14, 20195 min read


Section 232 Petition: All Hype, No Substance
Background In January 2018, two US based uranium producers Ur Energy (URG, MCap $153.4 million) and Energy Fuels (UUUU, MCap $327.7...
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Apr 10, 20195 min read


Running with the Bulls
Where do we go from here? Bull markets don’t die of old age. Clearly, something is up that is driving equities higher. I don’t know...
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Apr 4, 20194 min read


Still A Gold Bull
What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...
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Mar 29, 20195 min read
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