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TDV Trade Update: Tax Loss Season Buys
Originally published in TDV February 2019 issue In the TDV Trade Alert published on December 26, I recommended 5 stocks as short-term...
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Feb 4, 20191 min read


Tax-Loss Season Buys
Originally published in TDV December 2018 issue 'Tis the time of the year when investors engage in portfolio pruning - taking tax losses...
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Dec 25, 20182 min read


Buy China A Shares (CAF)
From a recent news story: “China’s USD denominated High Yield Total Return Index is down -14.88% YTD. This is the second worst year since...
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Dec 15, 20185 min read


Buy Wheaton Precious Metals (WPM)
Wheaton Precious Metals started out as Silver Wheaton in 2004, pioneering a new business model in the mining space. The company does not...
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Dec 10, 20184 min read
Test Test Test
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Nov 15, 20187 min read


TDV Trade Alert - Goldcorp Earnings Play
Originally published in TDV October 2018 issue Idea in a nutshell: Goldcorp is releasing its Q3 results after market close today. The...
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Oct 23, 20183 min read


Understanding Interest Rates
What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it...
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Feb 25, 20172 min read
Northern Dynasty Minerals – Kerrisdale Capital Is Wrong
On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...
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Feb 23, 201711 min read
A Gold Bull in a Trump Market
Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...
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Feb 4, 20174 min read


The Case for Gold, II
Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...
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Dec 20, 20163 min read


The Forgotten Currency
Way back in 1944, when the world economy was just starting to recover from the effects of World War II, 29 countries got together at the...
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Sep 13, 20163 min read


Stock Recommendation – Osisko Gold Royalties
Osisko Gold Royalties Overview The company was created in its present form as a result of a business combination of Osisko Gold Royalties...
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Mar 24, 20163 min read
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