By Jay – Published on September 17, 2020
Two years in a row at the VRIC, our highlight debate has been Brent Johnson VS Peter Schiff. In 2019 they squared off over interest rates, in 2020 it was the dollar. Both agree on the dollar end game - but Brent is betting on a significant rally before the dollar's eventual...
By Jay – Published on September 9, 2020
ECLIPSE GOLD MINING CORP. TSX.V EGLD OTC EGLPF Eclipse Gold Mining 5 Critical Facts: 1. Serially Successful Management: Management has delivered over $4.5 Billion in previous acquisitions 2. Strong Balance Sheet: $11M in the bank and no debt 3. Skin in the Game: CEO is the largest...
By Jay – Published on September 9, 2020
Anyone who reads my letter knows by now that I put people over everything else when it comes to small cap investing. Smart entrepreneurs won’t chase bad projects. Smart entrepreneurs will surround themselves with other brilliant people who fill in their blindspots. Smart...
By Jay – Published on September 8, 2020
Who’s up for a Story? In March, 2020, when the global pandemic set in and the world recoiled into a liquidity crisis, crashing global markets into a free fall - I started looking for ideas. I knew I was witnessing history, - the kind of history that could make or break a future. I...
By Jay – Published on September 2, 2020
Buffett’s Next Move This week, Berkshire Hathaway announced positions in 5 Japanese companies with significant exposure to metals and energy. One company in particular, Sumitomo (with roots that date back to the 17th century), increases Buffett’s exposure to...
By Jay – Published on August 28, 2020
I am going to talk about Warren Buffett. I apologize in advance because the topic of Buffett investing in gold has already been beaten to death - but most of the narratives are either click bait or flat out wrong. Buffet’s $562 Million investment in Barrick Gold...
By Jay – Published on August 24, 2020
Yesterday I published an interview with CEO Amir Adnani to wrap up our Cambridge House Spotlight on GoldMining Inc. One of the reasons I practice my “People over Everything” investment strategy is because great people attract other great people. In this...
By Jay – Published on August 19, 2020
Investors and traders are piling into the gold markets. Today I’m going to share with you a gold and royalty double play on my radar. This is one company that you need to take a look at. And, I carefully vet the mining companies that come across my...
By Jay – Published on August 17, 2020
Years after Michael Jackson died, his estate was paid $750 million to buy out the remaining 50% of his collection of music royalties. The strange thing is, the bulk of his collection of song royalties weren’t even his. He had the rights to over 4,000 songs,...
By Jay – Published on August 16, 2020
When Frank Giustra speaks, you listen. Frank became a billionaire because he can see what’s coming before nearly anyone else. And that’s made him one of the most successful investors in the world. He’s personally created one of the...
By Jay – Published on August 13, 2020
This week’s video release is a quick hit with one of the top ranked gold fund managers in the world, US Global Investors CEO, Frank Holmes. Frank has been a mentor and close friend for many years. I kid that every hour I spend with Frank requires an additional hour of research...
By Jay – Published on August 7, 2020
Most investors believe that in order to find the largest returns, you need to accept the largest risk. Not only is this wrong. It’s backwards. Let me back up. Warren Buffet might be the most legendary investor alive. The “Oracle of...
By Georgia – Published on August 6, 2020
“I heard you used to wear a suit of sequin silver to our conferences, and storm into the speaker hall throwing stacks of dollar bills in the air?” I asked David before I hit record. “Well, I did it once….And a second time, only because someone talked me into...
By Jay – Published on July 29, 2020
Before I even knew who the guy was, Eric Sprott put me through university. Years later I met him. We were hosting a precious metals panel at a little conference in Spokane, Washington - One of the most difficult towns to get to from pretty much...