EconomicAlpha

Swiss National Bank Investments in Gold and Silver Mining Stocks

Posted on May 25, 2020May 25, 2020 by EconomicAlpha

The Swiss National bank recently published their schedule of public investments for the most recent quarter ending in March: https://www.sec.gov/Archives/edgar/data/1582202/000158220220000002/xslForm13F_X01/InfoTable_Q12020.xml. After examining their portfolio mix, just about 4% of the portfolio is invested in the Materials segment, which encompasses 175 positions totaling USD $4.5B. Of this, 24 positions are in gold mining stocks totaling USD … Continue reading Swiss National Bank Investments in Gold and Silver Mining Stocks →

Endeavour Mining – When Fundamentals and Technicals Align Take 2

Posted on May 15, 2020May 15, 2020 by EconomicAlpha

Being early is the same as being wrong in my book because everyone’s timelines, objectives and opportunity costs are different. This one is no exception. Was wrong on this one. Back in September I profiled Endeavor Mining https://economicalpha.blog/2019/09/21/endeavour-mining-when-fundamentals-and-technicals-align/ and wrote back then that the fundamentals and technicals were aligning perfectly for a potential re-rate of … Continue reading Endeavour Mining – When Fundamentals and Technicals Align Take 2 →

Corvus Gold hits the “Mother Lode” Underneath the Main Zone

Posted on May 13, 2020May 24, 2020 by EconomicAlpha

Corvus Gold (KOR.TO | CORVF) announced this morning latest deep core drill hole at Mother Lode, intersecting 125.5m @ 2.6 g/t Gold including 14.8m @ 8.9 g/t Gold & 24.7m @ 4.9 g/t Gold. This is their best hole ever drilled to date and just happened to be in the new discovery Oxide CIZ. Prior … Continue reading Corvus Gold hits the “Mother Lode” Underneath the Main Zone →

FinTwit Panel on Mining with Kai, Duncan Middlemiss, and Myself

Posted on May 9, 2020May 9, 2020 by EconomicAlpha

Yesterday I participated on a panel that was hosted by Kai Hoffman, Managing Director of Soar Financial Group. I was fortunate enough to be alongside Duncan Middlemiss, CEO of Wesdome Gold Mines. If you have the time, feel free to listen in as we covered a lot of interesting topics, including my Q&A with Duncan … Continue reading FinTwit Panel on Mining with Kai, Duncan Middlemiss, and Myself →

MVIS – GDXJ Rebalace Q1

Posted on March 13, 2020 by EconomicAlpha

What a dreadful week. I'll leave you with the latest MVIS GDXJ rebalance for Q1 effective at the close March 20, 2020. After the brutal performance of the index and utter collapse, I'll save myself the pain from writing any further and giving it any expsoure. mvgdxj_quarterly-review_2020-q1-2Download

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About

Luis Rivera has been investing in the metals and mining sector for over 15 years. His investment and risk management process has led to outperformance and outsized returns in the sector. Known as EconomicAlpha on the Twitter platform, Luis has over 15,000 followers who follow him for his breadth of industry coverage as well as new idea generation. In addition to investing and writing about the metals and mining sector, Luis is also a senior level Underwriter for an insurance company.

Luis received his Bachelors of Science degree in Economics from Montclair State University in New Jersey. A resident of Westchester County in NY, Luis enjoys spending time with his 3 lovely children and his beautiful wife. More information about Luis can be found on his twitter handle @EconomicAlpha or on this Blog.

For business inquiries or any questions or concerns email me at: Luis@Economicalpha.net

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DISCLAIMER and DISCLOSURES:

I am not a certified investment professional. Assume everything I say herein is wrong. In fact, I am wrong more often than right. Do your own due diligence and consult with your own investment advisor. Do not buy or sell on anything contained herein. None of the content contained herein is a recommendation to buy or sell nor shall it be construed as investment advice.

The content contained herein is strictly my opinion only. I do not warrant to the accuracy of the content or whether the ideas are a suitable investment and disclaim any responsibility.