Hi Wade,
Thx for sharing.
Biggest position is TFPM... A solid new comer in the Streaming business.
On the bid for GOAU (interesting holdings), GBR.v (shorted GBRR.ca and rotating proceeds into GBR)
If markets tank.... will watch GOEX (intesting holdings), JNUG, MAG, HL
Watching PT and PLD... very carefully.... The car market makes me hesitate a little though
GTCH interesting story and even more interesting drill results .... Tier2 potential ?
Strategy?
Cash rich, profitable as is, growth story, take over candidate potential, strong near term catalyst, safest jurisdictions only, Precise technical analysis for entry/exist point, no chase, no FOMO, and pay attention to the tape, the Fed tape and the USD tape...
Thinking about my overall Market/Banking exit strategy..... could be sooner than later.... Dilemma.... rotate profits in hard cash physical assets vs going physical 100%... Jury still out on that one. Current political landscape pending various elections here and there could trigger an action sooner than later.
Praying there won't be any civil war or WWIII or 1929/1979/2008 redux ....
The Apocalyptic clock and Shit Show Survey aren't painting a rosie picture on ALL fronts ....
Beside that all is well in the Rotten kingdom of Norway !
Be safe, Best of luck too ! |
