Freitag, 17. März 2017

Interview mit Fondsmanager John Hathaway über die beste Anlageklasse seit 2000

Lesenswertes Interview mit dem legendären Fondsmanager - credit to Forbes:

Gold Has Been The Best Performing Asset Class Since 2000: Here's Why It's Still A Good Place To Be

AN INTERVIEW WITH John Hathaway, CFA -Chairman and Portfolio Manager, Tocqueville Management Corporation

John Hathaway: Tocqueville Asset Management, which currently manages approximately $12 billion in assets, launched its gold strategy back in 1998 when gold was very disrespected. It was the Rodney Dangerfield of investment ideas. Tocqueville is at its core a contrarian firm. And we thought that in those days, when investors were chasing dot-coms and overpriced technology stocks, we should do something that was value based. That thinking led us to launch the Tocqueville Gold (NASDAQ: TGLDX) fund in 1998. That fund now has about $1.4 billion under management. And in addition, we have another $1 billion or so of separate accounts and funds that we manage for European clients and separate institutional accounts..

Excelsior Mining: Interview mit CEO Stephen Twyerould auf der PDAC 2017

Informatives Interview über den Highflyer im Kupfer-Juniorsektor - credit to Commodity TV:

Mittwoch, 15. März 2017

Interview mit Hedgefonds-Manager Warren Irwin über sein Investitionsverfahren, NexGen Energy und den neuen Bullenmarkt

Informatives Interview mit einem der erfolgreichsten Fondsmanager der Welt:


BarclayHedge Ranks Rosseau's Special Situation Hedge Fund as the Top Performing Hedge Fund in the World for 2016

TORONTO, March 14, 2017 /PRNewswire/ --

The G10-Rosseau Special Situations Fund (US) LP, managed by Rosseau Asset Management Ltd. of Toronto, earned the top position in 2016 among the 4,099 hedge funds tracked by BarclayHedge with a 156.32% annual return. Rosseau funds also took the second and sixth spots with returns of 155.94% and 128.89%, respectively.

Warren Irwin, President and Chief Investment Officer, is pleased to have Rosseau'sachievements recognized by an established industry leader like BarclayHedge. "The strong rebound in the resource sector was very refreshing after years of challenging markets. We spent the downturn focused on finding the best special situations available and were rewarded handsomely for our efforts in 2016." Rosseau's flagship fund, Rosseau LP, was established over 18 years ago and has an average annual compound rate of return since inception of 16.61% to February 28, 2017..

China: Inflation zieht an - Produzentenpreise steigen auf neues Mehrjahreshoch

Ein eindrucksvolles Comeback der Inflation ist auch in China festzustellen:

Quelle:, PBoC

Montag, 13. März 2017

Source Exploration: Palisade Global Investments steigt als Großaktionär ein

Großes Vertrauenszeichen für die attraktive Junior-Firma Source Exploration (V.SOP), die nach wie vor extrem günstig bewertet ist. Das sollte sich bald ändern..

Source Exploration Announces Palisade Global Investments Ltd. As Major Shareholder For 12.68%

SOURCE EXPLORATION CORP. (the “Company” or “Source”) (TSX-V: SOP)( OTCMKTS:SRXLF / FRA:4QW1) is pleased to announce that Palisade Global Investments Ltd. (“Palisade”) has become the largest shareholder of the company by participating in the recently closed non-brokered private placement. Palisade provided the lead order of $499,950. Palisade is an offshore merchant banking and investment group, specializing in small cap, high growth investments.

We are delighted to join the Source Exploration team in continuing to define the Las Minas project. Our team conducted significant due diligence prior to investing and firmly believe the past work and drilling spell great potential for investors. Palisade looks forward to working with management to unlock value for shareholders,” stated Sean Zubick, Founding Investor, Palisade Global Investments Ltd.

We are thrilled to welcome Palisade Global Investments as a strategic shareholder of Source, as we move the Las Minas project forward” stated Brian Robertson, President & CEO, Source Exploration Corp..

John Kaiser auf der PDAC 2017: Explorationsinvestitionen in neue Discoveries erleben ein Comeback

Hörenswertes Interview auf der größten Minen-Konferenz der Welt in Toronto:

John Kaiser at PDAC 2017: “Discovery exploration is back”

Kaiser Research Online Publisher John Kaiser, in this interview with SmallCapPower at PDAC 2017, explains why resource juniors are moving away from feasibility demonstration and rethinking old jurisdictions that had previously been discarded, instead of waiting for commodity prices to improve. He also weighs in on how he believes Donald Trump could impact the stock prices of resource companies, and provides some warning signs for speculators..