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Going Long Silver

I want to add to my precious metals exposure. I have plenty of gold exposure already so it’s time to add more silver. Finding quality exposure to equities is more difficult for silver compared to gold. There are few solid silver stocks on the market. So I am going to…
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Selling a Wheat Put

Wheat has a high volatility component to its options. I am selling a put to take advantage of that volatility with expectations that the price of Wheat will not decline drastically from here. Commodities are finding a bid with pressure on the US dollar which is a great backdrop for…
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Selling a Corn Strangle

Corn’s volatility is providing an opportunity to sell rich options. I am selling strikes that are equidistant from being at the money so there is no directional bet. I just need time to pass and/or volatility to decrease to make some money on this trade (and the corn price not…
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Buying More Scorpio (STNG)

I am adding a second tranche of Scorpio Tankers (STNG) as it has pulled back significantly. Tanker stocks are volatile. Charter rates bounce around. Shares are sold for an infinite number of reasons. The important takeaway is that the fundamentals are strong. These companies are getting great rates for their ships…
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The Future of Oyu Tolgoi

There is quite a dance underway at the Oyu Tolgoi complex with Turquoise Hill (TRQ), Rio Tinto (RIO), Entree Resources (ETG), the Mongolian partner and other government authorities all attending. Are the government interventions part of a negotiating strategy? How about the project re-engineering, delays and additional costs? Logic would have it…
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Buying Fireweed Zinc (FWZ)

I am buying another junior resource company to add to my list of Speculations. I am already an owner of Fireweed Zinc (FWZ), but I am buying another tranche and will consider it an opening position in keeping with the formalities of this blog. This company owns a large and…
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