Category: Silver

While the micro-cap junior exploration stocks are by far the cheapest segment of the mining stock sector in terms of potential risk/reward, investor distaste and market inefficiency occasionally feeds prospecting mining stock investors an expected “golden nugget,” if you will. Fortuna Silver is a current example. Chris Marcus invited me onto his Arcadia Economics podcast to discuss why I put a strong buy on FSM in July when the rest of the market was dumping the shares:

The Great Silver Debate Part 2: Chris Marcus vs. Mickey Fulp One of the things that’s really interesting about silver is that it might be one of the most divisive asset classes in today’s financial markets. Some (like myself) think silver might be even better than multiple loaves of sliced bread! While others think I’m off my rocker and don’t see the value.

So who’s correct?

While there’s a great investment case to be made for silver bullion and silver mining stocks, the timing remains the key issue.

Although fortunately in a recent interview, Michael Pento of Pento Portfolio Strategies shared what he’s looking for. And when he thinks it’s time to invest in silver and the silver mining stocks.

These are setting up really favourable conditions for Silver prices and the position it has in the international monetary system. The expectation for much higher Silver prices are certainly reflected in the charts.

I have previously presented this chart (now updated) to show how the current bottoming process (2015 to 2018) is similar to that of 2001 to 2003: