There’s no reason to own Equinox Gold. But it’s big just like they wanted.
Mining Stock Education Interview
Some added context and updates considering my conversation with Bill Powers took place on the morning of Liberation Day.
Via Twitter: My PDAC report on Mexico
My big takeaway from PDAC is the sentiment around Mexico/permits. Complete 180 from last year.
Reading list: February 24, 2025
Investment commentaries looking at indirect AI plays and copper prices. Probability-based investing done properly. And the cracks are showing in the Canadian housing market.
Protected: Notes on LandBridge Company
There is no excerpt because this is a protected post.
Ether Capital converts to an ETF
Move closes the discount to net asset value without triggering a taxable event