I’m a self-taught investor with a passion for Gold and Macroeconomics.I started investing in 2014. Despite my deep focus on the mining sector, I still approach it with humility. There is always more to learn.My Worldview is simple: Long Gold, Short Fiat. This conviction shapes my portfolio and my life. I am not a proponent of fear selling and do not approach gold investing as a panic trade. I view precious metals as the most real form of money and the producers as genuine value creators. That said, I also believe in diversification with correct position sizing based on personal situation. Investing for me is not about maximizing returns, but about being financially resilient in any macro environment.I hold major producers like Barrick Gold in my portfolio and do not trade them. I am also looking at junior miners where the upside justifies the risk.All my analysis starts with the Reserves Quality, Grade, Mine Life, and AISC to assess the value of the company’s assets, followed by risk analysis. Valuation for me is always the anchor. I don’t buy stories; I buy numbers.I’ve joined Seeking Alpha, as I have gained a lot of value from other authors and the platform, and want to contribute back with coverage across the US and Canadian mining industry. Disclaimer: Closely associated with Seeking Alpha analyst “Andrew Mach”.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of CDE, CDE:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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