In this issue...

- 3 Podcasts

- Premium Snippet

Podcasts....

Since we last wrote to you, we've conducted three interviews.

Pete Dougherty, CEO of Argonaut Gold joined us to update us on Argonaut's current operations and plans for growth. He also provides thoughts on potential future acquisitions as well as thoughts on industry struggles.

David Morgan of Silver fame graciously joined us while he was on the road. He shared his insight on whats next for Gold and Silver, the industrial story for Silver and more.

Dave Skarica discussed the possiblity of some type of decoupling of Gold and gold stocks from conventional investments and learn why he thinks Greece is the key to Euro policy. 

Premium Snippet...

In yesterday's global update we noted that a broad rebound was underway and we suggested that the key question going forward was if this rebound will be a bear market rally or a continuation of the tremendous post-2008 recovery. We shared why we think its one rather than the other.

In terms of the gold shares we reiterated our $51-$52 target for GDX and explained our game-plan for the two scenarios 1) market reaches target or 2) rebound fizzles and heads for May lows.  

Subscribe to our newsletter for 6-months and for $149 (less than $1/day) you receive our recent updates, a wealth of information, analysis and guidance. As of yesterday, the model portfolio was up 7.3% year to date compared with a 16.7% loss year to date in GDXJ.  

Best,

Jordan

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