The Occasional Speculator

The Occasional Speculator

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The Occasional Speculator
The Occasional Speculator
PERFORMANCE, TRUMP, MACGREGOR AND WOLF
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PERFORMANCE, TRUMP, MACGREGOR AND WOLF

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The Occasional Speculator
Jun 24, 2024
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The Occasional Speculator
The Occasional Speculator
PERFORMANCE, TRUMP, MACGREGOR AND WOLF
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THE PERFORMANCE CHART DOESN’T LIE:

The chart of the Occasional Speculator portfolio is up 56% for 2024 versus 10% for the S&P. The major reason for our strong momentum is our focus on silver mining stocks (particularly EXK) which have benefited from the recent rise in both gold and silver prices. But  more broadly this out-performance reflects our long t…

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