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Tue Jul 29, 2008
Bottom-Fish Action Report July 20-26, 2008
Musings on the itch towards capitulation, comments on the Kinross bid for Aurelian, Peregrine's potentially hot new diamond play, Creston's possible discovery of the missing pedestal, and thw whiplash Bitterroot suffered when Saskatchewan revealed that it can be quite kinky. |
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Tue Jul 22, 2008
Bottom-Fish Action Report for July 13-19, 2008
Unveils new Project Resource Theme Reports based on company resource estimates. |
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Tue Jul 15, 2008
Bottom-Fish Action Report for July 6-12, 2008
Comments about the Fannie Mae meltdown, the disconnect between the TSXV Index and commodity prices, June TSXV private placement activity, and action comments on Creston Moly and Dome ventures. |
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Tue Jul 8, 2008
Bottom-Fish Action Report for Week of June 29, 2008 to July 5, 2008
A week of gloom punctuated by a very impressive diamond. |
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Mon Jun 30, 2008
BFA Report June 1-28, 2008: Central Bankers flirt with Depression as the Cure for Inflation
The cure for the present inflation is not tight monetary plicy, but the encouragement of the mobilization of new supply to overcome the shortfalls created by new demand. |
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Thu Jun 5, 2008
Bottom-Fish Action Report for May 11-31, 2008
May was a month when coal and potash grabbed the limelight while soaring crude brought inflation and recession jitters to the world that finally started to drag down base metal prices. |
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Tue May 13, 2008
Bottom-Fish Action Report Week of May 4-10, 2008
Introduces the idea that the decline in TSXV private placement activity during Q1 of 2008 is healthy for the market because it is dissolving an overhang that has been building since 2003 and preventing the sort of sharp price appreciation associated with strong bull markets. |
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Wed Apr 2, 2008
Bottom-Fish Action Report for March 2008
Discusses the forces pressuring the resource juniors lower during March, and explains the logic behind the recent batch of new bottom-fish buy recommendations. |
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Tue Jan 8, 2008
Bottom-Fish Action Report for Week Ending January 5, 2008
We kick off the year mulling an overhang of stock representing in the money paper whose sale has been deferred to the 2008 tax year, and then wander off into a broad speculation that the emerging enthusiasm for Barack Obama will mesh with the green economy story and become the engine which hauls the US economy out of a subprime mess induced recession through a program of infrastructure renewal and transformation that will support the next leg in the commodity bull cycle. |
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Fri Aug 31, 2007
KBFO Volume Leaders for August 2007
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Tue Jul 31, 2007
KBFO Volume Leaders for Month of July 2007
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Sat Jun 30, 2007
KBFO Volume Leaders for June 2007
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Thu May 31, 2007
KBFO Volume Leaders for May 2007
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Fri Apr 13, 2007
Bottom-Fish Action Report for Week of April 1-7, 2007
Develops the theme that the only productive, non-protectionist way for the United States to ride out the time needed for China's middle class to evolve sufficiently to neutralize the "China Price" is to embark on an infrastructure renewal and modification campaign. The danger is that the Republican administration will seek to scale the Iraqi quagmire into a bigger war that targets Iran and puts Americans on a true war footing that leaves no room for nonsense about alternative energy and other global warming inspired initiatives. Such a development would have negative implications for the global economy and the raw materials bull market. This BFAR also talks about Peak Gold and GGL, two volume leaders that helped the TSXV to a new trading record, as well as a new round of takeover bids that are flooding the sector with liquidity. |
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Mon Apr 9, 2007
Bottom-Fish Action Report Weeks of February 11 to March 31, 2007
Discusses the yen carry trade and subprime problems that have plagued the resource bull cycle during Q1 of 2007, closes out several bottom-fish cycle. |
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Thu Feb 15, 2007
Bottom-Fish Action Report January 21 - February 10, 2007
Includes updates on Energold, Geologix, Gold-Ore, JNR, Karmin, Solitario, Atna, Mansfield and Metallica. |
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Wed Jan 31, 2007
KBFO Volume Leaders - Diamond Stocks - Month of January 2007
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Wed Jan 31, 2007
KBFO Volume Leaders for Month of January 2007
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Fri Jan 26, 2007
Kaiser Bottom-Fish Action Report for January 14-20, 2007
A modest rebound in inflation spurred gold higher while the US dollar shrugged, copper rebounded amid evidence of Chinese restocking, and the Cambridge Vancouver conference witnessed the biggest turnout ever. |
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Tue Jan 16, 2007
Bottom-Fish Action Report for Week of January 7-13, 2007
After a week of losers outnumbering gainers as the US dollar climbed relentlessly while gold sank, the US dollar finally paused, giving gold a chance to bounce back and delivering a couple up days for the juniors. |
