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TIB - An Investors Journal #802 - Gold/Silver Mining, Pharmaceuticals, Marijuana, Rare Earths, Europe Banks, Nuclear Tech, Eastern Europe, Specialty Chemicals, TV Streaming, US Oil, Oil Services, ASX Stocks (Coal) + more

Bumper edition after road trip for two weeks - did not spend much time on markets. Options expiry did the work - not all good in a tough fortnight. Portfolio Ne...

TIB - An Investors Journal #801 - Gold Mining, Lithium, Engineering Services, Payment Services, Silver Mining, Rare Earths, ASX Stocks (auto-invest) + more

A week to hunker down. Was kind of hoping that gold and silver would ride the storm better on the war news. At least the loading up on oil worked Portfolio News...

TIB - An Investors Journal #800 - Lithium, US Financials/Technology, Gold Mining, Uranium, German Bank, Bitcoin Mining, Europe Index, ASX Stocks + more

A choppy week for markets felt like a good place to add back some more traditional sectors - Financials and US Technology. Also hedged Europe. Portfolio News In...

TIB - An Investors Journal #799 - Base Metals, Oil Services, Uranium, Nuclear Technology, Cruising, ASX Stocks, Solar Power, Specialty Chemicals, Engineering Services, Network Equipment, Gold Mining, US Healthcare + more

Ahead of a busy but calm options expiry was putting in place a few new big theme ideas - oil services this week - and some scaling in and some maverick ideas Po...

TIB - An Investors Journal #798 - Australia Index, Alternate Energy, US Oil/Gas, Electronic Components, Internet Services, ASX Stocks, Japan Pharmaceuticals, Oil Services, Uranium, Rare Earths, Gold Mining + more

An active week taking a step back on alternate energy and oil and gas. Profits taken in a few spots. Portfolio News In a week where S&P 500 dropped 1.28% and Eu...

TIB - An Investors Journal #797 - Gold/Silver Mining, Lithium, Rare Earths, Uranium, India Index, Biotechnology, Bitcoin, ASX Stocks, Alternate Energy

After the big silver selloff the Friday before was looking for ways to buy in a little lower than those entries. Selloff is also top up time Portfolio News In a...

TIB - An Investors Journal #796 - Gold Mining, Silver Mining, Lithium, Uranium, Asset Management, US Healthcare, ASX Stocks + more

Might feel like a FOMO week but invested in a bunch of lagging gold and silver miners. Small parcels they were. Portfolio News In a week where S&P 500 rose 0.4%...

TIB - An Investors Journal #795 - Internet Services, Australian Gas, Mining, Nickel, TV Streaming, Gold Mining, Altcoins (ENJ, FLOW, TFUEL +), ASX Stocks

Taking a bit of a break waiting for markets to get a clear footing and direction. Got a lot of cash in hand - time to sit back a bit. Portfolio News In a week w...

TIB - An Investors Journal #794 - Namibia Oil, India, Oil Shipping, Marijuana, Electric Vehicles, Silver Mining, US Oil (incl Alaska), Uranium, Australian Gas, Base Metals, ASX Stocks + heaps more

A massive options expiry around the January LEAPS expiries - with more tariff talk was a good time to head to cash Portfolio News In a week where S&P 500 droppe...

TIB - An Investors Journal #793 - Marijuana, Uranium, Oil Refining, Aerospace/Defense, US Semiconductors, Silver Mining, ASX Stocks

Records for the Dow and S&P 500. Uranium, silver, gold and nuclear keep moving. A good week to stand still a bit and to start planning trimming down. Portfolio ...

TIB - An Investors Journal #792 - Tin Mining, Gold/Silver Mining, Australian Property, Uranium, Base Metals, ASX Stocks, Australian Gas, Europe Index + more

A quiet week for topping up and for going long term on nuclear technology again. Did bank some profits. Portfolio News In a week where S&P 500 dropped 1.03% and...

TIB - An Investors Journal #791 - Uranium, Rare Earths, Europe Paper Products, US Building Materials, Specialty Materials, ASX Stocks (bought and sold), US Pharmaceuticals + more

Holiday markets are the time to be quiet - a few rounding up trades and one nuclear tech LEAPS trade and going short pharma Portfolio News In a week where S&P 5...

TIB - An Investors Journal #790 - Nuclear Power, Uranium, Marijuana, Rare Earths, Brazil Index, Business Services, Malaysia Index, Silver Mining, French Bank, US Restaurants, ASX Stocks + more

Up and down week leading into options expiry produced fewer assignments than expected. A few winning long term uranium trades close Portfolio News In a week whe...

TIB - An Investors Journal #789 - Base Metals, Lithium, Uranium, Gold Mining, Rare Earths, US Oil, ASX Stocks, Marijuana, Silver Mining + more

A nervy week waiting for the Federal Reserve to do what everyone expected - cut rates. Records flow and then the AI nerves come along Portfolio News In a week w...

TIB - An Investors Journal #788 - Uranium, ASX Stocks, Specialty Chemicals, US Oil, Uranium Enrichment, Base Metals

A nervy week ahead of the Fed meeting makes a good time to sell a few stocks into strength to manage margin pressure Portfolio News In a week where S&P 500 rose...

TIB - An Investors Journal #787 - ASX Stocks, Uranium Enrichment, Rare Earths, French Bank, Europe Automotive, Solar Power, US Treasuries + more

An up week is perfect timing to step back - just sell a few stocks at profits to release margin pressure and scale back on sold puts Portfolio News In a week wh...

TIB - An Investors Journal #786 - Europe Banks, Uranium, Marijuana, Europe Vehicle Rental, Electric Vehicles, ASX Stocks, Aerospace/Defense, US Retail, Alternate Energy, Brazil Index, Oil Services, Shipping + more

Massive options expiry week and a delayed posting - been sick - plenty margin to allow the options assignments. Portfolio News In a week where S&P 500 dropped 1...

TIB - An Investors Journal #785 - Internet Services, Uranium, Nuclear Technology, US Oil, Gold Mining, Base Metals, Rare Earths, ASX Stocks +more

Edgy markets despite US Government shutdown ending. Adjusted a few, scaled in a few, added some new and an old friend. Made one sale. Portfolio News In a week w...

TIB - An Investors Journal #784 - Nuclear Technology, Specialty Materials, Base Metals, Gold Mining, Tin Mining, Rare Earths, Rare Earths, China Bank, ASX Stocks (Auto-invest +)

Markets smash nuclear, uranium and rare earths. Ouch!! Luckily no margin trades. Did buy a few specialty mining stocks Portfolio News In a week where S&P 500 dr...

TIB - An Investors Journal #783 - Specialty Chemicals, Uranium, Rare Earths, US Agriculture, Gold Mining, Uranium Enrichment, ASX Stocks

Big moves in US nuclear power propels nuclear and uranium stocks - a bit of topping up and profit taking made Portfolio News In a week where S&P 500 rose 0.7% a...