Guys, “enjoyed” doesn’t cut it, all our adjectives work for food and entertainment but this was super well considered, thoughtful and insightful. The thought effort Tom and Dan (and Bill) put into connecting the real dots and sharing their ideas is monumental and greatly appreciated. I’ve always been a gold bug but have been actioning Tom’s recommendations and am feeling very happy and not stressed. These guys have put the effort into a solid investment strategy that ignores the frothy noise of most investment folk. I sleep incredibly well! Thank you for your integrity and all your hard work - it is greatly appreciated. Cheers!
Thanks for sharing this video, very informative. I'd be happy to have this again once a month, maybe with additional bonus one offs during wild market conditions!
Splendid discussion. Tom one question I wish you had addressed is WHY the shipping stocks sell at a more than 50% discount to liquidation value. I can't think of any industry where that exists. WHY? The only explanation I can think of is that the market does not share your view on what true liquidation values are. Your explanation of WHY?
It’s quite obvious to me, because it’s a hated industry, like oil, coal, mining and all these „dirty“ industries. The ESG Paradigma made it not investible for the big guys and that explains everything. But slowly this will change and there is the value in it.
I think that's what is badly missing in all these presentations - no interrogation. Why is the shipping industry subject to such low valuations and having to pay such large dividends? No such thing as a free lunch.....
Great video. Yes, I would appreciate watching these kinds of discussions a couple of time per month.
Further to the idea that Tom was discussing about Bitcoin being an instrument for the government ....
Even if Bitcoin was not created by a government agency, it could be used by governments to control liquidity and money flows in the money markets. One hypothesis around why Trump is so supportive of Bitcoin is that Bitcoin could be used as an instrument to maintain the position of the US$ as the Global Reserve Currency, while his administration is actively working to devalue the US dollar.
Thanks much for your comments and commentary. We're in tough times and level heads are hard to find so yours present good advise for working through preservation of capital and current investment suggestions. Please keep up the god work.
There are indeed still growth stocks with high dividend yields and very favorable valuations in the emerging markets even today. You pay little attention to this sector. You might want to take a look.
Do you buy gold here if underallocated, or wait for a pull back? If we do in fact experience a material stock market correction, gold appears to have a history of correcting too (but rebounding a lot quicker), which would give us a better entry price.
Same question. Should we wait for a gold pull back? Got a lot more of the gold allocation left to take care of, but afraid of a one time all in approach at these prices. Any suggestions? Also, it seems silver and platinum may have diverged from gold where they did not rise as much. Your thoughts please! Thank you for this great work. Would definitely like to see this at lease twice a month!
I've taken some of your "shipping" stock suggestions, and they seem to make good sense. I have wondered though why you don't recommend some good "gold" stocks. I've had some nice advances from several of these. Why not take these stock advances as gold itself continues its upward trend?
I enjoyed the novel idea that Bitcoin could be a government creation to sop up stray dollars and fight inflation; they tolerate it well enough.
Also Tom mentioned computer trading and the divorce of stock values from fundamentals. If you want to get whipsawed, buy a small stock with good fundamentals. Given the price of gold, currency turmoil and mkt volatility, shipping might have its day in the sun.
Well done, Tom & Dan! It's always great to see Tom and hear about his boots on the ground experiences.
Guys, “enjoyed” doesn’t cut it, all our adjectives work for food and entertainment but this was super well considered, thoughtful and insightful. The thought effort Tom and Dan (and Bill) put into connecting the real dots and sharing their ideas is monumental and greatly appreciated. I’ve always been a gold bug but have been actioning Tom’s recommendations and am feeling very happy and not stressed. These guys have put the effort into a solid investment strategy that ignores the frothy noise of most investment folk. I sleep incredibly well! Thank you for your integrity and all your hard work - it is greatly appreciated. Cheers!
Great discussion. Twice a month would be great!
Please continue to have these discussions。 Quite sagacious Mr. Dyson。
Thanks for sharing this video, very informative. I'd be happy to have this again once a month, maybe with additional bonus one offs during wild market conditions!
Splendid discussion. Tom one question I wish you had addressed is WHY the shipping stocks sell at a more than 50% discount to liquidation value. I can't think of any industry where that exists. WHY? The only explanation I can think of is that the market does not share your view on what true liquidation values are. Your explanation of WHY?
It’s quite obvious to me, because it’s a hated industry, like oil, coal, mining and all these „dirty“ industries. The ESG Paradigma made it not investible for the big guys and that explains everything. But slowly this will change and there is the value in it.
I think that's what is badly missing in all these presentations - no interrogation. Why is the shipping industry subject to such low valuations and having to pay such large dividends? No such thing as a free lunch.....
Great video. Yes, I would appreciate watching these kinds of discussions a couple of time per month.
Further to the idea that Tom was discussing about Bitcoin being an instrument for the government ....
Even if Bitcoin was not created by a government agency, it could be used by governments to control liquidity and money flows in the money markets. One hypothesis around why Trump is so supportive of Bitcoin is that Bitcoin could be used as an instrument to maintain the position of the US$ as the Global Reserve Currency, while his administration is actively working to devalue the US dollar.
Karl Short
Thanks much for your comments and commentary. We're in tough times and level heads are hard to find so yours present good advise for working through preservation of capital and current investment suggestions. Please keep up the god work.
What about ZIM?
This was a wonderful interview and thanks for your time! Great stuff. Really helped me understand what you’re thinking. Safe travels!
There are indeed still growth stocks with high dividend yields and very favorable valuations in the emerging markets even today. You pay little attention to this sector. You might want to take a look.
Such as?
Please do a couple of these per month.
Do you buy gold here if underallocated, or wait for a pull back? If we do in fact experience a material stock market correction, gold appears to have a history of correcting too (but rebounding a lot quicker), which would give us a better entry price.
I would be interested in Tom's answer to this too. Just sold a house and waiting for a pullback that may never come.
Congrats. No easy time to sell Houses.👍
Same question. Should we wait for a gold pull back? Got a lot more of the gold allocation left to take care of, but afraid of a one time all in approach at these prices. Any suggestions? Also, it seems silver and platinum may have diverged from gold where they did not rise as much. Your thoughts please! Thank you for this great work. Would definitely like to see this at lease twice a month!
Just finished watching the interview with Tom. (I had paused it for a while.) Great work. The results speak for themselves. Thanks again!
Very reassuring and well worth my time. Thank you. Please do this occasionally.
I've taken some of your "shipping" stock suggestions, and they seem to make good sense. I have wondered though why you don't recommend some good "gold" stocks. I've had some nice advances from several of these. Why not take these stock advances as gold itself continues its upward trend?
I enjoyed the novel idea that Bitcoin could be a government creation to sop up stray dollars and fight inflation; they tolerate it well enough.
Also Tom mentioned computer trading and the divorce of stock values from fundamentals. If you want to get whipsawed, buy a small stock with good fundamentals. Given the price of gold, currency turmoil and mkt volatility, shipping might have its day in the sun.