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#JUNIOR Portfolio
2026 October 23
+ Performance
+ Since 1 Week: -7.1%
+ Since 1 Month: -15.5%
+ Since 1 January: -1.3%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: -1.3%
+ ince 2021: +1225.7%
+ Since 2022: +903.2%
+ Since 2023: +608.4%
+ Since 2024: +298.1%
+ Since 2025: +253.6%
+ Since 2026: -1.3%
+ Averages
+ Average AAGR: +56.3%
+ Compounded CAGR: +38.2%
+ 1-Week Best
+ EVER: +4.5%
+ 1-Month Best
+ RDU: +37.5%
+ PRCG: +26.7%
2026 October 23
+ Performance
+ Since 1 Week: -7.1%
+ Since 1 Month: -15.5%
+ Since 1 January: -1.3%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: -1.3%
+ ince 2021: +1225.7%
+ Since 2022: +903.2%
+ Since 2023: +608.4%
+ Since 2024: +298.1%
+ Since 2025: +253.6%
+ Since 2026: -1.3%
+ Averages
+ Average AAGR: +56.3%
+ Compounded CAGR: +38.2%
+ 1-Week Best
+ EVER: +4.5%
+ 1-Month Best
+ RDU: +37.5%
+ PRCG: +26.7%
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The Great Inflation era that began in 1965 was driven by heavy stimulus, massive monetary expansion, flawed economic theories and War( 70s).
Six decades later, we find ourselves in a strikingly similar predicament: aggressive stimulus, loose monetary policies, and now, has caused significant drawdowns in strategic reserves and record-high pump prices..mirroring the 1970s oil embargo that sparked the subsequent stagflationary era.
Right now, there is a significant chance we are heading into a severe inflationary cycle that could wreak havoc on equities, Main Street, and global stability.
This time around, it will not be an easy fix. Back then, global economic balance sheets were much healthier.
Today, we face a deteriorating economic outlook burdened by unprecedented debt levels.
Below, I have charted today's Dow Jones and 10-Year Gov. Bond yield against the Great Inflation era of the 1960s, and the technical indicators look chillingly similar.
Interesting times ahead.
Brace for significant volatility moving forward.
Stay safe, disciplined, and most of all, informed.
The Great Martis.✨
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We feel alone. It seems like everyone has left. But deep down, we know they're still here. They're just silent. There’s a time to stay silent. And there’s a time to make some noise. That time will come. #MINERS
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North America Miners Daily - 北美矿业日报 · Oct. 28, 2026 · USA's miners rose 0.9% on average, GDXJ best at +1.0%, and Canada's rose 0.4%.
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When X is dead, when the boards are dead, when everyone is disgusted, when the media tell you to sell, when articles pop up that gold can be made out of mercury, that analysts think gold will go lower, then you know how late it is. #GOLD
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When mon AMI asks you whether he needs to translate a Kazakh financial document written in Cyrillic into English before storing it, you know you’ve lost the plot. 😂🤖
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Argentarii nos stultos putant. Qui nuntiant et qui res aestimant omnes iubentur nos ad aurum vendendum impellere. Omni venditori emptor adest. Is emptor C.B. appellatur.
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Silver Santa retweeted
$PGLD.V - P2 GOLD
Six of the seven holes extended the zone south and southwest, and four ended in mineralization, so the zone is still open there.
These holes go into the updated resource estimate, which only takes holes finished by the end of October. More tonnes at the edges should add to that estimate, which comes before the feasibility study.
The resource estimate is still due later this quarter and the feasibility study in Q1 2027.
Six of the seven holes extended the zone south and southwest, and four ended in mineralization, so the zone is still open there.
These holes go into the updated resource estimate, which only takes holes finished by the end of October. More tonnes at the edges should add to that estimate, which comes before the feasibility study.
The resource estimate is still due later this quarter and the feasibility study in Q1 2027.
P2 Gold Extends Gold-Copper Mineralization along the Southwest Margin of the Lucky Strike Zone $PGLD.V tinyurl.com/2xhmhkno
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Silver Santa retweeted
$EDM.V - EDM RESOURCES
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
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$RDU.V - RADIUS GOLD
Radius Gold Reports Change in Exploration Management and Provides Update on Tierra Roja Drill Program, by @TheNewsWire
I know. Good pick.
Radius Gold Reports Change in Exploration Management and Provides Update on Tierra Roja Drill Program, by @TheNewsWire
I know. Good pick.
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$EDM.V - EDM RESOURCES
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
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So in fact the NPV5 detailed in the 2021 PFS, doubled from C$165M to C$330M, thanks to Zinc and the loonie. Oh well.
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#GOLD You can't make the blind see.
Only 10% of miners remain above their 200-day moving averages.
Historically, readings this low have coincided with important bottoms for the industry.
Long-term-minded investors know what to do here.
tavicosta.substack.com/p/top-70-macro…
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#GOLD You can't make the blind see.
A reminder:
If gold miners were a single sector, they would have the cleanest balance sheets, the strongest profit margins, and the most attractive valuations in the market today.
tavicosta.substack.com/p/top-70-macro…
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