Paul Farrugia
Paul Farrugia, BCom. Paul is the President & CEO of First Macro Capital. He helps his readers identify mining stocks to hold for the long-term. He provides a checklist to find winning gold and silver mining producer stocks, including battery metals.
Paul Farrugia Articles
Since the most recent rate cut, we have seen the probability of further interest rates cuts by the US Federal Reserve swing from almost a 50% chance of further rate cuts in December, now to a 5.2% chance of further rate cuts from the Fed....
Gold has exploded higher over the past few months, but how high can gold really go? Gold has exploded higher over the past few months, but how high can gold go? Not a day goes by, without hearing about "buy gold".
In the hunt to find asset classes and/or sectors that are ripe to provide multi-year, multi-bagger opportunities, with the potential to outperform the major indices. It helps if you can find an investment that has been decimated from a...
Much has been discussed, about has happened to the world since 2008, and many investors today are anchoring to the most recent crash in 2008-09. A new crop of investors never even experienced a true crash. But the next crash is never the...
The world is familiar with FANG (Facebook, Amazon, Netflix, and Google), then came FAANG, Facebook, Amazon, Apple, Netflix, and Google. But are you familiar with BANNG? We would like to introduce to the world a countercyclical group of...
There are many who focus on the mining sector being poor places to invest because miners have a history of poorly allocating capital. But there is a segment within the mining sector, particularly the gold sector that many investors miss,...
The cyclical nature of commodities and equities goes back at least until the 1970’s. When commodities are doing well, equities are performing poorly. Then the cycle flips and investors pile into equities, eventually making them expensive...
Mr. Wonderful, Kevin O’Leary and Frank Holmes recently took different side the gold(bullion) vs. gold stocks. Gold and gold stocks are two different asset classes and saying which one is better. One is a commodity (Gold) and the other is...
Gold and silver mining stocks face increased risks and uncertainty in 2018, not seen by investors and mining management teams for quite some time. Many of the top risks to gold stocks are related to geopolitical and financial, which will...
At the beginning of March, President Trump imposed tariffs on steel and aluminum. This was after imposing tariffs on solar panels and washing machines back in January of this year. The last time there were tariffs imposed on steel imports...