John Thomas / The Mad Hedgefund Trader

Anybody here have two gold picks they wish to share? Preferably a miner that covers silver & copper also.

I have invested in Pan African Resources, Centamin and Kirkland Gold.

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greatland gold is the obvious one

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I have also invested in GGP, but I imagine that PJ is looking for more “established” options with less risk.
Probably Kirkland Gold and Barrick Gold are stable-ish options. Other more volatile options are Petropavlosk, Pan African, Centamin, Hochschild Mining, etc.

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Not much to report on this week

https://www.madhedgefundtrader.com/hot-tips/

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He seems to be taking profits on everything!

If they were all December options (which they seem to be) they expire tomorrow and that is probably the reason. He was expecting the stimulus deal to be announced soon so I can’t see why he would sell if that wasn’t the reason (the expiry).

imagen

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It seems like John is going to wait for a dip on the sidelines (I guess unless something changes fundamentally, maybe something like a large stimulus package).

https://www.madhedgefundtrader.com/bidding-more-for-the-stars-2/

Extract:
imagen

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Has anyone found out how to register for his free text service that he mentions?

Any idea what it looks like?

No, I have not.
This is the link to the “article”:

https://www.madhedgefundtrader.com/please-sign-up-for-my-free-text-alert-service-now-2/

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It seems like the hot tips have not been updated in the last couple of days.

He has released this on Microsoft though:

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He mentioned something about taking a short break possibly until the new year.

Also recall John Thomas saying expect fewer trade alerts and a more ‘calmer’ environment through 2021.

Lots of time to get our £££$$$ into investments to ride along the ‘roaring 20’s’ wave.

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Here to save the day

https://www.madhedgefundtrader.com/hot-tips/

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My first real mistake, Alibaba Bye bye 20% of £600.

https://www.madhedgefundtrader.com/hot-tips/

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I think Alibaba might bounce back. I don’t see why the Chinese government would want to break it up… it probably prefers to have large companies such as Alibaba, Tencent, Huawei, Xiaomi, etc that may be able to compete globally with Microsoft, Apple, Amazon, Google, Facebook, etc.

Yesterday’s article:
https://www.madhedgefundtrader.com/how-vertex-is-curing-the-uncurable-2/

For future reference, John’s extract on Alibaba:
imagen

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I dont tink governments like massive corportations - they hold too much power.

This is really sad news. I lost all my profit in BABA and now i am only +1%. Question is should i sell on Monday or not?

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Depends on your time horizon - I still think it’s a great investment

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Can we see how the JPMorgan emerging markets trust (JMG) handles the Alibaba percentages going forward? I think it was the top holding.

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They release their holdings a month in arrears. Expect to see Decembers allocations towards the end of January

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2021

https://www.madhedgefundtrader.com/hot-tips/

Two points from today:

imagen

imagen

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