Swaraj Finance

Precious Metals Breakout! As anticipated in our recent commentary and following our topping up of precious metals miner positions last month, the precious metals have finally broken to the upside on a monthly-close basis, with encouragingly little hype or mainstream media attention. If you have been following my updates, you...

Highlights As I discuss in the video summary above, my sense is that interest rates will pause in the US indicating a topping of the credit tightening cycle which historically coincides with a significant market rally. The recent upturn in gold and cryptocurrencies is signalling what is ahead as well...

Highlights This month saw the energy sector of the portfolio perform well on a rally in the oil price. Strength in the dollar and interest rates however put continued pressure on the precious metals miners which took a bit of a hammering. This, however, presents opportunity in our opinion and,...

Highlights This month saw a lot of volatility in commodities and oil in particular and so we topped up on our position in the small South American oil explorer and producer due to its extreme price drop and undervaluation: We also opened two new positions; the first being a uranium...