Given the exciting and timely opportunity in the early stages of what we believe is a new bull market for gold and silver, Crescat has started an activist fund to invest in the precious metals mining industry.
See Fund Presentation Here ›
Pipe Dreams and Ponzi Schemes
In the wake of some of the biggest profligacies, the disorderly unwinding of pipe dreams and Ponzi schemes coincides with the economic contraction and results in the permanent loss of capital for those caught up in them. As Warren Buffett says, “Only when the tide goes out, do you discover who’s been swimming naked”. Continue Reading Here ›
Crescat invites you to take a look through our current macro deck. This research is an important component of our investment process, illustrating how we evaluate the broader market and positions within our five strategies.
See Macro Presentation Here ›