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David (Dave) Iben CFA
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Q4 2023 Conference Call
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The Nifty Seven (Jan 2024)
“The only thing we know about the future is that it is going to be different.” Dr. Peter Ferdinand Drucker Speculative excess in the market is well-documented and can be traced back centuries. It is exciting to be part of the action. It is fun. It feels good. But like a wave cresting, gravity eventually…
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Bloomberg Markets | Deputy CIO Alissa Corcoran on Top Investment Ideas for 2024 | December 4, 2023
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Uranium 2023: Revenge of the Nerds (Dec 2023)
As value investors, we frequently find ourselves investing in companies and industries that are out of favor with the mainstream investing crowd. It feels like we’re always sitting at the unpopular kids’ table in the high school cafeteria. While the “cool” kids in their letterman jackets (or the metaphorical equivalent in our industry: the finance…
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Money (Dec 2023)
The marketplace believes, almost unanimously, that economic weakness causes less inflation. We believe this tenet to be way off base, leading to tremendous investment opportunity (and, conversely, peril). Yes, the CPI is rising at a slower rate and may continue to do so for a while. This is highly unlikely to last because the major…
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Wealthion | CIO Dave Iben on Inflation and Opportunities in Mining Stocks | November 10, 2023
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Q3 2023 Conference Call
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Super Terrific Happy Hour with Stephanie Pomboy and Grant Williams | CIO Dave Iben on Investment Opportunities in Inflation | October 8, 2023
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MarketWatch | Analyst Taylor McKenna on Silver’s Investment Appeal | September 13, 2023
