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The recent days away from the office and doing non-work things also gave your humble scribe time to reflect on the state of his current junior mining company portfolio, refected in the 'Stocks to Follow' list in The IKN Weekly. And the fact is that things aren't the way I'd like them to be in that portfolio so as of this weekend there are going to be some changes, first in strategic direction and then, bit by bit, companies held and covered.
The other thing I found myself reflecting upon a lot while soaking bones in large pools of hot mineralized waters, to an extent that it surprised me, is the relationship of two currencies as seen in this chart:
In the medium-term, I'm forced to concede that Loonie vs Greenback will become an important factor in stock selection. It's a balance sheet thing, y'see...