Operation Twist is really not a stimulus. In my thought's, the Fed will not want another stimulus program, unless the stock market tank's. With huge insider selling, I am comfortable in 90% cash. The Baltic Dry Index just had a "dead cat bounce".
Earnings are going to be great, earnings going forward reflect paper silver prices and are subject to the whims of outrageous manipulation.
Poorer mining results augers for better deals, but a deal is a dilutive event until cash begins to flow. Heretofore, cash has flowed almost within days of the announced deal, by judicious timing, non events that are accretive. Surely Barnes who is still advisory to the board, is whispering that very tactic into Smallwood's ear.
Understanding the tactic, shareholder friendly acquisitions of streams almost instantly with streaming flows incoming, and actually being able to accomplish are the things that make SLW dicey.
This is a new administration after many years of burn em up Barnsie.
Price degradation in the wake of flat silver, the auspice of a gold correction, idiotic adherence to charts by the herd (a formidable obstacle, tools that use you instead of vice versa) and the Fed with its thumb on the wheel makes for sleepless nights.
Which is why, when I want to preserve a corps position through weak spots, I sell covered calls and let the time premium and degradation along with share value travel side by side.
Until that doesn't work anymore, and yes, it certainly doesn't every time.