The premise here is that Gold Miners have been the hottest sector since the COVID-19 pandemic took hold, outperforming all other sectors by a wide margin, even better than tech. However right now, some of that panic has receded and money is rotating, so gold and miners will need to take a rest. So, I’m[…]
Monthly Archives: July 2020
In this monthly letter we will cover: The Pandemic Time Out Portfolio Update Gold and Oil Outlook Things are both locked up and booming at the same time. The lockup makes it difficult to find new things to speculate on, but the economic situation has been very friendly to our holdings, and setting up for[…]