Thanks for the article from yesterday. The author refers to the report of Paul Kasriel, a credible economist, not a cheerleader, with Northern Trust. I think you get better evidence of Fed activity with MZM, rather than with M2, but M2 does reflect on U.S. economic activity.
I like IAG and WHT for the most undervalued of the highly liquid group. In that group I also like NEM, GLG, GOLD, and MNG.
Most of the exploration and junior plays that I like can be traced to Claude but there are a few others: CKG,RDU, IVN, AQI, CBD, MFL, SUF, and AGI. |
