SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Aristocrats (tm) -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (4428)2/3/2024 4:14:00 PM
From: sense  Respond to of 5610
 
I think the ground between Agnico and MAG, now as Larder Lake... is not a big question... which is why I bought Bear back in the day. Its the "high grade" section in the middle... and its (one reason) why I'll continue to hold Orecap...

For silver - with HL, MAG and Calibre... I think you keep an eye on Core Assets...

But, in all of them... I don't think the "$4000 silver by mid February" stuff is worth listening to...

We're ENTERING market perception of recession risks... and market declines still to come... not yet at the point of emerging from the contraction being imposed now... if slowly...

But, I will agree with others that... there may be much less of a lag between "entry to contraction" and moves higher in the miners, this time... as FAR more likely to be driven by market awareness of the impact of "rate cuts" on inflation risks than by awareness of economic recovery driving demand growth...

That's an inevitable impact of "financialization"... and growing market awareness of it...

Still not buying 3 rate cuts by March as some are flogging... ?

But... I think August will be interesting... as that's apparently BRIC's target for their "launch" of new gold backed currency project... and appears synched with the schedule unfolding in the markets otherwise.