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Monday, October 04, 2021 5:45:46 PM
See the action out of the bottom in January 2016 and you'll see what I mean. This one will be even more spectacular because the fundamentals have shifted so heavily in favour of the miners. They're now the only sector throwing off positive Free Cash Flow Yield.
See Page 57 of this .PDF ( also Page 53 which shows the FCY is no "fluke" )
https://www.crescat.net/wp-content/uploads/Macro-Presentation_September2021.pdf
Crescat has the pulse of this sector like no other.
AUY!
"Luck" is when preparation meets opportunity. So, don't curse your "luck" because you weren't prepared when the opportunity appeared.
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