Mining Sector Ideas

[gfp927z]

Bigworld, >> 100% to cash and Treasuries <<

Yes, I'm already there, except for the 1% stock allocation that is underwater, plus the metals related allocation. It seems unlikely that Trump will reverse course on the tariffs, so we get recession, plus inflation (stagflation), and a lousy stock market.

That seems to be what's coming, so no more 'buy the dip' for a while, and the bottom might not arrive until next year (?) As you said, seeing Buffett buying stocks again would be a good sign.



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