Loading ...USD is leaning positive and rates on the 10 yr. are up 5 bips.
I’m surprised pm’s and shares are up at all. At times the whole sector looks so obviously bullish, but we’ve been fooled so many times, it’s hard to have any conviction. The shares look really bullish to me, but I’m reluctant to add.`
Overton – thanks, I have some GORO still and flip it every now and then. It has underperformed going into the new year, as are a few laggards in my pool. GROY, BTG and some other small caps. Large caps too. Hopefully we’ll get a repeat of last year’s move higher starting in January – at least.