GOLD MINERS: THE 'TOURIST IS BUYING
Why they will likely beat the S&P 500 and maybe even gold itself!
You folks know where I’ve stood on gold for the past few years. I’ve repeatedly counseled investors to abandon the US dollar and real-interest-rate regression analysis and instead focus on one thing — the People’s Bank of China. When the West confiscated Russia’s foreign exchange reserves, it forever changed the equation. Gold stopped being correlated w…