Founders: Mining Buy Rationale Analysis
Jan 12th, 2024
Housekeeping: Good Morning. New Content— Excellent TA from 2 people coming soon. One is macro you saw yesterday, the other is live actionable stuff for Gold, Oil, Silver, S&P, and Bitcoin
Contents:
News Headlines
GSTrader1- Top Stories
JPM US Alpha Intel
We continue to hold a structural bullish view on gold and silver. We remain tactically constructive on energy and believe performance will be driven by a reversal in natural gas losses but also by oil, where solid demand growth should push prices higher off current spot levels, with carry adding further to returns.
Translation- they are NOT bullish anything short term
UBS Voice Note
Caught Our Eye- Hathaway Miner Analysis, Goldman to 5100