1) Its a trade war thing
2) There's something much more fundamental at play and it's got a bit of the 'John Paul Jones' about it.
I'm in the 2nd camp until proven wrong therefore see my exposure as investment not a 'trading op' (trading gold is soooo hard and there are much easier things to do )
So just got about 3% of portfolio spread in about 4, bluey to large resource spec and pretty much just forgotton about them other than the weekly 2 sec check of the POG.
If it turns into something much more obvious will reconsider either way.
One the hound and I jagged on a 'nowra run' the other day in the subie, good band.
)
