How does it go against the fundamentals? NST is a gold producer and gold is falling and will continue to fall for a multitude or reasons that are not about to change. To be long gold and gold producers goes against the fundamentals. When gold lost the 13 handle the writing was on the wall to get short. Why not reverse your longs and get short? Why do you only want to make money in one direction? That doesn't make any sense to me.
s.loeb
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