"We believe the best ways to invest in the gold cycle are buying physical gold (a safe asset) or investing in junior gold miners (highest leverage to the gold price) that are 1-2 years away from production."
I would probably add junior miners in safe geopolitical location which are significantly undervalued and with good management. Hmm sounds like CRK.
CRK Price at posting:
55.6¢ Sentiment: Buy Disclosure: Held