Mikey, these two guys see the same thing,First the bad. Gold...

Mikey, these two guys see the same thing,
First the bad. Gold miners do not have a good record in 2000s on producing good results for investors. There are exceptions but the rule in this period is not good.

The good is the timing right now might be as good today as it was in 1977-79. Finding Value interviewed "Casper", both are sober types, especially Casper. They were both almost passing out in ecstasy over the current timing on Silver, with Gold and Oil not far behind. It is about 30 minutes, they get into both the commodities and the stocks. They expect the best PM miner stock results in over 40 years.

Part 1 https://www.youtube.com/watch?v=_8NiHIrIn5I+ Metals
Part 2 https://www.youtube.com/watch?v=DpgVBlyvAio+ Oil and U
Both look at value, but are big into charts and cycles.

Nice breakout today on Beacon.