DCN followers may want to read Esh's post on the RSG thread about his decision to sell out of his goldies - but he did not mention what he has done or will do with his DCN holding
It is a very sensible move, IMO, given his circumstances and what he has said.
I will continue to play in the goldie space for now, but the goldies are not moving up the way I had expected them to do despite where USD POG is now trading. Perhaps that will come later when the US Fed finally again starts reducing interest rates. That may happen later this year, or early 2020.
loki
DCN Price at posting:
43.0¢ Sentiment: None Disclosure: Not Held