NVA 2.56% 19.0¢ nova minerals limited

Yep, big crash starting late this year, and huge QE/ fiscal...

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    Yep, big crash starting late this year, and huge QE/ fiscal stimulus to follow that will drive a very big inflation cycle after. Hopefully a lot of room to run this year in risk assets before bubble bursts though.

    Gold more of a sure thing to continue running up than anything else for now in my view.

    Look at the past 2 cycles as interest rate hikes were paused, and then where gold goes as rate cuts happen. $3000 this year very achievable. The bulk of the moves up happen after they start cutting. We are still very early in this cycle.
    Gold holding up despite the dollar backing up over the past month or so. Once that rolls over properly, it is going to be a huge tail wind, and miners' balance sheets will be undeniable. Whole sector will become attractive again (Finally!).
    https://hotcopper.com.au/data/attachments/6049/6049869-00784096bcb03ddf629a892d935da72d.jpg

 
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