Skol, just because you are bullish gold doesn’t automatically make you a gold bug.
Goehring & Rozencwajg are amongst the top commodity investors in the world and have just turned bullish gold and are certainly not perma gold bulls. They are also bullish oil fwiw and that article on their website is even better.
https://blog.gorozen.com/blog/is-gold-in-a-new-bull-market-phase
Avi Guilbert is one of the world's best EW technicians. Look at how bullish his wave count for gold and GDX are. This guy has had some amazing calls over the decades, including on the downside for gold.
https://www.elliottwavetrader.net/p/analysis/Still-In-A-Bottoming-Structure-202306288568530.html
I am invested in GCY hoping for a major gold discovery coinciding with a major gold bull market!
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