SAR Daily Price Discussion, page-693

Yeah, I had originally dismissed the Trump trade wars story, but as time wore on and base and industrial metals continued to languish, I realized that the market could stay irrational longer than I could stay solvent with base metals and I also rotated out of a lot of base metal stuff into AUD gold producers, so have been feeling ok about that since the latest COVID-19 market ructions.

Feel I finally have the balance right with the gold miners so sticking with SAR among others. Could be in for another period of zooming gold prices but less movement in gold stocks coming up, which can be frustrating so will be interesting to see....