AKE 0.00% $9.83 allkem limited

yehh exaclty oze, the hot money has gone to gold it seems....

  1. 646 Posts.
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    yehh exaclty oze, the hot money has gone to gold it seems. Fundamentally the junior gold market has performed terribly on average at best over the past 5 years, and the mid caps and LGL/NCM have never been cheap enough to buy. So ill happily hold my money in industries that are hard to enter, with nice large margins (iron ore, lithium (brines) and potash).

    perhaps im a sceptic, but is anyone else suspicious of the falling USD being a rebound tool for the US economy, they seem pretty happy for it too fall, boost imports, create growth without having to lower rates further (if they can) and not create an asset buble. (probably a question for the gold and currency thread i know)
 
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