Last quarter we published “A Flight to Quality”, where we took you through our gold thesis in the context of a rapidly evolving global pandemic response. There, we recommended a…
These are sobering times. Though strained credit and equities markets have long indicated to us an environment ripe for correction, the Russia-Saudi oil dispute and the development of the COVID-19…
With the focus squarely shifting back to the mining sector we feel now is the time for investors to take advantage of this change in sentiment. In this publication we…