Jul. 26 at 11:01 AM
$B $SILJ $GDXJ $PAAS $SBSW
Trim profits if you want to, but our run within the mining sector is far from over.
What I see coming is more price appreciation for mining equities.
When the market ultimately rolls over, all equites will fall, including commodity related tickers.
The machines will simply kick in.
Algos will move in and rebalance funds, fear selling will come, margin calls will get triggered and we will experience a complete sell off.
However, looking at commodities through 2040, there is huge upside coming our way.
I’ve posted these same charts for multiple years. They both still remain very relevant.
Miners, energy and agribusinesses are going to see huge growth for the next 20 years.
While I’m currently trimming positions and securing gains, I will stay long my sector picks.
I have moved to 10+% cash, but that money is being accumulated to scale into individual corporate bonds.
https://www.kitco.com/opinion/2025-07-25/goldsilver-manipulator-behind-sub-40-silver
