ADAM HAMILTON OM GULDAKTIER
”The major gold miners fundamentals were very strong in the just-reported second quarter. Production growth drove lower costs, which along with rallying gold prices really helped catapult profits radically higher.
This is translated into falling P/E-ratios, emphasizing the extreme undervaluation rampant in this deeply-out-of-favor-sector.
Sooner or later investors will take notice and start returning an masse. The universally despised gold stocks are the last dirt-cheap sector in these Trumphoria-inflated stock markets. No one wants anything to do with them, which is the best time to buy low before they soar. All it will take to ignite gold stocks overdue mean-reverting rally is gold investment demand returning. The miners profits will really leverage gold rallying higher, making gold stocks even more fundamentally compelling.”
Är han Bullish eller är han Bullish? Bullish!
JOHN HUSSMAN
”There is not a single decile of stocks for which we expect market losses of less than about – 54% as cycle completes.”
Är han Bearish eller är han Bearish? Bearish!
John Hussman är en av de stora skeptikerna.
2024-05-07 | Bubbelblåsning |
2024-05-04 | Saftig krach varje gång! |
2024-05-04 | Österrikiska skolan |
2024-04-30 | Sluta läsa nyheter! |
2024-04-30 | Rik som en Argentinare |
2024-04-29 | Stiger alltid börsen? |
2024-02-08 | Kronan försvagas igen |
2023-05-30 | Sannolikt ingen botten i kronan ännu |
2023-04-13 | Sveriges Inflation 12%!!?? |
2023-03-24 | Go east young man! |
2023-03-17 | AJ-AJ-AJ-OJ-OJ-OJ! |
2023-01-17 | Börs och bostadspriser |
2023-01-16 | Inga räntehöjningar kvar? |
2021-07-31 | 7 visdomar |
2021-07-18 | Kloka ord från David |
2021-06-18 | Ekonomi |
2021-06-15 | En modern centralbank |
2021-06-11 | Socialism, konjunkturcyklen och visdom |
2021-04-26 | Cantillon-effekt |
2021-03-25 | Råd gällande greed |
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