How has a PM portfolio strategy changed since gold broke out?
It has been about a month since Erik Wetterling, Founder of The Hedgeless Horseman, and I chatted about the metals markets. Since that time we have seen the juniors start to play catch up to the gold price and major miner moves higher. We initially discuss if the recent action in the precious metals markets have changed his strategy. Then we wrap up the call with comments on the news out of Novo today.
Please email me with any questions you have for Quinton when I chat with him next week – Fleck@kererpot.com.
Click here to visit Erik’s site and follow along with his thoughts on the stocks he owns.