The facts are Gold currently has significant long-term tailwinds & Gold miners are very undervalued after a deep bear market.
Equinox has over 25-years experience investing in Gold and Silver miners and close to $1Bn in assets under management.
In this interview with Chief Investment Officer Sean Fieler you will learn:
What is Driving this Gold Bull Market:
1. Fiscal Policy - Federal Government spent 2x its revenues in FY2020;
2. Monetary Policy - Central banks cannot stop QE;
3. Debt Levels - Total US debt spiked to 400% of GDP
4. Gold Accumulation - Gold ETFs added 1,000+ tonnes YTD
Equinox’s edge in selecting mining stocks - their 10 C's inlucding:
- Understand insiders’ economics and
- Know the asset history;
A huge universe with little coverage - 1100 precious metals miners at $600b total market cap, with top 10 companies an outsized portion, and sell-side covering around 100.
Adding miners to a gold bullion portfolio increases performance, lowers miner’s volatility, and retains the inverse correlation of both.