@jenstilmanydots
That's why I like Tin moar than Uranium on a pure niche Play...Tin is the niche of niche of niches...but needed for everyones hoop dreams...
@jenstilmanydots
I’m trying to set my portfolio up for stagflation. If inflation persists I hope I’ll knock it out of the park. If inflation fizzles out, my value stocks should still do pretty good
@jenstilmanydots
70s was 5 decades ago. So many variables would been different today and templating what worked then is no guarantee it will work today.
@jenstilmanydots
copper is an all-in energy play...just like tin...no matter which tards are right about the future, you will ALL need copper wires and solder.
@jenstilmanydots
Almost debt free cash flow printing monsters at $80 oil, big divis!!
What's not to love? Oh ya! Some premium management out there stressed tested to -30 oil!!
@jenstilmanydots
Don’t forget what gold did in the ten year period from ‘70 - ‘80
$35/oz to $910, 26x return. Gold stocks soared of the charts.
Will this happen again? Not likely. But a decade from now I think $5,000 au is a certainty.
While $300 likely won’t occur.