Loading ...Otavio (Tavi) Costa
@TaviCosta
Early breakout in the miners.
Amazes me how the miners-to-gold ratio still sits at historically undervalued levels.
This move is likely to accelerate to the upside.
Operating leverage in mining companies during a secular cycle is one of the most powerful dynamics in the market.
Investors still seem to believe current mining profits are temporary.
I could not disagree more.