OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Sounds Reasonable

Posted by ipso facto @ 9:57 on July 21, 2026  

Bushels 🌾 Barrels 🛢 & Bullion 💰
@BuBarrelBull
I’m shifting some exposure from energy equities to miners. I’m not bearish energy I just think the risk reward is less balanced.

I think gold is defending $4k well, rates have peaked, and central bank demand is quite strong at these levels. I think retail selling is pretty washed out and gold equity valuations are as attractive as I’ve ever seen them.

I think copper is holding up quite well against AI drama, whereas the equities have been punished very hard.

I also like lithium and uranium equities.

No Comments

No comments yet.

RSS feed for comments on this post.

Sorry, the comment form is closed at this time.

Go to Top

Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.