Our pal Mickey Fulp, the "mercenary geologist", stopped by this morning for a discussion of trade, tariffs, the metals and mining companies.
I think you'll find this audio to be quite interesting. Over the course of this discussion, Mickey addresses:
- the ongoing US supply deficit of many, vital metals and materials: https://www.goldgeologist.com/mercenary_musings/musing-180326-Americas-M...
- whether a global trade war might impact this issue
- the all-in sustaining costs for most silver and gold mining companies
- which sector of the industry he emphasizes for investment
- and much more!
Thanks again to Mickey for his time today and we urge you to, at a minimum, consider registering for his free email newsletter. Given the status of "the markets" in 2018, we all need as much quality information as we can find.