I am really struggling to not get bearish on gold and silver... the valuations given to silver miner Wheaton Precious Metals is not that sensible... and it makes up 21% of Silver Miner etf SIL US.
russellclark
Hedge fund manager - specialising in macro trends and short selling
291Posts
119Comments
13%Best ROI
Joined on 18th December 2025
When I was young, technology was always deflationary. Then from 2010 onwards it became inflationary. Now I think markets are pricing in tech deflation again.
Part of my strategy is Japanese bank consolidation. Constructive news today. I won Toho Bank which has a stake in a bank based in a neighbouring city...
