russellclark
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russellclark
Hedge fund manager - specialising in macro trends and short selling
294Posts
119Comments
13%Best ROI
Joined on 18th December 2025
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.
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.