UK 10:04 Saturday, 24 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Money Manager Steven Van Metre admits that his macro thesis can be wrong in the short to intermediate-term but believes it will play out as interest rates collapse to zero. Those that are bullish on gold miners should also be bullish on bonds. He expects the GDX to fall and explains the relationship between it and the TLT. He believes bonds will rally, GDX will drop much lower, and then he can flip his portfolio into the junior miners. And falling mining equities often are a leading indicator of a coming liquidity event and a move lower by the broader equities.
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