Gold and mining stocks offer a 'perfect storm' opportunity in the next 1-2 quarters if equities underperform (transition from back-to-back 20% annual gains to flat/slightly negative performance) while mining company margins expand due to high metals prices and lower oil costs, causing momentum capital to rotate into commodities.
forecastpending
Speaker
Lobo TigretEvidence Quote
“imagine a world, just real quick, imagine a world where, okay, maybe there's no Trump session or whatever, but things are shaky, right? The the hand is still in the meat grinder and the pain is still there. Wall Street is trembling. People are looking around for a bright spot. If next quarter, if what when Q2 results come out and all the gold majors are reporting higher margins”
Created: 8/11/2026, 6:44:11 AM
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