Dave Erfle - Gold Volatility, Miners Lag, and M&A This Week
We’re joined by Dave Erfle, Founder and Editor of Junior Miner Junky, to break down the latest surge and correction in the gold price, and how investors should be reading the signals from gold stocks.
Key topics covered:
- Market-wide volatility and gold’s role as the only true safe haven
- Why miners sold off even as gold peaked, and what that signals
- Expectations for Q1 earnings: Will high margins attract new interest?
- Why M&A activity is heating up but still largely driven by Asian firms
- Context on the sector’s size: Market value has been growing fast
Dave also highlights recent takeovers like Lumina Gold and Triple Flag’s acquisition of Orogen, and explains why generalists may soon rotate into miners as broader markets stay unstable.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
