Tag
Five weeks after the bottom call: 9 of 10 stocks up +7% avg, FNV the only loser as predicted. The new story isn't gold price — it's the capital-return supercycle (NEM's $6B buyback, AEM's A- credit). Plus: silver's hidden demand crack and the trade for the next leg.
Gold crashed from $5,321 to $4,520. Where is the bottom? Using AISC survival line + bear market multiple framework to estimate bottoms for 10 precious metals stocks across four gold price scenarios ($3,500/$4,000/$4,500/$5,500+). Includes detailed calculation methodology and staged entry strategy.
Central bank de-dollarization x Hormuz crisis safe haven x Silver industrial supply deficit. 10 precious metals stocks analyzed — gold miners, streamers, and silver plays.