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VRA Letter: The Bull Market of Bull Markets in Precious Miners and Miners; Especially the Junior Miners.

Good Thursday morning. As the markets figure out “Trumps trade war” (it’s not, not when our exports to Canada and Mexico make up just 2.7% of US GDP), this morning we’re spending a few minutes on the developments in precio ...

Posted On March 06, 20256 MIN Read
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Good Thursday morning. As the markets figure out “Trumps trade war” (it’s not, not when our exports to Canada and Mexico make up just 2.7% of US GDP), this morning we’re spending a few minutes on the developments in precious metals and miners, where we believe a bull market of bull markets is underway.

Gold has been on a tear…we believe a move to $4,000/oz by year-end is underway now. Last: $2915/oz. Why? Big, important, long term reasons. 

The Fed is cutting rates (just getting started), global governments are printing cash like it’s Monopoly money (all inflation stems from money printing) and the US dollar has broken down below the 200 dma, a move that Team Trump is committed to seeing speed up (lower rates and USD are highly bullish for metals/miners). 

Many have Trump wrong on the USD. While he’s beyond committed to seeing the dollar remain as the world’s reserve currency, Team Trump is tired of America being played in the global currency markets, as global governments pri...

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