Open Letter to Global Gold Company CEOs & Boards

September has been a rocky month to date as ‎fear of the state of the recovery takes hold. We continue to see a challenging path for the global economy. Equities have rebounded mightily off their deep lows and there looks to be pockets of strength especially in technology. Although nose bleed valuations for that sector may serve up a recipe for an even sharper correction at some juncture.Q2 2020 hedge fund letters, conferences and moreIn summary, this won’t end quickly. So key is to own companies that hold strong value and allow for upside in a stagnating world. ‎With that, I feel we remain we…

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HEDGE accordingly