Hello,
First of all I've never traded stocks, neither was I really interested until now. I wish to diversify (dividends stocks, miners etc…) after some high risk investements and resist the gambling bones in my body but I discovered russians gold miners.
Some thoughts below
-Seen some articles, notably Zoltan Poszar's Bretton Woods 3 mentionning that gold could be a winner in the future because of what happened recently.
So the main risk (I can see as of now) right now are :
-companies are nationalized
-war continues/escalation
-Gold already topped
–> Basically downside risk is 0 so it's well defined
Does this make sense to bet on a recovery right now ? Seems that, as mentionned, risk is well defined and reward could mean miners go back to the previous value and you own nice companies for a discounted price.
Regarding other gold miners: I haven't really made my mind yet and will probably buy in etfs
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