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Don’t see much to like but
Posted on: March 9, 2025 at 12:09:16 CT
slamduncan KC
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gold, silver and associated miners. Staying with FCX for my copper exposure. Got a lot in cash and pretty big positions still in large caps
But have trimmed a lot too. Some bond fund exposure. A lil bit in Oxy in case something pops with oil. A few speculative plays with GXO and Amkor Tech but don’t expect much for awhile.
Only thing that seems smart is safe haven assets and cash.
But have trimmed a lot too. Some bond fund exposure. A lil bit in Oxy in case something pops with oil. A few speculative plays with GXO and Amkor Tech but don’t expect much for awhile.
Only thing that seems smart is safe haven assets and cash.
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Don’t see much to like but - slamduncan KC - 3/9 12:09:16
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