not ruling out stagflation but commodities not supporting an inflationary expectation.oversupply from huge capacity ramp over the past 2 decades now faced with cooling demand probably wont inflate prices... for now
not shorting but looking for value opportunities so been doing a deep dive on the sector to build a watchlist or even a wishlist.... shoudl have sued this to chaneg my BIAS to the shrot side but I fidn that counter intuitive when I am looking for value I had PAF at around $800/oz against an industry average of around $1200/oz hence my comment : not as cheap as MML @ $250/oz mind you but still a reasonable margin at current POG
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