RE:Shovel readyGood recent interview with AGG President : https://www.gbreports.com/interview/danny-callow Also interesting to read the commentaries of Bank of America (BoA) and TD Bank predicting continued sustained rallies in the price of gold (POG). Of course, when you read the commentaries on Kitco, every firm with Capital in its name has a prediction on the price of gold and where its headed: most higher these days, some lower, but when the major credible institutions like BoA and TD come out in support, one must pay heed (and of course they are not psychics, so their calls still might end up turning out to be wrong). The thesis for gold from BoA and TD goes something like this: if you fear inflation, then you should buy more gold. The Fed is trying to debase the USD to help the economy,. Will it help ? Maybe. Will it help the stock market ? Probably. Will it help gold ? Definitely. So gold has our back in this environment, which has not been the case for the last 5 years. But as has been rightly pointed out by some really smart investors, gold has a tendency to revert to a short term volatility asset, i.e. its price bounces around a lot after an economic crisis like the one in 2008 and like the current the one we now find ourselves. And when it bounces around, many good people lose their nerve and tend to bail out as the price drops, and then miss the real action should they have stayed in. So never underestimate the emotional energy we're going to need to hold onto it (and the exact same thing can be said by an order of magnitude for risky shares in junior exploration companies). Put another way, the probabilities are high that gold (and quality junior exploration companies) proves rewarding as long as you have the nerve to carry it for the journey.