The FedI think the best thing about not owning gold companies would be that one wouldn't need worry about what the Fed will say next. Or at least not as much. And it seems the fk'n Fed is saying something almost every day. And the dumb Gold price Algos are totally programed to respond to every word. I am curious what the Fed will say when the inflation doesn't just go away, and when the world economy starts to cool as many countries have the worst Covid since the start of it all, and the USA could return to the worst of times Covid wise.
What's your take mm on the importance of the new La Mancha fund to EDV. 20% EDV is a pretty big chunk.