HF&G Idea Tracking - November Update
November was a great month for risk assets, although gold equities corrected sharply lower on "vaccine" optimism. 80% of our ideas are showing positive returns!
Just as we highlighted two months ago: copper production has problems going forward. This could get problematic right at a time when copper demand could be set to soar on the back of EV adoption rates rising. It is hard to find good copper plays but last month we added one copper junior to our recommendations: Taruga Minerals.
But first….here is the over…