3min chapter

Mining Stock Education cover image

How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger

Mining Stock Education

CHAPTER

Introduction

Matt Geiger is a resource fund manager over at MJG Capital dot com. He says commodity prices, mining equities specifically are cheap and in fact very cheap relative to their historic valuations. The other metric that gets him excited is industry-wide CapEx expenditures. Even with this run-up we've seen over the past two years, we have not seen a commensurate rise in actual capital expenditures.

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