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Jared Dillian: Sentiment Is Still Really, Really Bad
Forward Guidance
Gold Mining Stocks Outperform GLB
Jared Bernstein: Gold mining stocks are some of the worst businesses on the planet, everyone knows this. That's why they're valued so cheaply. With the exception of the last two days, there's been a period of time in the last month or so where GDX has actually outperformed GLB and by quite a bit,. It was really the first period of sustained outperformance of the miners versus gold in a long time.
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