Gold Stocks' Major Breakout

``... the fact that gold miners were priced as if gold was around $300 and they'd never earn a profit again, yet they were still earning on the order of $200 per ounce as an industry, was fundamentally ludicrous.  It made zero sense.  So we fought the extreme herd fear to aggressively buy elite gold and silver stocks in August and September.  I've never seen a greater fundamental disconnect of stock prices anywhere.''