@ResetTime2030@evankatzel It’s ok, NCX is the vast majority of my portfolio.
Portfolio managers would scream at me if they knew.
Something something diversification
@ResetTime2030 Seems unlikely that Warsh will either cut or raise rates given the situation. What’s your base case moving forward on what the Fed will do?
@PeterBures@SwordCalls Would it make sense for your team to look into owning options-overlaid funds like KSLV? A professional team writing options on silver and distributing tax-efficient income which could be a method for your team to receive yield from silver exposure and pass it to shareholders.