Gold & Silver Stocks Now A Screaming Buy? | Jeff Clark's Top Picks

Gold and mining stocks are positioned for a significant upward trend, driven by strong institutional demand and historical valuation anomalies. Despite recent price volatility and high interest rates, gold has shown resilience by rising alongside yields since 2022. Central bank reserves are expanding, with China’s buying accelerating for 24 consecutive months, while record inflows into gold ETFs signal robust institutional interest. Mining equities remain historically cheap, representing only 2% of global equities, with free cash flow yields at record highs. Mining analyst Jeff Clark identifies specific investment opportunities across four categories—pre-discovery, pre-resource, resource builders, and developers—emphasizing assets with high potential for acquisition by senior producers. The sector currently tracks closely with the 1970s bull market, suggesting that even a minor reallocation of global cash into mining could trigger a substantial market breakout.