From Casey Research:
Given the profoundly bearish sentiment that has gripped so many participants in the resource sector, particularly gold investors, we decided to poll the chief editors at Casey Research regarding the current selloff. We recognize the severity of the situation and want readers to know we're taking it very seriously.
We also want readers to know that the "Casey consensus" is not a single view imposed on all, but the result of a constant conversation we have among ourselves, questioning our own premises, making sure we don't ignore new data if and when it contradicts our expectations. This is why some of the thoughts below will seem less positive than others; we see this sort of open discourse as a good and healthy thing for out business.
Without further ado, then, here are the thoughts of the principal members of the Casey Brain Trust...
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