We are by no means gold bugs. We don’t usually like investment opportunities that deliver no yield. But gold miners share prices have been slammed even more than physical gold, to the point where early this year they were looking very cheap. Finally, last month, we saw something which increased our interest level considerably. We now think the negatives are more than priced into gold miners and there are a bunch of factors which could, in our view, lead to upside surprises in the future. This led to us making a small investment with the Baker Steel Gold Fund. Read the full story here: (VIEW LINK)