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Gold Miners vs. Tech Stocks: A Major Market Rotation Underway?
Mining Stock Daily · 5 ноября 2026 г. · 24 мин
Robert Sinn of Goldfinger Capital joins Trevor Hall on Mining Stock Daily to discuss the sharp selloff in technology equities following the U.S. midterm elections and what the resulting market volatility could mean for gold and mining stocks. Sinn examines the potential unwinding of the AI trade, the implications of a divided Congress for U.S. critical minerals policy, and the recent divergence between gold prices and gold mining equities. He highlights a significant technical reversal in major gold producers, including Newmont, which he believes could signal a turning point for the sector. The conversation also covers geopolitical risks surrounding Iran, the potential for further market liquidation, and why November's tax-loss selling season could present opportunities for investors looking to accumulate beaten-down junior mining stocks ahead of 2027.