Yardeni hikes SP500 target

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Sprott Inc. Update

Buys: Mako Mining, Santacruz Silver, tankers, silver miners.

Sells: Dolly Varden, Novagold, Ero Copper, SSR Mining,...

 

Oil Vs. Inventory

Oil should be at $75. The market is pricing in $30 in premium.

 

Grasberg restart delayed

Grasberg produces 1% of global silver supply.