Bloomberg Surveillance · Friday, July 10, 2026
George Noble identifies energy stocks, gold stocks, and other commodity names as attractive investment opportunities, citing a compelling risk-reward profile. He suggests a potential "reflation" trend and sees significant upside with limited downside in these sectors.
“I think the risk award is very appealing. There's very little downside and potentially a lot of upside. I like reflation. Generally speaking, gold stocks I think are a huge buyer right here SSRM as an example, seven times earnings, not cash flow, seven times earnings. Right So, gold stocks, energy stocks, other commodity names, like some of the copper copper names, they're all they're all very interesting to me.”