The David Lin Report · Wednesday, August 12, 2026
Ted Oakley's fund, which held significant cash after selling miners and silver in late 2023/early 2024, has reinvested in miners following a 35-40% correction. He anticipates these investments will perform well by year-end.
“We have about 45% We raised a lot of cash in the third quarter, I mean, in the fourth quarter last year, and the month of January because we sold a lot of the miners, and we sold all the silver, and we sold part of the gold.”
“But those miners, they corrected 35 or 40%. So over the last six weeks, we've replenished all of that because we think that's all will do well going into the end of the year.”