The Wandering Investor noticed that high inflation has companies building mines facing cost overruns. So he asked me if that would be a challenge for pre-production sweet spot (PPSS) stocks that I'd normally favor. Sharp guy—it certainly is an issue, and I've written about it. But the same issue affects producers and even explorers in their own ways. This conversation offers guidance for resource investors looking to navigate these treacherous waters.
Note: Ladislas is an affiliate, so please use his links if you'd like to support his work. He's also a client, so he knows exactly what he's talking about when he discusses my work.