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NEM - The Battle Between FANG And BANG Is About To Get Very Interesting
Newmont Mining Corporation
Summary
As for the FANG stocks, it’s pretty remarkable to see them generate essentially zero return as a group since mid-2018, even after their strong runup to start the year.
The situation for the BANG stocks, still broadly ignored by investors, is very different.
If the return of inflation proves to be secular rather than cyclical, BANG stocks’ recent outperformance is likely only the beginning of a much bigger trend.