The fundamentals are very strong for all these (equities). They're still generating a ton of cash flow. The mining, energy, gold names, they are all in great shape. But you get this speculative excess and it's really time for a re-rating of this.  -   Matt Gibson     Quotes
The fundamentals are very strong for all these (equities). They're still generating a ton of cash flow. The mining, energy, gold names, they are all in great shape. But you get this speculative excess and it's really time for a re-rating of this. Matt Gibson
 Energy