Newmont Proposes Taking Newcrest Back Into The Fold
Newcrest will, in all likelihood, grant due diligence to Newmont. I don't expect any FIRB pushback. Look to short Newmont late in the day, and buy...
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Zhaojin Mining Industry - Bear Market Rally or Start of Long-Term, Sustainable Recovery?
This is the first in a series of reports that we plan to publish on the gold mining companies listed in various Asian stock exchanges. Zhaojin...
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Interesting Counter-Intuitive Reversals Last Few Weeks (Breakouts…Positions…Key Notes)
In this note: 1) some interesting reversals, 2) some updates on stock pick performances, 3) other updates and items of note. A few enclosures...
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Although Fed Pares Back Rate-Hike Path, the Outlook for Gold as an Investment Remains Weak
Last Wednesday, the Federal Open Market Committee, or FOMC, maintained the current target federal funds rate of 0.25%-0.5%.At first glance, this...
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The Safe-Haven Gold Rally Has Shaky Footing
Resurgent investor demand for gold rests on tenuous circumstances.Historically, "safe haven" rallies have proved short-lived, and we see near-term...
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