Primer: IAMGOLD (IAG US) - Aug 2026
IAMGOLD is successfully transitioning into a significant mid-tier gold producer, driven by the ramp-up of its new, large-scale Côté Gold mine...
121 Views
MV Global Junior Gold Miners Index Rebalance: 27 Adds; 3 Deletes; US$3.8bn Trade
There are 27 adds, 3 deletes and 3 listing changes for the GDXJ. Estimated one-way turnover is 17.4% and round-trip trade is US$3.8bn. Capping...
1.2k Views
Upgrading Norway to Overweight; Stay Defensive. Buys in Utilities, Energy, and Materials
Upgrading Norway to Overweight; Stay Defensive. Buys in global Utilities, Energy, and Materials. $ACWI support at $134 holding for now, but still...
259 Views
2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices # 2
Copper trading above $6/lb - a new ALL TIME HIGH. As we wrote here, $5 is the new floor. Spec positioning in futures close to levels signalling...
1.3k Views
[Quiddity Index] MV Junior Gold Miners Index Dec26: Vault-Genesis Deal Has Massive Passive Flows
There isn't much flow int eh MV Junior Gold Miners Index rebal in December but there will be big flow in the interim with the deletion of Vault...
174 Views