Asia’s Gold Miners: High-Beta Plays for Gold’s Next Surge
Gold has shown consistent growth over two decades, while gold equities historically amplify bullion's performance but may still have room to run.
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Gold: YOU AIN'T SEEN NOTHIN' YET!
In April 2024 we published "Gold's Next Leg Up and Why It Matters". Gold was at $2k/oz at the writing. We followed that with "GOLD: Rocks or...
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[Quiddity Index] MV Junior Gold Miners Sep25 Rebal: Multiple Changes Possible; ~US$400mn One-Way
The MV Junior Gold Miners Index is an interesting rebal mostly because there is capping, and there are deletions both up and down. Names get...
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Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
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[Quiddity Index] MV Junior Gold Miners Sep25 Rebalance Predictions: Flow Expectations
The semi-annual index rebalance for the MV Junior Gold Miners Index will take place in September. There are several potential ADDs/DELs. So far all...
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