Overview #16 – And the Beat Goes On
A review of recent events/data impacting our investment themes and outlook. We follow up on the Chinese bull market, Gold and the USD/JPY
377 Views
What’s the Best-Performing Major Asset Class This Year? Hint-Its Yellow and Shiny!
Gold is reaching new highs without much attention, traditional drivers like low real rates and a weak dollar have not impacted yet. What does this...
277 Views
Which Goldies are making real cash?
Greatland Gold transitions to producer status with acquisition of Telfer and Haveron assets, exceeding production expectations in first month and...
943 Views
We unpack 2 North American Deals
Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United States Orla Mining has...
1k Views
Overview #12 - Not Another Trump Trade!Time to Fade?
A review of recent events/data impacting our investment themes and outlook. We look at the some post election trends in China, Japan and Precious...
698 Views