Sumitomo Metal Mining - A Shiny Mix of Gold, Copper and Nickel
This miner has extremely conservative forecasts, some scarcity value, and a strong balance sheet for potential future buybacks and dividends.
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Getting Paid to Wait for a Gold Pullback: Short-Put Strategy
Selling SPDR Gold Shares (GLD US) puts offers a way to collect elevated premium while waiting for a tactical pullback in gold.
155 Views
Portfolio Update: Selective in Global Stocks, Commodities, Underweight Bonds
Breakdown of our global multi-asset portfolios with performance and positioning. We're overweight stocks and commodities and underweight bonds,...
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Strait of Hormuz Inflation Shock: Shifting Gold Seasonality, Consumer Sentiment and GC MAR27 Options
Gold futures may have gotten through the difficult part of 2026, giving rise to strategies such as GC March27 options. We discuss what we had seen...
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Primer: SPDR Gold Shares (GLD US) - Oct 2025
SPDR Gold Shares (GLD) is the largest and most liquid physically-backed gold exchange-traded fund (ETF) in the world, offering investors a...
436 Views