

Good Reads
Equinox gold output jumps 34% after Orla merger
Equinox Gold (EQX) increased third-quarter gold production by 34% following its merger with Orla Mining, as stronger Canadian operations helped the company advance towards its annual output target. Read on »
Bonds At 5%: Is The 10-Year Treasury Finally A Buy?
The 10-year Treasury yield closed September north of 5.2%, the highest level in roughly 24 years. Most of the headlines treat that as a warning. I think it’s the most interesting opportunity investors have seen in bonds since before the Financial Crisis. The question I keep getting is simple: are bonds at 5% actually worth owning, or is this just another trap after the worst bond bear market in modern history? Read on »
Tech giants come knocking for a piece of Anglo American
Anglo American (AAL) has held talks with technology companies interested in buying equity in the miner as a way of securing supplies of the metals that go into data centres, chief executive Duncan Wanblad told the Financial Times’ Metals and Mining Summit in London on Thursday. Read on »
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