Good Reads
Gold Is Technically Oversold With the Debasement Trade Alive and Well
NOVAGOLD Resources (NG) will acquire the Donlin Gold stake it does not already own from Paulson Advisors in an all-stock transaction that creates a gold miner worth about $4.2 billion and simplifies ownership of one of the world’s largest undeveloped projects. Read on »
US investors rethink bonds' role as inflation reshapes portfolios
Some U.S. investors who once relied on bonds to cushion equity selloffs are making more room for commodities, infrastructure, private credit and other inflation-sensitive assets to protect themselves against inflation. Read on »
The World's Smartest Gold Buyers Are Back
Since publishing my 26 Stocks to Watch for 2026 at the start of the year, my view on gold miners has changed. I didn’t include GDX on that list because I thought the risk/reward wasn’t compelling after the huge run in precious metals last year. But the relative underperformance of miners versus gold this year has made the group far more interesting to me (again). Read on »
Community News
Gold slips 2% as oil rally brings Fed rate hikes into focus Link>>
Doug Casey on Fort Knox, America’s $1 Trillion in Gold, and the Question No One Is Asking Link>>
What Surging Bond Yields Mean for Consumers and Markets Link>>
Copper price pulls back from record territory as war jitters trump earnings beats Link>>
Money Is Not Debt Link>>