⛏ Gold miners stage comeback

Goehring & Rozencwajg: A Peek Ahead
Such is the rhythm of markets: what is unfashionable becomes indispensable, what is indispensable becomes passé. We suggest—again, only a teaser—that by the time the next commodity bull market exhausts itself in the late 2030s, at least a quarter of the Forbes 400 will once again be energy barons. Of today’s 178 technology and finance grandees, perhaps fifty will remain. Read on »

Assessing Gold’s Portfolio Utility
We find that gold’s long-term relationship with global growth, coupled with its lack of correlation to the shorter-term business cycle, makes it appealing to an optimizer. This is especially true during periods of inflationary shocks, geopolitical uncertainty, and positive stock-bond correlation. Read on »

Gold miners stage comeback as share sales surge to record high
Gold miners have just raised their highest ever quarterly proceeds from share sales, with a prolonged rally in bullion prices attracting a range of investors seeking extra profit by betting on the companies that produce the metal. Read on »

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