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- ⛏ Gold Remains the Last Refuge
⛏ Gold Remains the Last Refuge
The Resource Roundup

Good Reads
Interest Rate Swaps Collapse, Gold Remains the Last Refuge
In a shift not seen since the financial crisis, US Treasuries are no longer acting as a safe haven during market volatility. Swap spreads are in freefall, investor appetite for US duration is collapsing, and the traditional relationship between interest rates and the dollar is breaking down. This isn’t short-term noise — it’s a fundamental warning from the bond market. Read on »
Gold Takeovers Heat Up Fast
Two takeovers in one week—Orogen Royalties and Lumina Gold—highlight the appetite for high-quality gold projects. As gold prices climb and valuations recalibrate, majors are aggressively locking in assets before the rest of the market catches on. Read on »
Is Gold's Surge Sustainable?
With gold climbing rapidly and setting new records, it’s entered a “crazy-overbought” zone not seen in 13.7 years. Based on over 50 years of market data, this level of technical extension is historically unsustainable — and likely to trigger a correction. Read on »
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