Good Reads
From Relic to Renaissance: Why Oil’s Repricing Could Define the Next Decade
The world has decided it does not like oil. One would be hard-pressed to find another commodity so roundly scorned, so dismissed as a relic of another age. And yet, history suggests that such moments of universal disdain are precisely the moments when fortunes are made. We believe oil could well be the best-performing commodity of the next five years, perhaps of the decade. Read on »
Gold Bulls Take a Beating But Are They Down and Out?
Corrections are healthy and normal in a bull market. But a big selloff could also indicate the end of a bull run. So, where are we now? Even with the big selloff, gold is still up over 89% since Jan. 1, 2024. It’s been a remarkable run, and it will end at some point. The question investors need to ask themselves is: are the fundamentals that pushed gold to record levels still in play? Read on »
North American miners sell shares at fastest pace since 2013
Mining companies are selling shares at the fastest clip in a decade, and investors looking for exposure to sharply higher gold prices and in-demand critical minerals can’t get enough. Read on »
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