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  • Credit Expansion Makes Gold Miners the New Growth Trade

    As inflation compresses the equity risk premium, earnings growth is shifting from technology to real assets. Gold miners now offer…

    February 17, 2026
  • AngloGold Ashanti: Record Profitability, Moderate Valuation

    AngloGold Ashanti is delivering record margins and multi-billion-dollar free cash flow, yet the shares still trade at a moderate multiple.

    February 24, 2026
  • Serabi Gold: A High-Margin Producer Trading at 5x Forward Earnings

    A micro-cap gold producer generating high margins and double-digit cash flow yields, yet still trading at roughly 5x forward earnings…

    February 19, 2026
  • Agnico Eagle: High-Quality Leverage to a Higher Gold Price

    A high-quality producer delivering durable cash flow and leverage to a sustained higher gold price.

    February 19, 2026
  • 6 Gold Miners With Earnings Outpacing Valuations

    Higher gold prices are driving operating leverage and margin expansion across a select group of producers, with earnings growth already…

    February 18, 2026
  • AltynGold: A Small Producer with Large Operating Leverage

    A low-cost Kazakhstan gold producer with ~£50m earnings potential, trading at ~7x forward earnings.

    February 17, 2026
  • Wall Street Is Now Speculating on $20,000 Gold

    Société Générale flags Wall Street’s $20,000 gold bets, signaling currency debasement fears.

    February 17, 2026
  • Gold’s Strength Reflects Structural Changes in the Global Monetary System

    Why government spending and reserve shifts point to a structurally higher gold price.

    February 16, 2026
  • J.P. Morgan: Gold Could Hit $8,500 if Households Raise Portfolio Exposure

    J.P. Morgan models a path to $8,500 gold if private investor allocations rise from 3% to 4.6% of financial assets.

    February 10, 2026
  • The Trader Who Made $250 Million from Russian Oil Arbitrage

    A 31-year-old German trader built a $250 million fortune trading Russian oil.

    November 10, 2025

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