Posts tagged as “inflation”

When Risk Premiums Collapse, Gold Equities Become the Growth Trade

When Risk Premiums Collapse, Gold Equities Become the Growth Trade

February 17, 2026

As inflation compresses the equity risk premium, earnings growth is shifting from technology to real assets. Gold miners now offer technology-like earnings leverage at commodity valuations.

Gold’s Strength Reflects Structural Changes in the Global Monetary System
Why government spending and reserve shifts point to a structurally higher gold price.
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.
The Trader Who Made $250 Million from Russian Oil Arbitrage
A 31-year-old German trader built a $250 million fortune trading Russian oil.
The Rise of Southeast Asia’s Bullion Banks
Southeast Asia is quietly assembling the plumbing for a regional bullion-banking system. The most visible catalyst is Laos, which in late 2024 chartered Lao Bullion...
These 5 Gold Mining Stocks Are Up 163% in 2025
Gold miners are the clear winners of the “debasement trade.”

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Posts tagged as “inflation”

When Risk Premiums Collapse, Gold Equities Become the Growth Trade