Oxford Economics, together with the Silver Institute, recently published some very interesting research on silver. The report, called The Relevance of Silver in a Global Multi-Asset Portfolio, looked at how silver could contribute to optimal returns while minimizing risk.
Click the photo above or following link to read Optimal Silver Allocation.
In the last week, I hosted two panels. One was with new or expanding gold producers. The other was with base metals explorers & developers on the outlooks for copper, zinc, nickel, palladium, and their stocks.
Click the image above or the following link to read Another Angle on Gold M&A.
It’s been a relatively quiet week in the markets. Though I should emphasize ‘relatively’ in that sentence – things have been so chaotic of late that ‘quiet’ just means nothing moved in historic ways.
Click the image above or the following link to read Investors Aren’t Buying Anything (Economic Data Be Damned)
Click the image above or the following link to read Gilt Crisis Has Everyone Wondering: What Might Break Next?
Click the image above or the following link to read Thoughts From Two Conferences.
Last week I answered a reader’s question and the answer I provided, which ended up a lengthy discussion of the latest in the uranium market. Then the news hit that Japan will expedite its return to nuclear power, more than a decade after the Fukushima disaster. I added that info following the original response…which turned this into a major article. Click the following link to read The Mailbox Question That Got Away!
Incrementum fund management produces the outstanding annual In Gold We Trust Report. Thankfully, again this year they’ve dedicated a section to silver: Silver’s Inflation Conundrum.
Read my thoughts on the report here.
I realize that the bottom has fallen out, or is continuing to fall out, for all gold stocks.
What to do?
I remember about a year ago that you mentioned that you bought the stocks of a
number of majors when the March 2020 dive occurred.
Is that same opportunity for stocks and/or options for the gold majors on the horizon?
– Reader DD
Great question! Short answer is yes. The challenge will be timing, of course…
Click the following link to read Mailbox: When To Buy Gold Majors.
Click the photo above or the following link to read Macro Matters (but I promise more mining talk!)
Each year the Silver Institute publishes its World Silver Survey. In the 2022 edition, some key trends come to the fore and are certainly worth noting.
