gold

Latest news and analysis on gold

Equities

Morgan Stanley’s latest views on copper, coal, gold, iron ore, nickel, and lithium (+ top ASX stock picks)

Recent data on the Chinese economy showed a pick up in industrial production, as well as copper, coal and iron ore imports.
29M
AWC
+6
Carl Capolingua
Livewire Markets
Education

Facts and fiction about gold

Gold confuses many because its main driver is not geopolitical risk, a big CPI print or downbeat investor sentiment
DEG
+2
Rudi Filapek-Vandyck
FNArena
Asset Allocation

Interest rate cuts during a bubble? Buy stocks and copper says this major broker

Rate cuts into bubbles? Rather than run for the risk-aversion hills, Citi loves the smell of irrational exuberance in the morning!
Carl Capolingua
Livewire Markets
Equities

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Equities

Katana's top 2 gold stocks

With the gold price at an all time record high, we outline our top 2 gold stocks.
DEG
Romano Sala Tenna
Katana Asset Management
Daily Report

ASX 200 futures flat, S&P 500 gives back gains + Gold soars past US$2,100

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Reporting Season

Newmont vs Evolution: Which is the superior gold miner?

Gold miners have struggled to produce cash flow and paying pennies for dividends. But turning around operations is easier said than done.
+1
Kerry Sun
Livewire Markets
Commodities

Gold stocks to roar in the Trump Economy

Gold stocks are out of sorts currently…but looked primed to rumble down the line.
BGL
Callum Newman
Fat Tail Investment Research
Commodities

Are ASX gold explorers bargains?

What are investors talking about right now? AI and Bitcoin. What are they not talking about? Gold stocks. Should they?
RED
+3
Kiryll Prakapenka
Fat Tail Investment Research
Asset Allocation

Outlook for junior miners, uranium, copper, oil & gas | John Forwood

Murdoch speaks with John Forwood the CIO at Lowell Resources about the outlook for Junior miners, Uranium, Copper, Gold, Lithium, Oil & Gas.
BSN
+4
Murdoch Gatti
York Wealth Management
Commodities

Why 2024 could be a treasure trove for Gold

With the gold price near all-time highs in every major currency, investors are wondering what happens next. From where we sit, the gold price is likely to stay...
David Tuckwell
Global X ETFs
Asset Allocation

Are you under-invested in bullion? The answer may depend on your definition of risk

Clive Smith looks at how one's conception of risk can determine how much bullion should be held within a portfolio.
Clive Smith
Russell Investments
Equities

New gold producer Bellevue eyes impending free cashflow as key to share re-rate

Plus, EQ emerging as a national champion in the critical tungsten game
BGL
EQR
+4
Barry FitzGerald
Independent Journalist
Investment Theme

3 ways to take on a falling US dollar (or rising Australian dollar)

Position your portfolio to benefit from the depreciation of the US dollar and the rise of the Australian dollar.
+5
Arian Neiron
VanEck
Education

Gold is money. Everything else is credit

As J.P Morgan noted: "Gold is money. Everything else is credit." Here we discuss the case for gold and silver investing in todays market.
Michael Goldberg
Collins St Value Fund
Commodities

Betting on gold and how they make the Melbourne Cup!

The Lexus Melbourne Cup is a handcrafted masterpiece that takes more than 300 hours to produce and is worth $600,000.
Jordan Eliseo
ABC Bullion
Equities

One down, two to go

Last week, we highlighted the record Australian gold price and our top three gold picks. On Monday, one received a takeover offer.
CHN
DEG
+4
Romano Sala Tenna
Katana Asset Management
Commodities

Don't be like Harry Hindsight: Why now is the time to consider gold

When markets are trading at or near all-time highs, it’s not normally that hard to see signs of investor exuberance. Whether it be speculative positioning, fund...
Jordan Eliseo
ABC Bullion
Equities

The price of gold in Aussie dollars has NEVER been higher… 3 gold stocks to consider

. The table at the end of that article best summarises why we have invested in this company and the potential price triggers. Tietto Minerals Limited The emerging...
Romano Sala Tenna
Katana Asset Management
Equities

Investors should be excited, not fearful

'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Greg Canavan
Fat Tail Investment Research
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