gold

After a strong rally in 2019 and 2020, gold traded sideways last year. Stock markets surged higher, and investors priced in higher US interest rates, blunting gold’s...

The stock market doesn’t view a calendar year any differently from all the other 365-day periods, but January is as good a time as any to look back and learn. If this...

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

Gold stocks, along with gold bullion have underperformed other asset classes so far in 2021, weighed down by elevated US Treasury yields and a stronger US dollar. The...

A fairly lacklustre morning gave way to a bullish afternoon for stocks with the IT sector surging back into vogue at the expense of Energy, the first day of red in...

Commodities have faced a protracted period of uncertainty since the global financial crisis. But with multiple structural tailwinds and the risk of inflation making...

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...

Long-term portfolio holding, Adriatic Metals, recently delivered their Definitive Feasibility Study (DFS) over the flagship Vares Project which is the final study...

I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets, except in amounts and conditions...

We recently mentioned Capricorn Metals (ASX:CMM) as a stock to watch with the company entering the commissioning phase of the Karlawinda project. Since then, there...

Precious metals fell sharply in June 2021, with gold, which fell by more than 7%, recording one of its largest monthly declines of the last decade. The key driver of...

The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund...

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to its first gold pour and...

In recent years, the general sentiment across much of the investment sector has been one that pushes industries towards a greater embrace of environmental, social and...

The decarbonisation of the power sector is well underway, according to one expert, and is no longer a question of "if", but a question of "when" and "how fast". David...

Yesterday I had a chat with Peter O’Connor, Shaw’s Senior Resource Analyst and a good mate of Market Matters. He’s a very good analyst and his views often contribute...

"Bull markets are born on pessimism, grown on scepticism, mature on optimism, and die on euphoria" - John Templeton It’s been just over three years since we last wrote...

The ongoing global pandemic caused by the COVID-19 virus has led market participants to re-evaluate their portfolios and market strategies, especially as global equity...