Omicron crisis affecting all markets

How little do we know about the new Omicron variant of the Corona virus? The less we know, the more we fear. Hence markets have found a valid pretext for a brutal sell-off. Were valuations overstretched? For most stocks that cannot be denied. If the stock market decline coincides with a slowing economy, stock price targets may need to be revised down significantly. If this perspective unfolds, stocks will look even more pricey after a 10% decline from current levels.

Agnico Eagle and Kirkland Lake will merge

Negotiations between the two partners have been ongoing for some time, but the news was revealed only last week. Agnico Eagle CEO Sean Boyd discussed the benefits of his company’s proposed merger with Kirkland Lake Gold.

Early autumn precious metals and miners conferences

With summer and the US labor day behind us, a few conferences have taken place, usually in mixed mode: partly virtual and partly on venue.

There was the (33rd) Denver annual Gold Forum (in Colorado Springs) and the 2021 Precious Metals Summit in Beaver Creek (also Colorado).

Oversold miners; Lagging gold

The yellow metal peaked in August 2020 at an all time high, with miners following in the slip stream. While little over one year later, gold is less than 15% off its peak, miners are oversold and lagging gold.

Freedom Fest 2021

Michelle Makori of Kitco News heads off interviewing libertarian Yaron Brook.

Writing a short duration put

You are about to write a limited buy order on a very liquid stock. Imagine what your stock broker might do.

Contributor driven miner and explorer list

The contributor driven miner and explorer list goes back nearly a decade, but only few of the original contributor picks have been maintained throughout that period.

Gold miners regain their regression trend line

Since the summer of 2018, the HUI gold miners index has been following a regression trend line relative to gold. The emerging trend was first described in September 2019 and confirmed last year.

Freegold Forum

Apr 10, 2021; 

Disambiguation: 

"Freegold" usually stands for a non-managed and non manipulated gold market. Freegold adepts are wary of future trading, since this allows both naked shorts and speculative longs, both of which tend to distort price discovery. The original ideas stem from 'The gold trail' which still can be read on UsaGold. Fofoa (link) follows that line of thought.

'Freegold' also is one of the former South African gold miners which has been consolidated into Anglogold Ashanti.

'Freegold Ventures Ltd' is a Canadian gold explorer, mainly focusing on an Alaskan copper-gold project "Golden Summit".

This short article is addressing active posters of the Freegold Forum. 

Crédit-Suisse Global Investment Returns Yearbook 2021

The Crédit Suisse Global Investment Returns Yearbook 2021 was released early March. The summary version is available at the Crédit Suisse Research web site. The current edition includes the complete chapter on emerging markets.