Rational arguments for selecting precious metal investments

Not many investment experts even consider precious metal mining. Those that do often are tacit about their stock selection rationale. The price performance of most (if not all) precious metal mining funds or ETF's lag that of the metals, moreover with a far higher stock volatility. It seems to be the worst choice possible.

Mining managers see opportunities

2021 has been another lousy year for precious metal mining investors. Year-to-date the HUI index of unhedged gold or silver miners has shed about 16%. The yellow metal closed 2020 at $1898/Oz and is in for a modest decline at around 5% over 2021. Precious metal mining CEO's look at the scene from a different angle.

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.