Section
Precious Metals
1054 posts
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Gold Is No Longer a Commodity: Five Forces Reshaping Strategic Portfolios
In a wide-ranging conversation on The Meb Faber Show,¹ Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, works through…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
China's Gold Chase: Strategy, Not Speculation
When Chinese President Xi Jinping tells Spanish Prime Minister Pedro Sánchez that "the international order is crumbling into…
Gold Regains Its Luster
by Adam Turnquist, Chief Technical Strategist, LPL Research For an asset often designated as a store of value,…
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
Gold Miners in 2026: Beneath the Surface, the Case Is Building
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Gold miners’ all-in sustaining costs have risen…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
Eldorado Gold Defies a Weak Mining Sector With a Powerful Breakout Setup
by SIACharts.com Eldorado Gold Corp. (ELD.TO) carries an SIA SMAX score of 10/10. The shares remain technically constructive…
Sometimes Good Isn’t Good Enough
by Craig Basinger & Derek Benedet, Purpose Investments As we pass the halfway point of S&P 500 Q2…
What is going on with gold?
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Summary Russ Koesterich explains gold’s recent fall and lays out…
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…