Section
Precious Metals
1014 posts
Gold: Testing Patience But Toeing the Line (For Now)
by Bryce Coward, CFA and Stephen Vanelli, CFA, Knowledge Leaders Capital Since early August the “barbarous relic” has…
November 24, 2020
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
These Are My 10 Favorite Junior Mining Companies
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold ended the trading session down 4.41% on Monday, November…
November 19, 2020
Spotlight Franco-Nevada: Innovating Gold Production
by Bryce Coward and Stephen Vanelli, Knowledge Leaders Capital Franco-Nevada is the world’s largest gold royalty and streaming…
September 7, 2020
And Just Like That, Buffett Likes Gold
by Frank Holmes, CEO, CIO, U.S. Global Investors A quote often attributed to legendary investor Warren Buffett is…
August 23, 2020
The Role of Gold
Investors have been jumping into gold. While gold can help during big down markets, it isn’t the best…
July 30, 2020
Owning Gold is as Much about Diversification as it is about Capital Appreciation
by Bryce Coward, CFA, Knowledge Leaders Capital Regular readers of our content know that we have been building…
June 28, 2020
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
June 24, 2020
Here’s 5 Reasons Why Gold Miners Have Massive Outperformance in the Tank
by Bryce Coward, CFA, Knowledge Leaders Capital As I write this note on a dreary Friday afternoon from…
May 18, 2020
What’s Behind the Breakout in Gold?
by Bryce Coward, CFA, Knowledge Leaders Capital This week’s breakout in gold is an epic expression of our…
February 21, 2020
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
August 9, 2019
Golden times for gold: What's behind the ongoing rally?
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
July 21, 2019
A More Dovish Fed Signals a Change in Investor Sentiment
Last week’s Fed meeting, which hinted that we could potentially see 1-2 interest rate cuts in the US…
June 28, 2019
Gold holds up even as equities rip
by Russ Koesterich, Portfolio Manager, Blackrock • the mystery of why gold is performing surprisingly well while stocks…
March 8, 2019
Market Ethos: All that glitters
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, RichardsonGMP Unlike some attractive investments, gold tends to shine…
March 4, 2019
The Gold Bulls Just Regained the Upper Hand
Commodity traders appear excited about gold again as stocks are on pace for their worst year since…
December 24, 2018