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Agnico Eagle Mines Limited (AEM)
Agnico Eagle Mines Limited (AEM)
2018 Scenarios: Unlikely Events That Could Hugely Impact Markets
Black Swan events game changers which have come out of the blue have influenced markets hugely in the past and in our view 2018 could shape up to be a doozy in this respect! Were not saying they will definitely happen, but the ducks are beginning to line up so it may …
Bulletproof Investing Performance: Week 1
You can't win every race, but you can limit your risk (Photo credit: True Car ). Bulletproof Investing: Week One Performance Each week since the beginning of June, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. Thi…
Gold slides to four-month lows as sentiment stays bearish
Comex gold tumbles to near four-month lows , weighed by strength in the U.S. dollar and stock market as well as upbeat economic data; gold currently -0.9% at $1,266.30/oz, silver -1.6% at $16.11/oz. More news on: Barrick Gold Corporation, Goldcorp Inc., Newmont Mining Corporation (Ho…
Gold Mining Bull: Top News And Month In Review
This article was first available to subscribers of the Gold Bull Portfolio . Each month or so, I plan on providing a monthly recap of the top news in the gold mining sector, including drill results, takeover announcements and other relevant updates, to keep readers up-to-date on news in…
Resource Sector Digest: Barrick Gold - Call Us Crazy, Too
We compare the performance of the Big Four gold miners and support the bull case for Barrick Gold in this week's Resource Sector Digest . ( Vol. 115 - November 27, 2017 ) Brought to you by Itinerant and The Investment Doctor . In case you missed out on previous editions of this new…
Wesdome Gold: The Herd Has Moved On Too Early
Wesdome Gold ( WDOFF ) could be described as one of the last small Canadian gold miners left standing, a member of a once sizeable peer group that has been decimated by larger players eager to make an entry into Canada during the past few years. Think Brigus Gold, Lakeshore Gold, Claude Resour…
Tracking John Paulson's Paulson & Company Portfolio - Q3 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's US stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 11/14/2017. Please visit our Tracking John Paulson's Paulson & Company Portfolio series…
Gold nears $1,300/oz. amid U.S. tax reform uncertainty
Gold rallied to its highest close in more than a month , up 1.4% for the day and 1.8% for the week to $1,296.50/oz., getting a boost from a higher dollar amid uncertainty over progress in U.S. tax reform legislation. More news on: Barrick Gold Corporation, Goldcorp Inc., Newmont Mining Co…
Commodities Experiment Part 1: Gold On The Ceiling
A recent article in the Economist proclaimed a " Bull Market in Everything ". It seems that way, stock market making new highs, real estate up, bonds prices strong. However, there's one asset class that generally hasn't enjoyed the boom times, and that's commodities. I was inspired to delve …
Resource Sector Digest: A Friendly Reminder For Mr. 'I Am Gold'
We are taking a self-critical CEO at his word in this week's Resource Sector Digest . ( Vol. 113 - November 6, 2017 ) Brought to you by Itinerant and The Investment Doctor . Setting The Scene IAMGOLD ( IAG ) was up 9% on Nov 8, following a solid Q3 report as we are putting …
AISC For Gold Miners In 2017 Show Profitability
The price of gold (NYSEARCA: GLD ) was fairly flat in 2017, trading at $1250/ounce (see chart below from Kitco). Even though gold went slightly up, many gold miners (NYSEARCA: GDX ) were underperforming in 2017. I attribute this to the decreasing interest in gold. Demand has fallen steadil…
Agnico Eagle Mines Limited (AEM)