Can Gold Regain Its Rallying Ways After Recent Bouts Of Volatility?

From AI To Green Metals: Strategic Investments For A Changing World

Green transition is driving this unprecedented demand for metals and minerals. By 2030, we will need 50 new lithium mines to meet the growing demand for electric vehicles (EVs) and renewable energy infrastructure. The clean appearance of EVs, solar panels, and windmills belies the dirty reality that they require lots and lots of mining.

Gold's Natural Scarcity Propels Its Valuation Growth

Comex: Gold Sees Highest Delivery Volume In Nearly 2 Years

Weekly Report: what happened at JJPFF last week (0617-0621)?

War Fears Keep Gold's Bullish Case Alive Despite Headwinds

Gold's Role As An Inflation Hedge In The 21st Century

Thailand Joins China In Driving Gold Bull Market

Weekly Report: what happened at JJPFF last week (0610-0614)?

Exploration-Stage Mining Stocks Offer No Leverage To Metal Prices

Industrial Metals Monthly: Aluminum Rally Foiled

What's Really Driving Silver Prices

Silver prices broke out to new 10-year highs last month, showing bullish technical indicators. $26/oz should hold for further highs and is an ideal time to hold silver. Silver acts almost exactly like a 2x leveraged gold ETF. The drivers of silver prices are hard to pin down. It is a precious metal and industrial metal and acts like a leveraged version of gold.

Gold Soars To Fresh Highs As Regional Risks Rise

Gold surged to a record $2,450 in May, driven by strong central bank buying and Asian demand. Miners outperformed, but gold eased due to a stronger dollar and higher bond yields. Gold equities continued to significantly outperform gold bullion in May. Gold mining companies face risks related to the regions where they operate.

Silver Demand In The Solar Sector Could Squeeze Silver Supply In The Future

Silver use by the solar energy sector is one of the primary factors driving the overall demand for silver. By 2050, solar panel production will use 85–98 percent of the current global silver reserves. The amount of silver used in each solar panel is also increasing. The solar industry used approximately 100 million ounces of silver in 2023.

Gold Market Commentary: As The Buck Stops, More Bite For Gold

Gold posted a third consecutive monthly gain in May, rising by 2% m/m to US$2,348/oz. No single variable stood out as a key driver in May. The US dollar bull narrative could be running short of arguments. A dollar peak has historically been good for gold.

Gold Monthly: The Rally Stalls

Weekly Report: what happened at JJPFF last week (0603-0607)?

Mission Accomplished?

Kinsman Oak Q1 2024 Investor Letter

Gold Is Defying Traditional Relationships As Demand Grows

Strong demand out of Asia and in the over-the-counter markets helps lift gold prices to all-time highs. The metal continues to defy traditional correlations with the U.S. Dollar and equity markets. Central bank buying remains strong, and demand from China continues unabated. More retail traders are turning to Micro Gold futures contracts, where trading volume reached a record.