Quiddity Leaderboard MV Jr Gold Miners Sep 24: Mergers Mean Possible Up-And-Out DELETEs
The MV Junior Gold Miners Index is up for rebalance in September. There are no LARGE changes expected. There are two obvious smallcap deletes. Some...
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Van Eck Junior Gold Miners Etf (Gdxj) - Friday, Apr 12, 2024
Gold currently trades at a historic 50% discount to its long-term value. Gold miners are trading at a 30-60% discount to gold, presenting an...
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April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
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As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
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