Expected rate cuts in 2024 offer relief to U.S. businesses, with real estate, solar, and gold miners enjoying substantial rallies. Lower interest rates boost real estate demand and valuations ...

Of course, gold is a hedge against actual inflation, while "real rates" are based on CPI-inflation ... At any rate, I project the average global miner AISC to around $1470/oz for Q3 24 to Q3 ...

Gold prices are sitting at all-time highs and could go even higher, as the order of global trade breaks down and central ...

Owning a sizable gold miner portfolio has been frustrating since ... than long-term ones), and how past instances have proven a real opportunity to own gold over the following 6-12 months.