macro

The Gold Supercycle Is Just Starting, and Miners Haven't Caught Up - TradingView

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DW NOTE

Gold is up 118% from its pre-COVID level — call that a supercycle if you like. Miners are lagging because cost inflation has eaten margins: labour, diesel, explosives, and royalties have all risen faster than ore grades have improved. When input costs double and the metal triples, a 50% gain in equity isn't underperformance, it's arithmetic.

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Kuwait’s crude oil exports have rebounded to about 1 million barrels per day (bpd), recovering to two-thirds of the 1.6 million bpd shipped through the Strait of Hormuz before the Iran war, according to a senior official at state-owned Kuwait Petroleum Corporation (KPC). Kuwait has managed to ramp u

Gold SWOT: Large asset managers are rebuilding their gold positions following price pullback - KITCO

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The Gold Supercycle Is Just Starting, and Miners Haven't Caught Up - TradingView

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