RE: Silver market dynamics1 Feb 2026 14:29
After the October 2025 correction we had in both precious metals and the miners I posted the below comment on the Newmont bb, same thoughts still apply. Only additions I would make is that we are also witnessing the 'short USA trade' come into play atm and the banks would love to wipe out those using leverage both long and short using this temporary volatility.
The end result will be even more gloabal money printing and those that have been around the block a few times have seen this all before.
The Chinese are printing cash to purchase hard assets. Expect more FIAT currency debasemment, more mistrust between nations and more demand for precious metals from Central banks.
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RE: Newmont Earnings24 Oct 2025 11:48
Share Price here has risen significantly through out the year at almost 3 x time the rise in gold on a leveraged basis.
As the recent POG has had a pullback of approximately 8% ( which is healthy imo for the longer term trend) you can't expect a leveraged play not to experience some draw downs in price over the past week.
All the Gold miners are in the same boat atm
Barrick
Agnico Eagle
Franco Nevada
Wheaton Precious Metals
All similar charts throughout 2025.
As gold and Silver take a much needed breather from their recent rapid rises, the miners also need to take a pause for breath.
Personally I'm happy it paused for breath at c.$4400/oz as had it just kept rising into bubble territory the pullback would have been savage.
Imo it's simply undergoing a healthy price discovery in the market which is still highly profitable for miners.
If we start to see a weaker dollar, rate cuts, rising trade tensions then gold will be off to the races once again.
I'm a gold bug, but it is a strange situation to want to be cheering on the things that will lead to much higher gold prices in the near term.
A world where gold quickly hits $10,000 would be worrying.
If we see $25,000 as some predict is possible by 2030 then some major structural changes will have come to pass in the Western monetary and financial system which while those may be seen to be good for everyone who is lucky enough to have squirrelled away some gold will inevitably be really bad for just about everything and everyone else in the West
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