The Floor Under Gold Miners Isn’t Where You’re Looking For most of 2026, gold miners have been traded as a macro derivative — a leveraged bet on Fed policy, geopolitical risk, and the dollar’s direction. That framing missed the actual story. Q1 earnings season changed the picture. At gold prices around $4,700/oz, the major producers are running 60-70% gross margins. Industry leaders are reporting all-in sustaining costs between $1,400 and $1,800 per ounce — meaning every ounce produced generates $2,900 to $3,300 in cash margin. Software-company economics on a physical commodity. What’s the market done with this? Within three trading days, two of the largest producers (AU and Barrick) have announced over $5 billion in fresh share repurchase programs for a total of $11 billion , layered on t
Gold, Silver Stocks and ETFs Jump With AGQ up 11%
Gold, silver stocks and ETFs jumped in morning trading. $Hycroft Mining(HYMC)$ rose 16%; $ProShares Ultra Silver(AGQ)$ rose 11%; $Hecla Mining(HL)$ and $Barrick Mining(B)$ rose 7%; $Endeavour...
Spot Gold Jumps 2% to $4,647.91/Oz on Weaker Dollar, Middle East Peace Hopes
PRECIOUS-Gold jumps on weaker dollar, Middle East peace hopesUpdates for Asia morning hoursTrump pauses effort to escort ships in Strait of HormuzTrump says great progress made towards deal with IranDollar, oil ease as Trump indicates possible Iran peace dealBy Noel John
Why would Iran sit at the table and "negotiate" when both time they got attacked while negotiating. There is something called "good faith" in negotiation and USA and especially Israel has not shown that they are negotiating in good faith. The day before Iran was attacked, Trump suggested that they are very closed, next thing, all leaders got murdered or assassinated even though it's against UN charter to assassinate political leaders. The world should just tariff Israel..
Iran Rejects Ceasefire in Response to Proposals and Emphasises Need for Permanent End to War, IRNA Says
Iran has conveyed its response to the U.S. proposal for ending the war to Pakistan.
The dominant geopolitical situation driving the markets right now is the ongoing conflict in the Middle East involving the US, Israel, and Iran. Recent escalations—alongside rapid shifts in diplomatic rhetoric—are creating significant volatility across commodities and tech. Here is how these recent events are impacting those specific sectors as of early April 2026: Oil: High Volatility and Structural Shifts * The Shock: Oil prices experienced a massive surge recently, with WTI crude breaking past $106 per barrel following an Iranian drone attack on a Kuwaiti oil tanker near Dubai. * The Pullback: Prices have swung back closer to the $100 mark in recent days. This pullback is being driven by easing geopolitical expectations after the US administration signaled a potential wind-down of its m
That make senses because with his fund size, and others like GIC or Temasek, if and when they buy or sell, just by entering the market will result in a 5-10% changes. So he is stating the obvious, he only buy if it's cheap, not if it's "fair price "..
"That absence may prove even more important than higher-for-longer crude prices." It cannot be "more important " than oil prices. 🤣
Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook
Investors may be willing to cling to a faint hope that an end to the U.S. war with Iran -- which is about to enter its second month -- is within sight, even if the path remains uncertain.Stocks...
I thought he already won the war ? Probably he place a $500 million bet on market going up this week and short the next . Wait for Friday night and he will send a few thousand Americans to war so that he can short the market on Monday ...
Trump Says U.S. Could End Iran War in Two to Three Weeks
President Donald Trump said on Tuesday that the U.S. could end its military campaign against Iran within two to three weeks."We'll be leaving very soon," he told reporters in the White House's Oval...
Another pump and dump by Trump & Co. After market close, he will take the extended weekend to attack Iran again.
Big Tech Stocks Rally as Trump Tells Aides He’s Willing to End War Without Reopening Hormuz
US President Trump told aides he’s willing to end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed, administration officials said, likely extending Tehran’s...