Beyond the hype: The real winners in commodity disruption
Written by Sean Russo for Mining.com.au
Quarterly Producer Hedge Update Mar-25
Nobody Rings the Bell
Putting gold investment into long term perspective, alongside a more medium term price outlook, all through the lens of its long term relationship with the USD and the US equities and a nod to Hokusai’s Great Wave.
GOLD… Why Now?
Why owning gold in case of a crisis is very different to buying gold in a crisis.
Noah’s Rule Quarterly Market Update March 2025
RIU Explorers Conference 2025 | Rollercoaster or Moonshot? Are you ready?
Quarterly Producer Hedge Update Dec-24
Noah’s Rule Quarterly Market Update December 2024
To Hedge or Not to Hedge…
One of our Principals Sean Russo, sat down with Brian Chu of the Australian Gold Fund and chatted about why there is a great deal more to hedging than “giving up the price upside” when it comes to its role in supporting debt finance.