gold
9 articles tagged gold.
How Gold Royalty and Streaming Companies Make Money
Royalty and streaming firms fund mines for a share of revenue or metal at a low fixed price. They avoid operating costs but carry operator and price risk.
All-In Sustaining Costs Explained: Why Gold Price Is Not Margin
AISC shows what it costs to keep a gold mine running. It leaves out taxes, interest and growth capital. A worked look at Q2 2026 numbers.
Central Bank Gold Buying in 2026: What the Official Data Shows
Central banks bought an estimated 345 tonnes of gold in H1 2026, led by Poland and China, while Russia and Turkey sold. Here is the data.
Gold Priced in Canadian Dollars: Why the Exchange Rate Matters to Producers
Gold rose 13.2% in U.S. dollars over the past year and 15.4% in Canadian dollars. A worked example of how USD/CAD moves Canadian mine margins.
What Drove Gold’s Move From July to September 2026
Gold was flat in July, rose 13.3% in August on ETF and futures buying and a softer dollar, then cooled after the Fed hiked on Sept 16.
Gold Miner M&A in 2026: The Big Deals So Far and What Buyers Paid
Five gold deals above US$2 billion were announced in 2026. Premiums ran from 72% to zero, three closed, one collapsed and one is pending.
Gold and AI: Can a Tech Boom and a Safe-Haven Metal Rally Together?
A dated look at gold, the Nasdaq and real yields in 2026: when they moved together, when they split, and the mechanisms behind each.
The μ Letter, Sunday, July 12, 2026
Bombs fell and gold went down
Gold in 2026: What Is Driving the Rally to Record Highs
Gold hit $5,595 in 2026. A look at central bank demand, the weaker dollar, and why mining equities still trade below their margins.The μ Letter
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