Yesterday
VanEck’s global boss says gold’s bull run is only just getting started
Investors pulled money from gold ETFs this month after the yellow metal’s historic price rise hit a speed bump. But Jan van Eck says all the drivers are still in place.
This Month
Data and dollar show the RBA raised rates too soon
If the currency’s appreciation sticks, it will reduce inflation by early 2027 by a bit over one percentage point relative to where it would have been otherwise.
Gold miners rush to join the large caps, pushing out blue chip names
At least four gold producers are set to reach the ASX 100 next month, forcing large and small-cap fund managers to revisit their portfolios.
The ‘old-fashioned’ asset that handed this 25-year-old a 200pc return
The sustained rally in the price of gold is increasingly making investors question whether it should be a permanent fixture in portfolios.
Why sitting on the gold and silver sidelines still makes sense
Volatility, and returns driven by supply and demand, not earnings, are just two reasons to sit the gold rush out.
Jittery fund managers cut gold exposure as volatility explodes
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to rethink their exposure to the metal.
There’s no gold bubble – this is the start of a regime change
When a core asset adds more than $US20 trillion in market capitalisation over three years and most portfolios have next to no exposure, something has gone wrong.
Regis revives $1b gold mine made ‘unviable’ by Plibersek intervention
The ASX-listed producer had warned it could take a decade to rework the design after Environment Department objections. New plans have come within 18 months.
This fundie struck gold last year. Now he’s after the next 10-bagger
Lowell Resources Funds’ John Forwood won big on commodities in 2025. Now he’s got an eye on rare earths hopefuls as he tries to replicate those outsize gains.
Record gold, silver prices aren’t based on reality
With the Winter Olympics starting in Italy in a few days, the surge in precious metals has made those first and second-place medals even more lustrous.
January
Gold and silver plunge as wild swings rock metals market
In a whipsawing reversal of a scorching rally that lifted prices to all-time highs, gold plummeted below $US5000 an ounce and silver below $US85 an ounce.
Aussies rush to sell silver cutlery as price surge stuns markets
The precious metals’ surging price on financial markets is sparking a frenzy of buying and selling by mum-and-dad punters. But the rally has become manic.
Bikies, drugs and heists: Why miners love the WA police ‘Gold Squad’
Mining companies pay $390,000 a year to fund the gold stealing detection unit. Criminals, attracted by record gold prices, are keeping its detectives busy.
Gold play Brightstar Resources in $150m cash call
Sole lead manager and bookrunner Canaccord Genuity was offering new shares at 50¢ a piece, a 20.6 per cent discount to the last close.
Gold hits record as it surges past $US5300
Gold surged to its second record in a week as weakness in the US dollar helped stoke a rush in demand for commodities.
We have another bubble. This one’s silly – and strangely logical
Silver is trading like a meme stock, as fears about debasement, debt and geopolitics roll through markets and set precious metals alight. What could stop this train?
Forget the gold bullion rush, Chinese buyers are clamouring for copper
The soaring price of the commodity has lit up social media, with spruikers selling kilogram bars and promoting it akin to bitcoin more than a decade ago.
Gold smashes past $US5000 in frenzy fuelled by global upheaval
The precious metal jumped as much as 2.5 per cent, extending a breakneck rally amid an investor flight from sovereign bonds and currencies.
Australia’s top equity funds for 2025 revealed
A bet on unlisted artificial intelligence play Firmus Technologies has helped Tectonic Investment Management’s Opportunities Fund deliver a 146 per cent return.
Northern Star boss roasted over gold major’s performance on fiery call
Simmering tensions between Northern Star boss Stuart Tonkin and investors boiled over on Thursday’s webinar, triggering a $3b sell-off.
