Brien Lundin - Gold Defies Yields and High-Upside Juniors in the Yukon
In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (taking place October 28–31). Brien unpacks the shifting macroeconomic backdrop driving the precious metals complex, the widening divergence between sovereign debt reality and monetary policy, and why gold continues to demonstrate remarkable resilience. We also take a deep dive into mining equity valuations, comparing producer cash flows against tech sector spending, followed by boots-on-the-ground takeaways from recent site visits to active exploration projects…
The skinny
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