VanEck Gold Miners ETF (GDX)
Gold: Soft Debt Default Using Inflation
I maintain a Strong Buy on gold, expecting it to outperform its last cycle's 210% gain as it reasserts its role as a global reserve asset. Gold's bullish thesis is underpinned by accelerating M2 money supply, persistent US deficit spending, and the likelihood of an 'inflate-away-the-debt' policy. International trust erosion in the US dollar, surging US trade deficits, and global central bank gold accumulation—especially by China—further support XAU's upside.
GDX Vs. SGDM Is A Draw, Gold Miners Are A Buy
I reaffirm my bullish stance on VanEck Gold Miners ETF, maintaining a buy rating due to strong structural and technical drivers; the fundamental thesis is not changed from July. GDX and Sprott Gold Miners ETF are fundamentally similar; SGDM's factor screen offers marginal differences, but not enough to warrant switching despite a strong case being made. Sprott's screen shifts weight from larger firms to mid-tier miners; it picks miners with stronger cash flows, but royalty firms with weaker flows make up more of SGDM.
Gold ETF Down 13% in Six Months: 4 Bullish Reasons for Long Term
Gold's recent decline may offer long-term investors an opportunity as rate, central-bank and diversification tailwinds remain intact.
Silver Has Now Lost Nearly Half Its Value. Here's What Broke the Metals Trade
Silver just recorded one of its worst stretches in decades, and the forces behind the selloff are still building pressure. Understanding what broke the metals trade could be the difference between catching a bounce and holding through another leg down.
Why Gold ETFs Could Keep Shining Despite Higher Rates
Gold is defying higher bond yields. Here's why inflation, fiscal risks and central-bank buying could keep the precious metal shining.
Gold Miners or Gold Itself: Which Trade Actually Paid Investors More
Owning physical gold and owning the companies that mine it sound like two versions of the same bet, but the returns over the past year tell a wildly different story, and the reason behind the gap changes everything about which
GDX: Gold Stung By A Hawkish Warsh, But Gold Miners Remain A Compelling Buy
I reiterate a buy rating on VanEck Gold Miners ETF (GDX), citing strong recent performance and compelling valuation. GDX trades at a low 10.4x P/E with an 11.8% long-term EPS growth rate, supporting an attractive PEG ratio under 1x. Technical breakout from a descending triangle targets $115, about 15% upside from last week's close, with a rising 200-day moving average.
Gold and Bitcoin Are Rebounding—2 ETFs Give Investors a Different Kind of Exposure
With market concentration remaining near all-time highs, achieving true portfolio diversification means that today's investors need to look beyond the major indices. That entails funds that provide exposure to international value stocks, small caps, and emerging markets.
Gold Sits Near $4,270. The Miners' Fund Is Still 22% Below Its Peak, the Catch-Up Trade Hiding in Plain Sight
Gold trading near $4,270 should have been a coronation for VanEck Gold Miners ETF (NYSEARCA:GDX).
Gold Just Hit $4,400 and the Miners Are Finally Catching Up
Gold cracked $4,400 an ounce on August 11, and the VanEck Gold Miners ETF (NYSEARCA:GDX) has finally moved with it.
GDX: Why Gold Miners Are A Buy After Falling More Than Gold
VanEck Gold Miners ETF is rated BUY, capitalizing on the disconnect between strong gold prices and underperforming mining stocks. GDX offers diversified exposure to 63 gold miners and royalty companies, mitigating company-specific risks while capturing sector upside if gold prices remain elevated. Recent GDX weakness is seen as a reset, not a cycle end; miners could rerate as higher margins and cash flows materialize over the next 6–12 months.
GDX: Calling The Bottom For Gold Miners
GDX: Calling The Bottom For Gold Miners
