MMETF

Moment Group AB

Shifting geopolitical dynamics are continuing to ripple across all asset classes. While recent talk of a potential ceasefire in the Middle East sparked a broad-based rally in yesterday’s trading, overall, the war has introduced heightened volatility, including in traditional safe-haven assets like gold. Despite its defensive reputation, gold has pulled back significantly in recent weeks. Although this weakness may be uncomfortable in the short term, it represents a healthy correction that could set the stage for a renewed bullish move once geopolitical tensions begin to ease.Like the ...

Gold bull markets tend to move in stages. Producers benefit first as margins expand. Then capital rotates toward developers with defined resources, and finally into early-stage explorers positioned in the right geology at the right moment. But in extended bull markets, the kind driven by structural monetary forces rather than cyclical sentiment, a fourth stage emerges: a reserve replenishment race among the majors themselves. When the largest producers in the world are generating record free cash flow against a backdrop of depleting ore bodies, the exploration corridors they cannot afford ...

Gold bull markets tend to move in stages. Producers benefit first as margins expand. Then capital rotates toward developers with defined resources, and finally into early-stage explorers positioned in the right geology at the right moment. But in extended bull markets, the kind driven by structural monetary forces rather than cyclical sentiment, a fourth stage emerges: a reserve replenishment race among the majors themselves. When the largest producers in the world are generating record free cash flow against a backdrop of depleting ore bodies, the exploration corridors they cannot afford ...