The Golden Portfolio Hall of Fame: Finalized

I just got back from Panama last night, but I pulled together my final Hall of Fame list this morning. I plan on updating this list regularly, and keeping it as a feature at the bottom of every...

Updated April 17, 2026

Live From Panama

I’m traveling this week, currently in Panama for the Swiss Mining Institute conference. I’ll be on a panel tomorrow morning along with analysts and asset managers from all over the world.

Updated April 15, 2026

The Golden Portfolio Hall of Fame

I’m putting together a Hall of Fame of my best closed positions – which I should have completed sometime this week.

Updated April 13, 2026

Gold Sentiment Has Rarely Been Worse

It’s hard to gauge how people feel about assets. Price alone doesn’t tell the whole story.

Updated April 10, 2026

Golden Potpourri

The global market is ignoring gold once again. We’re in a good spot. Prices have leveled off after a big correction a month ago.

Updated April 8, 2026