Venture: Gold Mining
The gold bull market may be on the verge of resuming. If that’s the case, we want to be a part of it. For today's stock addition, we look to southern Africa.
The gold bull market may be on the verge of resuming. If that’s the case, we want to be a part of it. For today's stock addition, we look to southern Africa.
In July 2026, we added our final stock to the Quality Portfolio. Company selection was paramount, combined with timely entry points.
Major breakouts often follow periods of ultra-low volatility. Normally they are up, but they don’t have to be.
The gold price rallied last week and is now 10% off its low. It’s a welcome recovery that reassures me the worst is behind us.
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.
In recent weeks, markets have undergone a major rotation. The AI trade has been the talk of the town, but