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The bearish narrative on Precious Metals Equities continues, despite the sector reporting the highest profit margins this century during Q3/24; Q4/24 to date is near 50% operating margins. Any company in the world would be ecstatic with these profit margins. This week the Gold market rebounded strongly as non-G7 central banks bought massive amounts of physical Gold at lower prices as US futures traders naked shorted Gold (because Gold went down after the 2016 election; this is not 2016). Yet, large hedge funds and algorithmic trading systems continued to short the mining ETFs on the past 4 up openings. Market commentators & newsletter writers watched the tape & spoke bearishly about this sector, saying the miners will  continue to underperform or the Gold rally is not real. Meanwhile, 2 major bullion banks (UBS & GS) both raised their forecasts for Gold to $3K as they saw firsthand the tremendous central bank demand at $2600. Analysts should be raising 2025 ARP’s for Gold significantly if they weren’t the scarecrows without a brain. The manipulative short selling of the miners continues to crush sentiment & influence investor behavior. Since 10/22/24 trading high, $GDX has experienced $474MM in redemptions; YTD, $GDX has lost $1.8B to redemptions. $NEM Newmont Mining is down 27% during this time; multiple analysts & newsletter writers have told you management stinks & to sell the stock. During this time, these same analysts raised $NEM Q4/24 EPS estimates from 99c to $1.11 vs. 36c last year.  At some point in time large investors & possibly bullion banks (to hedge their shorts), will take the opposite side of these manipulative sales; the earnings are simply too strong at current spot prices and the valuations are too cheap. Current AISC operating margins are off this chart: Q3/24 was $1100, tonight's spot close is $1300 AISC margins. Not investment advice; do your own due diligence. Past underperformance does not guarantee future underperformance.
 

This is the most bullish gold COT report you'll ever see. Shorts covering and open interest dropping.
https://x.com/goldforecast/status/1860083904725856651?s=46  

Dere COT Report gibt gestrern, am 22.11. wieder, was in der Woche vom 13.-19.11. gehandelt worden ist. D.h. wie immer bekommen wir alte Daten. Das short-covering hat anderen Daten zufolge bereits ab 13.11. - 15.11. im Wesentlichen stattgefunden. Schaut Euch den Wochenchart von Gold an, der belegt das ganz klar. Die großen US-Banken haben in den DIP-Bereich glattgestellt und weniger verloren als es seinerzeit vorhergesagt gewesen ist. Danach ist Gold wieder geklettert und hat bis gestern abend ca 160$ zugelegt (!) da konnte man gutes Geld verdienen.