OCS research desk
Results for “NEM”
A structural rotation out of precious metals mining equities is driving a widening divergence between spot bullion demand and equity risk premiums. Compounded by USD…Read the report
The Gold-Miner Divergence: Institutional Outflows and USD Strength Create a Margin Trap
A structural rotation out of precious metals mining equities is driving a widening divergence between spot bullion demand and equity risk premiums…
Newmont's Q1 earnings beat drives NEM + sector rotation into XLB amid record $606bn gold ETF AUM, sparking self-reinforcing flows despite spot GLD/SLV pullback on…Read the report
NEM Earnings Beat Fuels Gold ETF Loop vs Silver Dip
Newmont's Q1 earnings beat drives NEM + sector rotation into XLB amid record $606bn gold ETF AUM, sparking self-reinforcing flows despite spot…
Newmont's Q4 earnings highlighted soaring AISC and 10% lower 2026 gold production guidance, sparking post-earnings selloff in NEM (-4.8%) and gold/silver ETFs (GLD…Read the report
NEM Cost Spike & Output Cut Fuel Gold Pullback
Newmont's Q4 earnings highlighted soaring AISC and 10% lower 2026 gold production guidance, sparking post-earnings selloff in NEM (-4.8%) and…
Trump's surprise postponement of strikes on Iranian power plants ignited a risk-on frenzy, propelling the Dow up as much as 1,000 points while oil plunged on fading…Read the report
Trump Delays Iran Strikes: Dow Soars 1K, Oil Crashes
Trump's surprise postponement of strikes on Iranian power plants ignited a risk-on frenzy, propelling the Dow up as much as 1,000 points while oil…
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