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Top related persons:
Carey MacRury - 1 Adam Rozencwajg - 1 Canaccord's - 1 Rozencwajg - 1 it's - 1 MacRury - 1 Leigh Goehring - 1 Osisko - 1
Top related locs:
Newmont Franco Nevada Brazil Russia China India Panama
Top related orgs:
Barrick - 1 CNBC - 1 Royal - 1 Miners - 1 Royal Gold - 1 Barrick Gold - 1 Federal Reserve - 1 Franco - 1

Search resuls for: "Rozencwajg"


2 mentions found


☆ Gold could be poised for another record-setting year. This obscure part of the market may see big gains
  + stars: | 2024-01-26 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +7 min
Investors betting on another strong year for gold may want to look at an obscure part of the market: gold streaming and royalty companies. "The profitability of the gold companies wasn't keeping pace with the rise in the gold price." MacRury echoed this sentiment, pointing to historical context as a reason he believes gold prices could hurtle towards new highs. "Past easing cycles over the last 20+ years have corresponded with strong gold prices, and we expect to see gold set new record highs in 2024," he wrote. Shares of Royal Gold popped 7% in 2023, but are down more than 10% in the past 12 months.
Persons: Carey MacRury, Adam Rozencwajg, Canaccord's, Rozencwajg, it's, MacRury, Leigh Goehring, Osisko Organizations: Barrick, CNBC, Royal, Miners, Royal Gold, Barrick Gold, Federal Reserve, Franco, Wheaton Precious Metals Locations: Newmont, Franco, Nevada, Brazil, Russia, China, India, Panama, Wheaton, U.S
☆ Recession-shy investors can turn to capital cycle
  + stars: | 2022-11-10 | by ( Edward Chancellor | ) www.reuters.com   time to read: +7 min
But another factor is the capital cycle: the amount of investment entering or exiting an industry. Capital spending by energy firms and miners has declined since the investment boom peaked in the middle of the last decade. Capital spending by large European oil companies has fallen from more than twice depreciation in the mid-2010s to less than one times, according to Bernstein. A similar picture emerges in the mining industry, whose capital spending boom also ended around eight years ago. Freeport-McMoRan (FCX.N), one of the world’s largest copper producers, cut capital spending from $7.2 billion in 2014 to $2.1 billion last year.
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