Notes on Friday’s meltdown: Don’t let it fool you

To my best knowledge, and years of experience in the markets, the Friday unnerved session is just that, an anxious day after what seems to be a U-turn by the Fed. I am an old-school macro-guy. That means that when the Fed signalizes a dovish stance, I see it as positive for stocks. If last… Read More Notes on Friday’s meltdown: Don’t let it fool you

Barrick and Newmont reached an interesting deal

In hindsight, it seems like Mark Bristow used the opening provided by the Newmont (NEM)-Goldcorp (GG) merger, to force a Barrick (GOLD) controlled Joint-Venture. The last couple of months have been heated in the gold industry (GLD), with the Barrick-Rangold merger taking the spotlight, followed by the Newmont-Goldcorp deal. Once the Newmont-Goldcorp deal was announced,… Read More Barrick and Newmont reached an interesting deal