Letters by company

NEWMONT Corp

2 letters discussing NEM. Everything written about it on this site is on its ticker page.

First Eagle Investments Gold Fund Commentary Gold rallied amid monetary-policy uncertainty, pressure on Federal Reserve independence, unstable trade policy, sovereign debt and geopolitical tensions. The fund cited strong operating delivery at Newmont and Agnico Eagle, while retaining exposure to Orla Mining and Pan American Silver as their mine portfolios and reopening prospects develop. third quarter 2025 AEM $93BNEM $120BPAAS $19B
Andrew Hill Investment Advisors The Client Letter Andrew Hill Investment Advisors maintained a defensive tilt through natural gas, healthcare, gold and short-duration fixed income while adding Tesla, Deere, Microsoft, Nvidia and Henry Schein. The firm reduced JPMorgan, Goldman Sachs and Nvidia, avoided most real estate and oil exposure, and argued that inflation, war-related supply shocks and tighter Federal Reserve policy would keep markets volatile. 1st Quarter 2022 AAPL $4.9TDE $179BMSFT $3.9T