Last week’s flash of a negative yield curve justifiably spooked the markets and global volatility continued to underpin a strong performance by gold and silver. In Stock Talk I dig into the quarterly reports of several cash flowing precious metal producers and developers in the Americas and Australia. Also, a gold explorer in French Guiana looks beyond its flagship project while another oen reports drilling results from Japan.

Gold closed above US$1,500 per ounce and is up in multiple currencies on the back of global trade tensions, with no sign of cooling off any time soon. In The Rant, I discuss the demand driving the surge in the gold price and its impact on the performance of the Portfolio’s more liquid precious metal holdings. In Stock Talk I follow on my midweek purchase of a copper explorer and developer in Alaska.

An Alert has been posted.