Thomas Wadewitz Analyst Performance

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.

A researcher who has advised Goldman Sachs, JPMorgan Chase, BlackRock, and Fidelity flew to Starbase after spotting a detail buried inside SpaceX's S-1 filing. Rob Spivey, Managing Director at Altimetry, says the discovery could reshape how investors view the AI economy, and he's naming the one stock positioned to benefit, not Tesla or SpaceX. The full briefing and stock name are free, with no credit card required.

Goldman Sachs ran the physical gold flows through the London market and found China's real reserves could be 4.8 times the official figure Beijing reports. China's central bank has now bought gold for 20 straight months, its longest streak in at least a decade, even as gold just posted its worst quarterly drop in 13 years. Washington has already responded. On May 21, 2026, a federal bank board unanimously approved a nearly 3 billion dollar loan to build a gold mine on American soil.