Gold Miners’ Q2’26 Fundamentals
August 14, 2026
Major gold miners reported near-record Q2 profits despite falling gold prices.
Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source.
There is a difference between owning a thing and having permission to use it, and almost everything most people count as their wealth sits firmly in the second category.
Robust Q2 results and positive estimate revisions across eight sectors validate market fundamentals.
Historical data suggests a shift toward low energy consumption growth, which historically signals financial crashes and systemic decline.
Commodities surged 12% in July as energy prices spiked, while US stocks saw mild declines.
August 14, 2026
The U.S. economy increasingly rewards asset ownership over labor as corporate profits climb while worker pay lags.
August 14, 2026
The Australian Dollar (AUD/USD) surged as weak U.S. retail sales fueled speculation of a Fed rate pause. Technical indicators suggest bulls are targeting the 0.7100 level, while key support holds steady near the 100-day SMA.
August 14, 2026
Mining stocks trade at a rare discount despite gold miners earning record margins.
August 14, 2026
Honeywell Aerospace shares plunged 23% after a Q2 earnings miss driven by supply chain bottlenecks.
August 14, 2026
The potential deal signals renewed private equity interest in enterprise firms with stable recurring revenue models.
August 14, 2026
EUR/USD gains face stiff resistance at the 100-day SMA, though a building RSI suggests a potential bullish reversal is brewing.
August 14, 2026
Gold and miners are finishing Phase 1 of a bull cycle, with a pullback expected before a prime Q4 buying opportunity.