Earnings360 Newsletter for 12/9/2024

For decades, gold prices were heavily influenced by a small group of large institutions. But recent enforcement actions and structural changes are beginning to shift how the market functions.

A veteran analyst says a new source of demand is now emerging — one that could reshape gold’s supply-and-demand dynamics in ways most investors aren’t watching yet. After a recent meeting in Colorado, he began digging into several smaller gold companies he believes could benefit if this trend continues.