InvestmentFranco-Nevada and the Royalty Model: Why Royalty Companies Beat Miners
Gold mining stocks underperform gold itself over most multi-decade windows. Royalty companies do the opposite. Here is the structural reason why.
Oct 19, 2025
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Investment
Macro & GeopoliticsIs Gold Still an Inflation Hedge in 2026?
Is Gold Still an Inflation Hedge in 2026?. Inside Macro & Geopolitics, the inflation hedge cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 18, 2025
Mining EquitiesOsisko Gold Royalties Q28 Asset Update
Osisko Gold Royalties Q28 Asset Update. Inside Mining Equities, the royalty & streaming cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 18, 2025
Gold MarketsGold Sovereign Premium Analysis: 2026 Edition
Gold Sovereign Premium Analysis: 2026 Edition. Inside Gold Markets, the physical premiums cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 18, 2025
Macro & GeopoliticsGold vs CPI 2026 Comparison
Gold vs CPI 2026 Comparison. Inside Macro & Geopolitics, the inflation hedge cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 17, 2025
Mining EquitiesFranco-Nevada Streaming Deal Analysis 2026
Franco-Nevada Streaming Deal Analysis 2026. Inside Mining Equities, the royalty & streaming cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 17, 2025
Gold MarketsSingapore Gold Bar Premium Tracker 2026
Singapore Gold Bar Premium Tracker 2026. Inside Gold Markets, the physical premiums cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 17, 2025
Macro & GeopoliticsAustria Inflation Hedge: Gold or TIPS?
Austria Inflation Hedge: Gold or TIPS?. Inside Macro & Geopolitics, the inflation hedge cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 16, 2025
Mining EquitiesRoyalty Stocks vs Gold Miners: 2026 Sharpe
Royalty Stocks vs Gold Miners: 2026 Sharpe. Inside Mining Equities, the royalty & streaming cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 16, 2025
Gold MarketsWhy Premiums Spike in Hong Kong — 2026 Edition
Why Premiums Spike in Hong Kong — 2026 Edition. Inside Gold Markets, the physical premiums cluster has shifted noticeably in 2026; this post unpacks the specific situation.
Oct 16, 2025