Letters by company
NEWMONT Corp
1 letter discussing NEM. Everything written about it on this site is on its ticker page.
- First Eagle Investments Gold Fund Commentary Gold Fund attributes demand for gold to monetary-policy uncertainty, fiscal pressures, geopolitical tension and central-bank purchases, while warning that a recession could interrupt the rally. The portfolio benefited from gold bullion and miners, with Newmont and Agnico Eagle reducing debt and repurchasing shares after selling Orla Mining stakes. 3Q 2025 +34.3% AEM $105BNEM $138BORLA $4.7BPAAS $22B