Market Analysis by covering: Gold Spot US Dollar, Gold Futures. Read 's Market Analysis on Investing.com ...

Gold has been on a blistering run, and ETF investors are rushing to grab a piece. The metal has skyrocketed nearly 60% in the past year, climbing from $2,638 to more than $4,200 per ounce (1), far outpacing the S&P 500’s roughly 13% gain. (2) With central banks hoarding bullion, retail investors flooding in, and analysts projecting gold could hit $5,000 by 2026, the frenzy is only intensifying. (3) For anyone watching the rally from the sidelines, gold ETFs look like the easiest on-ramp. They trade lik ...

Core Insights - Gold prices experienced a significant increase, rising as high as 70% before the end of the year, ultimately closing the year with a gain of 62.31% [1] Group 1 - The year-end sell-off for tax purposes involved millions of investors [1]

Core Viewpoint - High-yield dividend stocks have shown exceptional performance in 2025, contrary to the perception that they are boring or overly risky [1] Group 1: Methodology for Stock Selection - Stocks were screened for dividend yields of at least 2.12%, which is double the current yield of the SPDR S&P 500 ETF [3] - Stocks with market capitalizations below $300 million were excluded to mitigate risks associated with smaller companies [3] Group 2: Top Performing Stocks - Aura Minerals (AUGO) has achieved a gain of 334% with a dividend yield of 2.8% [4] - AngloGold Ashanti (AU) has increased by 290% this year, offering a dividend yield of approximately 2.4% [6] - Banco Santander (SAN) has risen by 160% with a dividend yield of nearly 2.2% [8] Group 3: Factors Driving Performance - The significant rise in Aura Minerals and AngloGold Ashanti's stock prices is primarily attributed to soaring gold prices, driven by economic and geopolitical uncertainties [10] - The decline in the U.S. dollar's value and volatility in bond markets have made gold a more attractive investment [11] - Banco Santander's growth is attributed to robust earnings and record profits for six consecutive quarters, aided by higher interest rates and improved balance sheets [12] Group 4: Future Outlook - The future performance of Aura Minerals and AngloGold Ashanti is closely tied to gold prices, which are expected to remain high but may see moderated gains in 2026 [13][14] - Banco Santander is anticipated to continue rising, but at a slower pace than in 2025, with a forward price-to-earnings ratio of around 10.7 indicating reasonable valuation [15]

I think the gold run still has more legs in 2026. I think Agnico Eagle Mines ( AEM ) ( AEM:CA ) is a good way to play this theme:I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sec ...

Group 1 - The article suggests that the gold market will continue to perform well into 2026, with Agnico Eagle Mines (AEM) being highlighted as a favorable investment opportunity in this sector [1] - The author emphasizes a generalist investment approach, focusing on sectors with perceived alpha potential compared to the S&P 500, with typical holding periods ranging from a few quarters to multiple years [1] - A comprehensive research methodology is employed, including maintaining spreadsheets with historical financial data, key metrics, guidance trends, and industry news, while avoiding long-term DCF projections [1] Group 2 - The article indicates that the author holds a beneficial long position in AEM shares, either through stock ownership or derivatives, and expresses personal opinions without receiving compensation from the company [1]

Group 1: Stock Performance - U.S. stocks had a remarkable year in 2025, with significant gains primarily driven by mega-cap tech companies and some unexpected names [1][2] - The trend of 100%-plus gains has shifted from small caps and penny stocks to larger, established companies, particularly in the tech sector [2] Group 2: AI-related Hardware - Western Digital experienced a 275% increase in stock value, while Seagate Technology saw a 226% rise, driven by demand for AI infrastructure [3] - Micron Technology's stock surged by 210%, benefiting from historic demand and record revenue, with high-bandwidth memory becoming a key growth driver [4] - Lam Research's stock rose nearly 150%, closing the year around $170, reflecting investor interest in the entire semiconductor manufacturing stack [5] Group 3: AI-related Software - Palantir Technologies gained 157% through late December, supported by increasing government and enterprise contracts, positioning its software as essential for AI-driven decision-making [6] Group 4: Retail Trading Platforms - Robinhood Markets saw a total stock increase of 209%, fueled by retail investor enthusiasm in the stock market and crypto trading [7] Group 5: Precious Metals - Gold prices surged by 70% year-to-date through late December, marking a significant trend alongside tech and growth stocks, reminiscent of post-pandemic market movements [8]

According to a recent report in Fortune, there are some forecasts that predict gold will hit the $10,000-per-ounce milestone in about three years or so. With gold’s traditional role as a hedge against inflation, it isn’t often considered a lucrative investment, but there may be opportunities to cash in on the rush. GOBankingRates consulted with experts in gold investing to determine how someone can cash in on the rush by investing in gold to maximize their returns. Figure Out How You Will Invest In Gold ...

Group 1 - The article discusses the investment potential in gold, highlighting two main ways to invest: through Costco or by owning shares in Nico Eagle Mines, a well-managed Canadian company with low operational costs [1][2] - Nico Eagle Mines operates in safe locations, such as Nevada, reducing risks associated with mining operations, which is a significant advantage for investors [2] - The current price of gold is noted to be $4,400, indicating a 68% gain for the year, reinforcing the bullish sentiment towards gold investments [2][3] Group 2 - The article emphasizes the importance of understanding the differences between Nico Eagle Mines and other gold investment options, suggesting that the company stands out due to its management and cost efficiency [1][2] - The sentiment towards gold remains strong, with the author identifying as a "gold bug," indicating a long-term belief in the value of gold as an investment [3]

Gold (GC=F) futures opened at $4,481.80 per troy ounce on Tuesday, up 0.3% from Monday’s closing price of $4,469.40. This was gold’s first open above $4,400. Year-to-date, gold is up 73.6% due to strong demand from central banks and exchange-traded funds (ETFs). Three interest rate reductions in 2025 and a weaker dollar have also contributed. The U.S. dollar index (DX-Y.NYB) is down 9.8% in 2025, with most of the decline occurring in the first half of the year. The dollar’s value loss between January a ...