About Joe
Joe brings a unique perspective developed over a 40-year career including experience as an exploration geologist. When not travelling around the globe to visit mining operations, he can be found writing his widely read monthly update, speaking with clients and journalists as a leading industry expert, and weaving through NYC traffic on his bike to and from the office.
My Insights
November 13, 2020
Immense Challenges Ahead Support Gold
by Joe Foster, Portfolio Manager, Gold Strategy
While jewelry and central bank demands have decreased, the gold price continued to gain, demonstrating that gold ETPs and bar and coin demand are the best physical gauges of price trends.
November 05, 2020
FA Magazine: Mining the Gold Boom
by Joe Foster, Portfolio Manager, Gold Strategy
Portfolio Manager Joe Foster outlines the key trends that suggest a long, sustained gold rally as well as what he looks for when investing in gold miner stocks.
October 09, 2020
Gold Miners’ Re-Rating Calls For Mass Appeal, Not Mass Production
by Joe Foster, Portfolio Manager, Gold Strategy
A stronger U.S. dollar exerts pressure on gold prices in September. Recent sector de-ratings notwithstanding, we believe gold miners can continue their successful year.
September 08, 2020
Miners Remain Undervalued Despite Gold’s Run
by Joe Foster, Portfolio Manager, Gold Strategy
Gold reaches another high in August; the Fed shifts its inflation target to exceed 2%. Notwithstanding strong run, gold mining stocks are not overvalued.