Marin Katusa: Top 10 Gold Miners, dollar swap lines, new political risk

Marin Katusa is the man when it comes to international commodity companies. He has been talking all about Uranium since way before it was cool. Today he does a deep dive on Dollar Swap Lines, changes in the international monetary system, and a huge political risk to international mining companies and gold producers. On Marin's chart here we have the top 10 gold producers: Newmont Goldcorp Corp. (NEM), Barrick Gold Corp (GOLD), AngloGold Ashanti Limited (AU), Polyus PAO (PLZL), Navoi Mining and Metallurgy Combinat (NMMC), Gold Fields Limited (GFI), Kinross Gold Corporation (KGC), Newcrest Mining Limited (NCM), Agnico Eagle Mines Ltd (AEM), and Freeport-McMoRan Inc (FCX). And also, it's oil tanker Sunday, so I have a mention in here about our favorite crude oil tankers: Nordic American Tankers (NAT), Double Hull Tankers (DHT), EuroNav (EURN), and Teekay Tankers (TNK).

Category