GDX VanEck Gold Miners ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
18:04
02 сен
02 сен
Own hard assets for pricing power.
Hard assets and commodities have pricing power and hedge goods inflation, tariffs, wars, security of supply, and recurring supply shocks; the portfolio is overweight gold, gold miners, uranium, rare earths, pipelines/energy infrastructure, and base metals.
Выс.
10:00
02 сен
02 сен
Miners offer leveraged gold upside.
Gold and silver miners are attractive because they have operating leverage to gold, are now run more efficiently, generate high free cash flow, return capital, and historically return 2-3x gold; acquisitions should add support.
Выс.
15:45
01 сен
01 сен
Gold-miner stocks have rallied almost vertically over the past month.
Gold-miner stocks have rallied almost vertically over the past month, attracting investors who have been whipsawed by shifting messages from Washington policymakers.
14:17
01 сен
01 сен
Bullish GDX calls on gold miners
Buying calls on GDX, expressing bullish directional view on gold miners in response to a question about what to buy.
Сред.
18:46
31 авг
31 авг
Gold miners run into previous highs.
Gold miners have had the strongest run to the upside and have come back near previous two-month highs, but they are now running into selling pressure and are trying to figure out their next direction. Chris was most surprised by gold miners' strength and sees them as especially sensitive to long-term yields and Treasury actions.
Сред.
13:00
29 авг
29 авг
Use ETFs for precious metals exposure.
For investors who do not want to hold much physical metal, stocks and ETFs are the most accessible way to own gold and silver; he uses these vehicles himself.
Сред.
02:13
28 авг
28 авг
Author criticizes ambiguity in Fed policy communication.
Author criticizes ambiguity in Fed policy communication, referencing prior bond and gold positions but current tweet only expresses disagreement with unclear inflation targets, not a fresh trade call.
03:12
27 авг
27 авг
Mix physical gold for stability and miners for leverage.
Gold miner ETFs like GDX offer high operating leverage during gold price rallies, making them ideal for short-term capital appreciation. For long-term core holdings, physical gold ETFs like GLD or IAU are recommended to hedge against inflation and portfolio volatility.
Выс.
02:27
27 авг
27 авг
Use gold miner ETFs for short-term leverage.
Gold mining companies have fixed costs, so when gold prices spike, their operating margins expand significantly due to operating leverage. Therefore, gold miner ETFs are suitable for short-term trading to maximize capital gains during periods of rising gold prices.
Выс.
16:45
26 авг
26 авг
Miners offer leveraged gold price exposure.
For investors willing to take company risk, gold miners are more attractive than bullion because rising gold prices increase miner earnings faster than the metal price. He prefers GDX for investors and GDXJ for speculators willing to work and endure volatility.
Выс.
06:46
26 авг
26 авг
Treasury intervention fuels a gold debasement trade.
A debasement trade following a surprise Treasury intervention is driving gold prices and gold-related stocks higher, pushing gold miners to their highest level since April against the world index.
Сред.
20:23
25 авг
25 авг
Author says they have been holding GLD/GDX calls since gold was near 4000 and may add more if.
Author says they have been holding GLD/GDX calls since gold was near 4000 and may add more if Warsh remains vague.
20:00
25 авг
25 авг
A +5 comment says "Gold/Silver mining stocks are my play now," expecting a run until the end of the year and a January selloff. Precious metals miners historically run on year-end positioning; the commenter sees strength into December and defines a clear exit in January. Long gold/silver miners through year-end, with a pre-planned exit before the expected January decline. The thesis relies on seasonal timing; if the rally comes early or never starts, the December exit window will be missed.
Низ.
14:00
25 авг
25 авг
Gold miners cheap, underowned, could double.
Gold miners are still cheap and underowned. If they traded at the same cash flow multiple as in 2011, they could double from here. Gold miners are only about 2.2-3% of the S&P. For new accounts he is committing about 50-60% of the intended position because prices are less cheap than mid-July, and he would fill to full positions on a pullback.
Выс.
03:15
25 авг
25 авг
Gold and Bitcoin rise as dollar alternatives.
As the US Treasury's actions to manage bond yields face skepticism, alternative assets like gold and Bitcoin are gaining traction as alternatives to the dollar. Gold mining stocks and Bitcoin-related stocks are rallying.
Сред.
22:09
24 авг
24 авг
Gold rises on skepticism toward US Treasury.
Gold and gold mining stocks are rallying as investors seek alternative assets to the US dollar, driven by skepticism over the Treasury's market interventions and potential inflation risks.
Сред.
20:32
24 авг
24 авг
Buy gold every dip on dollar debasement.
Danny argues that Treasury and Fed interventions—BOJ repo access, expanded bond buybacks, the $1 trillion TGA war chest, and possible future QE—are forms of yield curve control and dollar debasement. Rather than trying to time the S&P, he says the cleanest trade is to buy gold. He notes gold moved from around 4,000 to 4,700 after the BOJ intervention, and that real rates, central bank and sovereign buying, and loss of dollar reserve status support buying every dip. Silver and gold miners are also ways to express the same view.
Выс.
20:00
23 авг
23 авг
A top comment calls gold “dirt-cheap now, considering real inflation” and urges buying GDXJ/miner calls at the open; another says “full port gold today.” With tariffs, Iran tensions, and rising yields, gold miners are seen as a hedge and relative safe haven. Long gold miners via GDXJ calls as a defensive/opportunistic macro trade. A “V” recovery in risk assets could weaken the gold bid; soaring yields can pressure miners.
Низ.
20:56
21 авг
21 авг
Gold miners supercharge gold's rally.
Gold's rally is spilling over into gold mining stocks, which offer a supercharged way to bet on the metal because miners have sturdy fundamentals, better margins at higher gold prices, and extended runway. Newmont is up 47% since July lows, triple the rally in gold.
Выс.
20:00
21 авг
21 авг
Avoid speculative junior mining stock picking.
Wellum warns that picking individual junior mining companies is tough, very difficult, and highly speculative. He argues most investors are better served by knowing their circle of competence and using ETFs or professional management rather than trying to pick off junior miners.
Выс.
20:00
21 авг
21 авг
Prefer elite miners and royalty companies.
Wellum says his group typically buys elite mining companies and mining royalty companies because they are careful value investors and long-term compounders, and they generally avoid smaller mining companies.
Сред.
15:56
21 авг
21 авг
Prefer gold miners over gold.
Gold miners are preferred to gold because miners are already very profitable; if gold spikes, miner profitability spikes even more, and even in flat-gold scenarios miners remain very profitable.
Сред.
19:54
20 авг
20 авг
Gold rally unconfirmed, wait for trend change.
Gold, silver, and miners have had a strong news-driven rally, but Chris still sees a longer-term correction with lower highs and lower lows. Gold is below a flat or declining 150-day moving average, and he wants to see prior highs broken, moving averages layered back in order, and more time before treating this as a new bull phase. He is on the sidelines and not buying the rally yet.
Выс.
14:26
20 авг
20 авг
The author is 'ADDING BACK THE LEVERAGED GOLD MINER ETF', which directly targets gold miner equities; GDX is the standard US-listed gold miners ETF basket, so the trade implies near-term bullishness o
The author is 'ADDING BACK THE LEVERAGED GOLD MINER ETF', which directly targets gold miner equities; GDX is the standard US-listed gold miners ETF basket, so the trade implies near-term bullishness on the gold miner sector even though the exact leveraged product is unnamed.
Risk: The exact leveraged ETF and its leverage ratio are not specified; leveraged products can amplify losses if gold prices reverse.
20:06
19 авг
19 авг
Gold stocks are cheap and underowned.
Investors need to be in gold and gold stocks. Gold miners have nine consecutive quarters of increasing free cash flow, huge margins, and valuations near long-term lows, yet institutional and generalist investors have not yet flooded in. He has been buying the sector heavily.
Выс.
20:00
19 авг
19 авг
Gold miners offer leveraged gold upside.
Gold mining companies give investors leverage to the gold price and, once the cycle gets going, the right gold miners can massively juice returns. Williams views them as a way to make money for those willing to do due diligence, but not as a way to preserve purchasing power or sleep at night.
Сред.
21:13
18 авг
18 авг
Gold miners breadth is improving rapidly with 62% of GDX stocks above their 200-day moving.
Gold miners breadth is improving rapidly with 62% of GDX stocks above their 200-day moving average and the ETF up 22% in three weeks.
21:07
18 авг
18 авг
Not chasing gold/silver rebound; bottom unproven
Lobo has not bought the current gold/silver rebound and is not chasing gold and silver mining stocks after the sharp rally. He argues a 10% bounce does not prove the bottom is in, cites post-2011 bear-market rallies that were head fakes, and says media excitement plus crowded momentum is not a contrarian buying opportunity.
Выс.
05:37
17 авг
17 авг
The headline says the author is adding back gold miner ASX ETFs, which is a direct sector allocation signal toward gold miners; an ASX-listed gold miners ETF is the natural vehicle for that bullish pr
The headline says the author is adding back gold miner ASX ETFs, which is a direct sector allocation signal toward gold miners; an ASX-listed gold miners ETF is the natural vehicle for that bullish precious-metals stance.
Risk: This is a headline-only signal; without the article body there is no stated thesis, valuation, or catalyst to measure durability.
11:27
15 авг
15 авг
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
Низ.
Об аналитическом покрытии GDX
Buzzberg отслеживает GDX (VanEck Gold Miners ETF) в 35 источниках. Бычьих сигналов: 126, медвежьих: 2, от 100 аналитиков. Сентимент преимущественно бычий (70%). Всего отслеживается 177 торговых идей. За последние 7 дней: бычьих: 5, наблюдение: 4. Последние спикеры: David Rosenberg, Bob Haber, Bloomberg.