Why Newmont Is My Fed Insurance Policy

James FoordInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryNewmont Corporation (NEM) is my preferred leveraged play on gold amid persistent financial repression and currency debasement.NEM boasts best-in-class assets, a streamlined portfolio, strong cash flow, and disciplined capital allocation, supporting attractive shareholder returns.The stock trades below sector median valuation multiples, offering an appealing entry point relative to peers and the broader market.Elevated capex in 2026 is seen as a strategic move, positioning NEM for upside in a secular gold bull market. Bongkod Worakandecha/iStock via Getty Images Thesis Summary Newmont Corporation (NEM) is not just a gold miner. It is my insurance policy against Federal Reserve policy, fiscal dominance, and currency debasement. The Fed has made its position clear. Liquidity is returning, balance-sheet expansion has resumed under aThis article was written byJames Foord26.25K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.

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