Research
NEM Stock: Gold 6-Month Low and Newmont Mining Reset
Newmont operating leverage 2-3x gold spot. 8-12% spot decline produces 22-28% equity drop. Q1 net cash $3.3B supports cycle.
NEM
Newmont Corporation
NYSE · USBasic MaterialsGold
$89.20-0.56%
Price as of Jul 20, 2026
NEM analysis
Newmont Corporation stock analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
CPI Hits 3.3% and Stagflation Fears Return — XOM, CVX, and NEM Top the Defense List
With March CPI surprising at 3.3%, stagflation fears are resurfacing. We analyze six defensive companies across energy, gold, utilities, and consumer staples, finding that Exxon Mobil, Chevron, and Newmont offer the best combination of direct inflation exposure, reasonable valuation, and strong dividends for a stagflationary environment.
Research
Stagflation Trade: XOM and NEM Ranked Ahead of GS and NFLX Earnings
Ahead of March PPI and GS/NFLX earnings, stagflation favors XOM, NEM, and COST over vulnerable banks and streamers. Energy and gold lead with strong FCF and margins, while GS faces growth headwinds. Ranked picks emphasize cheap inflation hedges.
Research
Stagflation Trades Ranked: NEM, XOM, and COST Lead the April 2026 Inflation Hedges
As April 2026 data confirms building US inflation pressures, stagflation favors NEM, XOM, and COST most strongly among hedges like TIP, GLD, and XLU. Gold miner NEM leads with explosive growth, followed by energy titan XOM's value and Costco's resilience. Ranked plays offer clear portfolio tilts.
Research
Sudan-UAE Rift Squeezes Gold Supply — GLD Up 21%, NEM and GOLD in Focus
Sudan-UAE rift slashes gold exports, risking global supply tightness and lifting U.S. assets: GLD up 21% in 6 months, NEM's Africa ops poised for price tailwinds, GOLD's dealer model thrives on volatility. Bullish on scarcity premium.
Research
Stagflation Trade 2026: 6 Stocks Built to Win — XOM, NEM, COST Lead
Stagflation trades are gaining traction as inflation sticks and growth slows; energy giants XOM and CVX top the list for cash flow, followed by gold miner NEM, staples PG/COST, and utility NEE. Ranked conviction favors commodity producers with strong balance sheets.