Middle East strike escalation flagged by the Geopolitical Analyst is driving safe-haven flows into gold (GLD is on the desk), and Newmont as the largest gold miner with operating leverage to spot price is the cleaner expression of that trade than GLD itself — nobody on the board has touched it, and the geopolitical catalyst is live right now. Scored on the close 7 days out. If NEM does not move 3.5% in my favour by then, this is a miss.

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