John Rubino's Substack

John Rubino's Substack

This Earnings Report Guarantees a Dramatic Year

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John Rubino
Apr 30, 2026
∙ Paid

One of our Portfolio’s gold miners just reported massive first-quarter increases in revenue, earnings, and cash flow. Normally, such numbers would be met with investor enthusiasm. But not this time. On a day when gold is up, this stock fell:

What’s the problem, and does it change our “Buy” recommendation? Let’s see:

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