Market correction gathering pace with Iran War continuing

t is almost a year ago that the market fell apart because of Trump's tariffs and Liberation Day. There was panic at the time but it did not last long. The Iran War has had a similar impact on the market, but it may take longer to play out. I would not be expecting any precise clarity for a while yet.

After being surprisingly resilient to the fluctuations in the gold price whilst toying with a market correction, the downward movement in many stocks accelerated last week, reflecting a heavy downward shift in sentiment. Interestingly, the hardest hit stocks were in the gold sector. The doesn't quite make much sense. Maybe it was profit taking.

Last week the Mining News Conference was held in Sydney. This is a more modest conference than some of them, but that actually gives a better ability to have more detailed conversions than some of the other conferences. I have covered a number of companies that I saw in summary. More detailed reviews may follow later, when space permits. The coverage of Cote D'Ivoire stocks will have a breather this week.
 

 WeeklyComm14March2026copy.pdf