Sector Expert: Brien Lundin

Gold Newsletter (Jefferson Financial)

Image: Brien Lundin

With a career spanning four decades in the investment markets, Brien Lundin serves as president and CEO of Jefferson Financial, a highly regarded publisher of market analyses and producer of investment-oriented events. Under the Jefferson Financial umbrella, Lundin publishes and edits Gold Newsletter, a cornerstone of precious metals advisories since 1971. He also hosts the New Orleans Investment Conference.

Subscribe to
Streetwise Reports
Ask this Expert

Companies Commented On



Recent Interviews

Gold Rises on Fed Interest Rate Hike, as Contrarians Predicted (12/16/15)
Janet Yellen

Predicting is a risky sport and predicting markets an extreme one. But understanding can be much more lucrative. After years of speculation about the negative impact a Federal Reserve rate increase could have on gold, a number of our experts took a contrarian view and based on an understanding that the hike was already priced into the gold price, they explained that it would actually benefit the gold price because it would remove the overhanging doubt. And that is exactly what happened. Within hours of the unanimous announcement on Wednesday that the Fed's benchmark short-term borrowing rate would go up a quarter point, gold was up $14/oz.

Why a Fed Rate Hike Could Be a Blessing for Gold Prices: Brien Lundin (8/27/15)
Contrarian arrow

Like a true contrarian, Gold Newsletter publisher Brien Lundin looks beyond the headlines to understand what is really moving precious metals prices. He has concluded that the mainstream media may have it all wrong. Suspected anchors on the gold price, such as an interest rate increase and devaluation of the yuan, could actually be a rallying cry for commodities, he says in this interview with The Gold Report. And, he points to a baker's dozen of companies poised to take off when the arrows turn.

Brien Lundin Plays the M&A Game (1/28/15)
Mergers and Acquisitions

Mining investors love to talk M&A. The speculation. The buzz. Goldcorp started tongues wagging recently when it made a CA$526 million offer for Probe Mines. Brien Lundin, publisher of Gold Newsletter, believes that deal could start the ball rolling on further M&A. He predicts that as gold flows west to east at an unprecedented rate, the gold price will ultimately come under pressure and carry equity prices dramatically higher in either 2015 or 2016. In this interview with The Gold Report, he suggests that prices have never been lower on some of the most likely names in the M&A game.

Videos

video thumbnail (8/28/15)
Stuart Rogers Interviewed on Market One Minute
View This Video >

Recent Quotes

"FCU plans to leverage CGN Mining's expertise as it develops Triple R."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (1/21/16)
moreá>

"GSV may have the Carlin Trend's next elephant-sized gold deposit."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (1/21/16)
moreá>

"RPM is well positioned to thoroughly explore Gold Ridge, Panther Creek and its other projects."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (1/21/16)
moreá>

"NMI continues to justify my decision to add it to our list last year."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (1/21/16)
moreá>

"Guadalupe de los Reyes could be a nice addition to GPR's production profile."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (1/21/16)
moreá>

"In all, 16 of 17 recent holes at FCU's Triple R were mineralized."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/17/15)
moreá>

"EFR has sold some of its non-core uranium assets."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/17/15)
moreá>

"High-potential stories are developing at BAR's Grasset and Martiniere."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/17/15)
moreá>

more comments

"Well managed and headed in the right direction, NMI continues to be a Buy."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/17/15)
moreá>

"NMI continues to make progress on its gold projects in Australia."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"GPR's Q3/15 revenues were a 31% improvement over those of Q3/14."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"KDX offers the blue sky of district-scale exploration on its properties."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"BAR is completing an up to CA$4.5M flow-through financing."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"GSV looks like an excellent value right now."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"MD has a lot of chances to come up with a flagship project."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"SGC is a Buy for the likelihood of a nice-sized, quick profit."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"The demise of the deal with Denison is good for FCU shareholders."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/13/15)
moreá>

"NMI is picking up high-quality assets that are currently undervalued."

Gold Investing News Interview with Brien Lundin (10/26/15)
moreá>

"KDX is a great production story with very real near-term and long-term upside."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"SGC remains a strong buy and an excellent value at current levels."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"BAR is clearly establishing value at Martiniere and Grasset."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"CGT's aggressive drill program on its Eastside project in Nevada is paying dividends."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"AKG is a company with established assets, with its first gold pour expected in Q1/16."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"PGLC's drilling program on its Relief Canyon project continues apace."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/30/15)
moreá>

"PGLC appears to have few impediments to production at Relief Canyon."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/11/15)
moreá>

"GSV has begun a phase 2 drilling program on Pinion and Dark Star."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/11/15)
moreá>

"GPR increased its FY/15 production guidance by 8%."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/11/15)
moreá>

"RPM continues to receive net smelter royalty payments from the Rochester mine."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (9/11/15)
moreá>

"NGN is an up-and-coming company that is going to really surprise the market."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"MD is a great way to gain exposure to metals exploration in eastern Canada."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (8/27/15)
moreá>

"Our new recommendation for this month is PGLC."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (8/27/15)
moreá>

"We'll eagerly watch GSV's phase 2 drill program at Pinion and Dark Star."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (8/27/15)
moreá>

"We'll add GPR stock back to our Buy list."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (8/27/15)
moreá>

"BAR has an extraordinary exploration team."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"CGT was able to strike a remarkable deal with Nordgold."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"GSV is destined to go far in the next metals rebound."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"GPR's latest quarterly results are amazing."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"RPM affords exposure to an economically sound project with proven resources."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"WG has a polymetallic project in the Yukon so large that it is a strategic resource for some big player down the line."

The Gold Report Interview with Brien Lundin (8/27/15)
moreá>

"With a clear development path at Asmara, SGC is a good value at current levels."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (8/1/15)
moreá>

"MD has begun a mapping and channel sampling program at Willbob."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (7/30/15)
moreá>

"GPR has turned in strong operational numbers for Q2/15."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (7/30/15)
moreá>

"CGT boasts lots of news and lots of value; it remains a Buy."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (7/30/15)
moreá>

"FCU's merger with Denison produce an attractive target and viable competitor."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (7/30/15)
moreá>

"MD has succeeded in acquiring projects and forming joint ventures."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/30/15)
moreá>

"GSV began reverse circulation drilling at its Railroad-Pinion gold project."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/26/15)
moreá>

"CGT received permits for drilling at its Eastside gold project in Nevada."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/26/15)
moreá>

"The Grasset and Martiniere projects make BAR a compelling exploration story."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/26/15)
moreá>

"R has the money to move forward with the South Carolina project."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/26/15)
moreá>

"GPR posted record silver equivalent production in Q1/15, a 48% increase over Q1/14."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"The option on Esaase makes AKG a leveraged production story that's hard to pass up."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"The potential of the Martiniere and Grasset projects make BAR a company to watch in the months ahead."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"GSV's Railroad-Pinion is still a high-potential project that could pay huge dividends to shareholders."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"If you want to take advantage of the market's current bargains, CGT is one of the better options."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"MD should be able to make some noise on the exploration and acquisition fronts in the coming months."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (6/1/15)
moreá>

"With a world-class uranium deposit to its credit, FCU is still very much a takeout target."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/15)
moreá>

"R looks undervalued to me at current levels."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/15)
moreá>

"MD's recent private placement will raise CA$10ľ15M by issuing units."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/15)
moreá>

"CGT's Montagne d'Or estimate pegs the Indicated resource at 3.8 Moz."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/15)
moreá>

"BAR is one of the most attractive exploration plays on our list."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/15)
moreá>

"AUG's management team has an amazing track record."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (4/30/15)
moreá>

"AUG's potential to add significant ounces at Three Bluffs is real."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (4/17/15)
moreá>

"We'll watch RPM's Patty gold project drill program with interest."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"MD has proven its ability to find joint ventures on its Quebec-focused suite of properties."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"GSV's Dark Star target shows potential."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"GPR remains in reasonably solid financial condition."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"MIN and Gunnison look like good bets on long-term demand for copper."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"With ample project budgets, CGT shouldn't lack for news flow in 2015."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (3/26/15)
moreá>

"FCU's recent drill results suggest that PLS may grow larger still."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"GPR won't lack for precious metals to mine anytime soon."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"CGT is a solid production story and an intriguing exploration story."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"MIN is still a buy."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"WG has a great project that will only become more valuable."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"GSV has the funds to continue drilling and exploring the Pinion and Railroad projects."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"BAR is trading at an attractive price range right now."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"I see no major obstacles in the path that AKG has set for itself."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/26/15)
moreá>

"There have been more than enough tantalizing results from GSV's efforts in the Carlin Trend."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"Keep a close eye on PRG's exploration at Ginger Ridge."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"I believe greater gains lie ahead for FCU."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"WG remains an excellent value."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"MIN will move forward with its plans to develop the Gunnison project."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"CGT is working on an updated resource estimate for Montagne d'Or."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"In Q1/15, AKG will release a phase 2 prefeasibility study on its mine."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (2/1/15)
moreá>

"R is a prime takeover target, but it's also retaining the option to develop Haile itself."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"WG is one of the few significant PGM resources in a stable jurisdiction."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"AMM has a highly economic project in an area where most major mining companies are comfortable operating."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"AKG's project is going to be a world-class mine, but it is not being valued like one."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"CGT's infill drilling will add significantly to the resource at the Montagne d'Or deposit."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"MIN's Gunnison project has great economics for a large copper deposit."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"FCU blew the doors off with its 105 Mlb maiden resource for the Triple R project."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"PRG is one of the best drill-hole plays."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"SOP is getting some great drill results on its Las Minas gold-silver-copper property in Mexico."

The Gold Report Interview with Brien Lundin (1/28/15)
moreá>

"RPM remains in a strong position."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"PRG is still a buy on our list based on the quality of its management team."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"AKG is a must-own company for bullish gold bugs."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"BAR enters the new year with two promising exploration projects."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"CGT's upcoming PEA should go a long way toward establishing its multimillion-ounce project's viability."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"GSV has released a couple of eye-popping assays from its Railroad-Pinion project."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"I am still enamored with MDL's long-term prospects."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"REL's Scott Gibson knows how to move projects forward and get them noticed by the broader market."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"FCU's Patterson Lake South remains one of the top exploration stories in the world."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (12/11/14)
moreá>

"LIO continues to move ahead with development at Tuvatu."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"SVL remains a prime candidate to deliver leverage on silver prices."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"TGM has delivered an impressive PEA on North Kao."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"With a 5 Blb+ copper resource and phased production approach, MIN is very attractive."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"I'm excited by PRG's progress at Ginger Ridge, which confirms my faith in the management team."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"CGT remains a solid bet on gold's long-term prospects and a Buy."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

"All six holes drilled at BAR's Bug Lake South struck gold, two with impressively high grades."

— Brien Lundin, Gold Newsletter (Jefferson Financial) (11/6/14)
moreá>

fewer comments


Due to permission requirements, not all quotes are shown.