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About Gavin
With over 40 years of domestic and international financial experience, Gavin Graham is a highly sought-after market pundit and prognosticator. His wealth of global experience has been garnered through roles in London, Hong Kong, San Francisco, and Toronto including those of senior fund manager, Thornton Management; chief investment officer, Citigroup Investment Management (Asia); and chief investment officer, Guardian Group of Funds. Mr. Graham is a contributing editor of The Income Investor, host of the Gavin Graham Show podcast, and regular commentator in the financial media. Originally hailing from the UK, he is a graduate of Magdalen College at the University of Oxford and a Trustee of the Investment Committee of the Royal Medical Foundation (UK).
Gavin's Articles
Chevron (CVX) is the second largest private oil and gas company in the US and the third largest by market cap in the world after ExxonMobil (XOM) and Saudi giant Aramco, notes Gavin Graham, editor of Internet Wealth Builder.
Franco-Nevada (FNV) is the largest and longest established of the precious metal and oil and gas royalty and streaming companies, with a market cap of almost $38 billion, explains Gavin Graham, a contributing editor to Internet Wealth Builder.
Pason Systems Inc. (Toronto: PSI) is a Calgary based oil services company, which provides specialized data management systems for the oil drilling industry, explains Gavin Graham, contributing editor to Internet Wealth Builder.
Agnico Eagle Mines (AEM) is the largest listed Canadian gold producer; it produced 2.33 million oz. of gold in the nine months to 30th September, 2022 following the takeover of Kirkland Lake Gold in February 2022, observes Gavin Graham, contributing editor to Internet Wealth Builder.
Gavin's Videos
The North American equity markets at present closely resemble the patterns established during the 2000-02 bear market in the aftermath of the Internet bubble. In both cases an extremely expensive market has been badly affected by sharply rising interest rates leading to an initial bear market as price/earnings multiples contracted, as happened last year. Now an inverted yield curve is forecasting a recession, which means earnings are likely to fall leading to a second leg down, meaning investors should focus on defensive sectors with reasonable valuations.
Newsletter Contributions
Internet Building Wealth
Gavin Graham is a contributing editor for Internet Wealth Builder.
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