Dear all,I've taken plenty of requests for a copy of the Macquarie report on Barrick Gold (ABX) since mentioning it on the blog yesterday. Therefore I've decided to blanket you all and send out the report to the whole list, but for more than that single reason. Though IKN gets a small mention, that's not the reason to read it. The reason is the report's high quality, considered reasoning and its conclusions drawn. This is the type of fundamental research I'd like to do when I grow up.It's exactly the type of research I'd like to see from a whole bunch of brokerage analysts who are, in theory at least, capable of similar work but still, even now and after the market performance we've seen for the last two or so years, prefer to remain uncontroversial to the point of sycophantic with the companies they cover. We need to see more reports such as this ABX one out there, written by people unafraid to speak truth to power. If only for that, I'm keen on this being read by as many people as possible.Hope you enjoy your Friday.Best, O
That, ladies and gentlemen, is looking like a championship call on ABX from Macquarie. Let other brokerages and their anal ysts take due note.