Market Overview - The current investment landscape appears stable but is experiencing underlying chaos due to geopolitical tensions, deglobalization, rising debt levels, and supply chain disruptions [2] - Nominal growth is faster but also more volatile and unpredictable, with companies needing to find internal resilience as external support from low interest rates and inflation diminishes [2] Structural Innovations - Innovations such as AI, blockchain, GLP-1 therapies, and decarbonization are fundamentally reshaping business growth [3] - Traditional business models, particularly in software, are threatened by AI's ability to produce similar outputs at low costs [3] Economic Shifts - The year 2025 is seen as a pivotal point marking the end of the initial phase of significant economic regime shifts, with multiple macroeconomic pillars unwinding simultaneously [5] - The U.S. Treasury is now offering meaningful yields on new debt, leading to an annual interest expense approaching $1 trillion, which presents immediate fiscal challenges [10] Supply Chain and Inflation - Governments are localizing supply chains and building strategic stockpiles, leading to inefficiencies and increased costs in infrastructure and manufacturing [11][12] - A new regime of persistent inflation is anticipated, driven by constrained supply and inelastic demand, affecting affordability for consumers and corporations [13] Corporate Performance - The ClearBridge Value Strategy outperformed its benchmark, with strong contributions from sectors like utilities and communication services, particularly benefiting from AI-related developments [19][20] - The health care sector faced challenges due to regulatory concerns and rising medical costs, impacting major companies like UnitedHealth Group [21] Portfolio Positioning - A shift towards value-oriented investments is noted, with sectors tied to industrial activity and energy production expected to benefit from infrastructure rebuilding [23] - The strategy emphasizes the importance of companies with pricing power and real assets, as traditional safe havens face valuation pressures [23] Outlook - The U.S. economy is currently supported by fiscal expansion, but concerns about sustainability are rising, with tariffs and immigration policies likely to increase inflation and reduce growth [26][27] - Opportunities are identified in real assets like gold and copper, which serve as hedges against inflation and geopolitical risks [27]

Core Viewpoint - Newmont Corporation has applied for a voluntary delisting of its common shares from the Toronto Stock Exchange, expected to be effective around September 24, 2025, while maintaining its primary listing on the New York Stock Exchange and supporting its listing on the Australian Securities Exchange [1]. Group 1 - Newmont Corporation's common shares will be delisted from the Toronto Stock Exchange [1]. - The delisting is anticipated to take effect on or about the close of trading on September 24, 2025 [1]. - The company continues to support its listings on the Australian Securities Exchange in addition to its primary listing on the New York Stock Exchange [1].

Company Insights - Pneumont has been upgraded to outperform at RBC, with a year-to-date stock increase of 51%, attributed to better business management and rising gold prices [1][2] - United Health has been reiterated to outperform at Morgan Stanley, although shares have pulled back by approximately 1.3% [2] - Citizens Financial, Mnt Bank, and Regions Financial have been initiated as overweight by Caner Fitzgerald, with Citizens Financial showing the best performance among regional banks [5] - The stock of United Health has seen a decline of 32% since April, but recent investments from notable figures like Buffett have provided some momentum [3][4] Industry Trends - The regional banks are experiencing a divergence in performance, with some losing positive momentum due to local economic conditions and labor market weaknesses [6][7] - The insurance industry is facing a weaker environment, with companies like Progressive seeing a neutralization of momentum and weakening pricing power after a strong two-year period [9][10]

Newmont Corporation (NYSE:NEM) ranks among the best performing S&P 500 stocks in the last 3 months. On September 2, Macquarie lowered its rating of Newmont Corporation (NYSE:NEM) from Outperform to Neutral, with a $72 price target. The downgrade came as the mining behemoth beat its contemporaries in the gold mining industry by a significant margin. According to Macquarie, Newmont Corporation (NYSE:NEM) recently finished a number of strategic stages, such as renationalizing its portfolio, selling off non-c ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

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Valued at a market cap of $83.2 billion, Newmont Corporation (NEM) is one of the world’s largest gold producers. The company operates across North America, South America, Australia, and Africa, with fully owned mines such as Tanami in Australia and Ahafo and Akyem in Ghana. Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Newmont fits this criterion perfectly. In addition to gold, Newmont explores for copper, silver, zinc, lead, and other metals, with a global prese ...

Group 1: Market Performance - Newmont Corp. is the world's largest gold producer and has seen its stock rise by 105% year to date, making it the second-best performer in the S&P 500 Index [2] - Gold has increased over 38% year-to-date, on track for its best performance since 1978 [2] - The VanEck Gold Miners ETF (GDX) experienced $531 million in net inflows in August, the highest since November 2023, and gold-linked ETFs saw $3.9 billion in inflows, the largest since April [6] Group 2: Valuation Comparison - Newmont trades at a next-12-month price-to-earnings ratio of 15x, while Palantir's forward P/E is at 212x, making Newmont's valuation more attractive for growth-focused investors [5] - The performance of gold miners has significantly outpaced the gold spot price, with GDX rallying 95% in 2025 [6] Group 3: Market Trends and Future Outlook - Analysts suggest that the current momentum in gold, silver, and copper miners is strong, with new 52-week highs being reached [7] - The U.S. dollar index is at a critical support level, which could lead to further increases in gold and other commodities [8] - The gold miners-to-gold ratio is nearly 60% below its 2011 highs, indicating potential for further growth in mining stocks [9] - There is a belief that the current gold cycle may just be beginning, suggesting that companies like Newmont could have significant upside potential [10]

Core Viewpoint - Enduro Metals Corporation has provided an update on its 2025 exploration program at the Newmont Lake project, highlighting significant progress in the Andrei porphyry target, which has been expanded to cover an area of approximately 6 km² [1][3][12]. Exploration Program Update - The exploration program includes a large airborne magnetic survey covering 2,000 line-kilometers and ground induced polarization (IP) surveying over the Andrei target [4][8]. - Field crews have been actively mapping and sampling across the property, focusing on the Andrei area, with fieldwork scheduled to continue until September 30, 2025 [1][3]. Andrei Target Expansion - The Andrei target has been extended by 3.4 km to the southwest from the original North Toe occurrence, with geological mapping revealing extensive outcropping of monzonite and diorite intrusions [3][12]. - The target area now measures approximately 4.5 km x 1.5 km, characterized by localized micro-stockworks and copper mineral-bearing veins [4][13]. Future Plans - Enduro Metals is preparing for a maiden drill program at the Andrei target in 2026, guided by newly acquired high-resolution magnetic survey results and ground IP survey data [14][3]. - The company anticipates receiving final geochemical and geophysical data shortly, which will inform follow-up work in September [3][1]. Strategic Location - The Newmont Lake Project is strategically located near major porphyry copper-gold development projects and high-grade past producing gold deposits, enhancing its potential for significant mineral discoveries [3][1]. Collaborative Research - In 2025, Enduro sponsored academic research programs and collaborated with institutions such as UBC Okanagan and University College of London, focusing on structural geology and mineralization age constraints [24][25].