While inflation continues to dominate market commentary late in 2025, the more immediate threat to U.S. economic stability is emerging from the labor market. Evidence is building that employment conditions are weakening faster than headline data suggests, creating a risk profile that traders cannot ignore heading into 2026.For markets, this shift matters more than marginal changes in CPI. A deteriorating labor backdrop changes the Federal Reserve’s reaction function, alters earnings expectations, and reshap ...

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. The strategy reported solid absolute returns in the quarter but lagged the benchmark as it did not keep pace with the strong rally. The strategy continues to focus on quality companies in the volatile environment. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor ...

Core Viewpoint - Bayhorse Silver Inc. has appointed Christos Doulis as President, effective immediately, to strengthen its management team as it advances its mining projects [1][3]. Company Management - Christos Doulis replaces Rick Low as President while Low continues as Chief Financial Officer [1]. - Doulis expressed excitement about working on the Bayhorse and Pegasus projects, highlighting the Bayhorse Mine as a potential near-term primary silver producer in the U.S. [2]. - CEO Graeme O'Neill emphasized the importance of a strong management team and acknowledged Rick Low's contributions in his dual roles [3]. Company Overview - Bayhorse Silver Inc. holds a 100% interest in the historic Bayhorse Silver Mine in Oregon, which has an inferred resource of 292,300 tons at a grade of 21.65 opt (673 g/t), equating to approximately 6.3 million ounces of silver [5]. - The Bayhorse Mine is designed for minimal environmental impact, capable of processing up to 200 tons per day, and features a state-of-the-art ore-sorting system that reduces waste rock by up to 85% [5]. - The company has established a mill with a capacity of up to 60 tons per day in Payette County, Idaho, and has an offtake agreement with Ocean Partners UK Limited [5].

Core Viewpoint - Warner Brothers Discovery has officially rejected Paramount's tender offer of $30 per share in cash, citing various reasons for their decision [2][5]. Group 1: Rejection of Paramount's Offer - Warner Brothers Discovery's board has stated a clear "no thank you" to Paramount's bid, emphasizing that the offer does not meet their expectations [2]. - The rejection is based on claims that Paramount has misled Warner Brothers shareholders regarding the financial backing from the Ellison family, which Warner Brothers asserts does not exist [3][4]. Group 2: Financing Concerns - Warner Brothers highlights that Paramount's proposal relies on an "unknown and opaque revocable trust" for funding, rather than a solid commitment from the Ellison family [4]. - Despite Paramount's assertions that the Ellison family could provide the necessary equity of approximately $48 billion, Warner Brothers maintains that no such commitment has been made [5]. Group 3: Competitive Review Process - Warner Brothers claims to have conducted a transparent and competitive review process, establishing a level playing field for potential bidders [5]. - In contrast, Paramount feels disadvantaged and believes that their final offer did not receive adequate consideration from Warner Brothers [6]. Group 4: Regulatory Considerations - Warner Brothers does not believe there is a significant regulatory risk difference between Paramount and Netflix, countering the perception that Paramount would face a smoother regulatory review process [6][7]. - The ongoing situation raises questions about whether Paramount will increase its offer to trigger Netflix's matching rights under its merger agreement with Warner Brothers [7].

Core Viewpoint - Mayo Lake Minerals Inc. has successfully sold its Trail-Minto Property for $1,000,000 to Banyan Gold Ltd, which will enhance its financial position and allow for an aggressive exploration program in 2026 on its remaining properties in the Mayo-Keno area [2][8]. Financial Transactions - The sale of the Trail-Minto Property will provide Mayo with $1,000,000 in cash, which is intended to be used for debt repayment and general working capital [2][4]. - Mayo has closed the first tranche of a private placement totaling $300,000, consisting of common share units and flow-through units priced at $0.05 each [6][10]. Exploration Plans - The company plans to initiate an exploration program in 2026, focusing on defining gold targets within the Anderson Gold Trend and trenching the Carlin West and AJ targets [11]. - Mayo retains 100% ownership of three highly prospective properties totaling 145.6 sq. km in the Mayo-Keno area, which is known for its Intrusion Related Gold Systems [3][4]. Property Details - The Trail-Minto Property sale includes a 2% Net Smelter Return (NSR), with Banyan having the option to buy back 1% of the NSR for $1,000,000 [2][8]. - The Mayo-Keno area has seen increased exploration activity, with significant resources reported by other companies in the region, including Banyan Gold and Sitka Gold [3][8]. Future Opportunities - The financial relief from the sale allows Mayo to pursue additional advanced properties in the northern Yukon and Alaska, which were previously unattainable due to financial constraints [4][8]. - The company aims to leverage the funds from the private placement and property sale to enhance its exploration capabilities and potentially acquire more valuable projects [8][11].

Shutterstock/Miljan Zivkovic Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. In a time of heightened economic uncertainty, institutional and individual investors have been increasingly allocating capital to alternative investments such as private equity (PE) and real estate. They’re not just seeking potentially higher long-term returns, but also stronger diversification and inflation hedging. Alternative investments are no longer considered niche asset ...

Core Insights - The individual has a B.Tech degree in Mechanical Engineering and nearly twenty-five years of experience in the oil and gas sector, primarily in the Middle East [1] - The investment strategy is informed by traits of efficiency, carefulness, and discipline learned from the industry [1] - There is a sustained interest in U.S. equity markets, focusing on technology, energy, and healthcare sectors [1] - The investment approach has evolved from growth investing to a blend of value and growth, emphasizing the durability of competitive advantages and consistent free cash flow generation [1] - The philosophy includes a conservative orientation, seeking to minimize downside risk while looking for upside potential, especially as retirement approaches [1] - Recent rebalancing towards income-generating assets such as dividend-paying equities and REITs reflects a shift in investment focus [1] - Investing is viewed as a means to achieve peace of mind, not just high returns [1] - The individual aims to engage with a community of investors interested in the intersection of business fundamentals and intelligent investing [1] - There is a commitment to investing in ecologically sensitive businesses, indicating a focus on sustainable investment practices [1]

Core Viewpoint - Dream Industrial Real Estate Investment Trust has entered a strategic partnership with Canada Pension Plan Investment Board, which is expected to enhance the REIT's growth and scale in its private capital partnership business [1] Group 1: Partnership Details - The partnership involves a definitive agreement where Dream Industrial will sell a portfolio of 12 Canadian industrial assets [1] - The total size of the portfolio being sold amounts to 3.6 million [1]

Core Viewpoint - Simulations Plus, Inc. will report its first quarter fiscal 2026 financial results on January 8, 2026, after market close, indicating ongoing transparency and communication with investors [1] Company Announcement - The company is a global leader in model-informed and AI-accelerated drug development, emphasizing its role in advancing biopharma innovation [1] - A conference call will be held on the same day at 5:00 p.m. Eastern Time to discuss the financial results, allowing investment professionals and current stakeholders to engage directly with management [1]

Core Insights - Canada Pension Plan Investment Board (CPP Investments), Dream Industrial Real Estate Investment Trust, and Dream Asset Management Corporation have formed a joint venture to acquire last-mile industrial properties in major Canadian markets [1] Investment Details - The joint venture has allocated a total of $1.1 billion in equity capital for this initiative [1] - CPP Investments is contributing $1.0 billion, which represents 90% of the total equity capital [1]