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Group 1: Canada-China Trade Relations - Canada is not pursuing a free trade agreement with China, as clarified by Minister Dominic LeBlanc and Governor Carney, who emphasized that the focus is on resolving tariff issues rather than establishing a free trade deal [5][4][2] - A preliminary agreement was reached between Canada and China, which includes a significant reduction in tariffs on Canadian canola seeds from approximately 85% to about 15%, while Canada will allow up to 49,000 Chinese electric vehicles annually at a tariff rate of 6.1% [3][4] - U.S. President Donald Trump has warned that any trade deal between Canada and China could result in a 100% tariff on all Canadian goods entering the U.S., indicating potential trade retaliation from Washington [2][4] Group 2: Geopolitical Implications - The evolving relationship between Canada and China has raised concerns about geopolitical shifts impacting trade policy, which could have ripple effects on inflation, supply chains, and financial markets [5] - Trump's comments reflect a broader concern regarding China's influence in Canada, suggesting that closer ties could undermine Canada's economic sovereignty [4][2] Group 3: Investment Considerations - Investors are advised to be aware of the potential impacts of geopolitical tensions on trade and investment strategies, as shifts in global power dynamics can affect market stability [5] - The current environment emphasizes the importance of diversification in investment portfolios, particularly in light of rising global tensions and economic uncertainties [5]

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Core Viewpoint - Gold prices have reached record highs, exceeding $5,000 per ounce, driven by market uncertainty, global tensions, and a weakening dollar, which presents both opportunities and risks for investors in the mining sector [1]. Group 1: Newmont Corporation - Newmont Corporation, the largest gold miner by market cap, is experiencing record profits while reducing long-term debt, with a reported revenue of $5.5 billion, up nearly 20% year over year, and earnings per share (EPS) of $1.67, up 108% [3][7]. - In the third quarter, Newmont produced 1.4 million ounces of gold, a decrease of 28.5% year over year, but maintained a profit of nearly $2,000 per ounce mined due to an average all-in sustaining cost (AISC) of $1,566 per ounce and an average realized gold price of $3,539 per ounce [6]. - Newmont has a diversified portfolio, mining not only gold but also copper, lead, zinc, and silver, which provides stability against fluctuations in gold prices [4]. - The company faces potential challenges in Ghana, where it operates two mines, as the government plans to increase royalties to 12% if gold prices exceed $4,500 per ounce, which could impact profits [8][9]. Group 2: Agnico Eagle Mines - Agnico Eagle Mines, the second-largest gold producer, is on track to produce a record 3.5 million ounces of gold this year, with a net income increase of 86% year over year to $1.06 billion and an EPS of $2.10 [10][12]. - The company has a strong financial position with $2.7 billion in cash and only $196 million in debt, having paid down $950 million in debt this year [14]. - Agnico's all-in AISC for gold production is $1,373 per ounce, while it realized an average price of $3,476 per ounce, indicating a high-margin operation [14]. - Despite a 145% rise in share price over the past year, concerns exist regarding its valuation, as the stock is trading around 32 times earnings, and its return on equity (ROE) is 9.35%, which is below expectations for a leading mining company [13]. Group 3: Investment Outlook - Both Newmont and Agnico Eagle Mines are positioned to benefit from elevated gold prices, serving as a hedge against inflation and providing diversification for investors' portfolios [15]. - The mining companies have the advantage of scale, with established operations that can maintain profitability even if gold prices fluctuate [16].

Core Insights - Trove Markets faced significant backlash after its initial coin offering (ICO) extension announcement led to confusion and a subsequent token crash, with the token's market cap plummeting over 99% from nearly $19 million to approximately $153,000 within minutes [5][6]. ICO Announcement and Confusion - The ICO was initially oversubscribed, raising over $11.5 million, but the announcement of a five-day extension on January 11 was quickly reversed, causing chaos among traders [2][3]. - The decision to extend the ICO was intended to ensure fair distribution to genuine users, but it ultimately contributed to a chaotic launch [3]. Investor Reactions and Allegations - Investors reported significant losses, with claims of investments worth tens of thousands of dollars resulting in minimal returns due to the token's drastic decline [4][5]. - Accusations of a "rug pull" emerged, with investors alleging that insiders benefited from the situation through pre-launch trading [6]. Token Launch and Market Impact - The token crashed over 95% shortly after its launch on January 19, leading to accusations of mismanagement and insider trading [6]. - Trove Markets announced a switch to the Solana blockchain for its launch, which added to the confusion surrounding the ICO [8]. Influencer Payments and Transparency Issues - The founder of Trove Markets admitted to paying influencers for undisclosed promotions, raising concerns about transparency and potential conflicts of interest [9][10]. - Despite the backlash, Trove Markets stated its commitment to rebuilding trust through execution and denied any fraudulent intentions [10].

Core Insights - The State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and the Schwab U.S. Broad Market ETF (SCHB) are both designed to mirror the performance of the broad U.S. stock market with minimal fees, making them suitable for core holdings in diversified portfolios [1][2] Cost and Size Comparison - Both SPTM and SCHB have an expense ratio of 0.03%, which is among the lowest in the industry [3] - As of January 25, 2026, SPTM has a 1-year return of 12.91% and SCHB has a return of 12.80% [3] - The assets under management (AUM) for SPTM is $12 billion, while SCHB has a significantly larger AUM of $38 billion [3] Performance and Risk Comparison - The maximum drawdown over 5 years for SPTM is -24.15%, while SCHB has a slightly higher drawdown of -25.40% [4] - An investment of $1,000 would grow to $1,765 in SPTM and $1,700 in SCHB over 5 years [4] Portfolio Composition - SCHB tracks the Dow Jones U.S. Broad Stock Market Index and holds 2,401 stocks, with sector allocations of 33% technology, 13% financial services, and 11% consumer cyclical [5] - SPTM follows the S&P Composite 1500 Index, providing exposure to approximately 1,510 stocks, with similar sector allocations and top holdings as SCHB [6] Implications for Investors - Both ETFs offer similar low expense ratios and dividend yields, making them comparable in terms of fees and income [7] - The top three holdings in both funds are Nvidia, Apple, and Microsoft, comprising 18.35% of SCHB's portfolio and 19.79% of SPTM's [7] - SCHB's larger AUM and number of holdings (nearly 1,000 more than SPTM) may provide greater liquidity and broader market exposure for investors [8][9]

Core Insights - BMO Asset Management Inc. is reducing annual management fees on select BMO ETFs to enhance cost-effectiveness for Canadian investors [1] - The management fee reductions apply to three ETFs, with the BMO Equal Weight Global Gold Index ETF and BMO Junior Gold Index ETF decreasing from 0.55% to 0.40%, and the BMO Government Bond Index ETF decreasing from 0.15% to 0.09% [1] - Changes to risk ratings for certain BMO ETFs have been announced, reflecting an annual review and standardized risk classification methodology [2] Fee Reductions - The BMO Equal Weight Global Gold Index ETF (ZGD) will have its management fee reduced from 0.55% to 0.40% [1] - The BMO Junior Gold Index ETF (ZJG) will also see a fee reduction from 0.55% to 0.40% [1] - The BMO Government Bond Index ETF (ZGB) will have its management fee lowered from 0.15% to 0.09% [1] Risk Rating Changes - The risk rating for the BMO Covered Call Canadian Banks ETF (ZWB.U) has changed from High to Medium to High [2] - The BMO Long-Term US Treasury Bond Index ETF (ZTL.F) has seen its risk rating change from Low to Medium [2] - The BMO Low Volatility International Equity ETF (ZLI) and BMO Low Volatility US Equity ETF (ZLU) have both changed from Medium to Low to Medium [2] Distribution Frequency Change - The frequency of distribution for the BMO Government Bond Index ETF is changing from quarterly to monthly, effective immediately [2]

THAT'S RALLYING OTHER NAMES LIKE GOLD, OF COURSE, PLATINUM. PALLADIUM ARE EACH HIGHER AND APPROACHING THEIR RESPECTIVE ALL TIME HIGHS AS WELL. SO LET'S WELCOME IN OUR NEXT GUEST, PHILIP STREBEL, THE CHIEF MARKET STRATEGIST AT BLUE LINE FUTURES, TO HELP BREAK DOWN WHAT'S BEEN GOING ON IN THE METALS TRADE, SPECIFICALLY WITH REGARD TO THE PRECIOUS ONES FOR RIGHT NOW, PHILIP, WHEN YOU LOOK AT THESE CHARTS, HOW MUCH CAN THEY GO FURTHER TO THE UPSIDE.>> WELL, I MEAN, WE SEE A SCENARIO WHERE GOLD FUTURES COULD HIT ...

Group 1: Market Outlook - Gold futures are projected to potentially reach $5,500 by 2026, while silver futures could hit $11,520 due to market volatility [1] - Continued central bank buying and private investor ETF flows are driving demand for gold and silver, with expectations of two interest rate cuts by the Fed [2][4] - Poland has added 150 tons of gold to its reserves, while India is reducing its US Treasury holdings in favor of gold investments [3] Group 2: Investment Trends - There is a multi-year increase in gold ETF holdings as both individuals and institutions view gold as a strong portfolio asset for diversification against inflation and geopolitical risks [4] - The traditional 60/40 portfolio strategy is being replaced by allocations to strategic commodities like gold, silver, and copper [4] Group 3: Market Dynamics - The average true range for gold is currently $95 per day, while silver is at $5 per day, indicating potential for significant sell-offs during market corrections [7] - There are multi-year supply deficits in metals, coupled with strong industrial and investment demand, creating a scenario where demand outpaces supply [7] - The market for platinum is experiencing new highs, driven by supply constraints from South Africa and Russia, which together account for a significant portion of global production [10][11]

Core Insights - Silver prices have reached new highs, driven by increased safe-haven demand amid geopolitical tensions and trade frictions, with a year-to-date gain of approximately 34.47% in January and nearly 220% over the past year, significantly outperforming gold's 78.55% increase [1][10] Group 1: Economic Factors - A decline in the U.S. Dollar Index (DXY) by 0.99% over the past five days and 9.12% over the past year enhances global demand for silver, making it more affordable for international buyers [2] - Anticipation of further Federal Reserve rate cuts in 2026 is expected to weaken the U.S. dollar, making silver more attractive to investors [3] Group 2: Geopolitical Influences - Ongoing geopolitical tensions, including U.S. military actions and trade disputes, have contributed to market volatility and increased interest in safe-haven assets like silver [4][7] Group 3: Industrial Demand - Silver's unique properties make it essential in various industries, including technology and clean energy, with applications ranging from medical equipment to solar power systems and electric vehicles [5][6] Group 4: Investment Opportunities - The performance of silver ETFs has been notable, with iShares Silver Trust (SLV) gaining 147.86% over the past year, abrdn Physical Silver Shares ETF (SIVR) up 148.31%, and Global X Silver Miners ETF (SIL) increasing by 165.93% [12][13][14] - A long-term investment strategy is recommended for those looking to increase exposure to silver, particularly in a volatile market [11]