Core Viewpoint - There are strong reasons to maintain a bullish outlook on Newmont Corporation (NYSE: NEM) and to reiterate a 'Buy' rating for the stock, as management is focused on delivering value for shareholders [1] Group 1: Company Performance - Newmont Corporation's management is committed to enhancing shareholder value, indicating a strategic focus on performance and growth [1] Group 2: Analyst Perspective - The analyst holds a beneficial long position in NEM shares, reflecting confidence in the company's future performance [2] - The article expresses the analyst's personal opinions and insights, emphasizing an independent viewpoint [2] Group 3: Market Insights - The analyst's background in IT and experience in managing investments provide a unique perspective on market dynamics, particularly in technology and diverse sectors [1]

Market Overview - The Federal Reserve has cut interest rates, leading investors to seek insights on future market developments [1] - Experts predict a new supercycle for gold, mining stocks, and critical metals, while the bull market is expected to continue due to profit growth and lower rates [2] Gold and Mining Sector - The mood at the Beaver Creek Precious Metals Summit was highly optimistic, with many junior mining companies experiencing significant share price increases [4] - Historical comparisons suggest that gold prices could peak between $6,000 and $8,000, with a small chance of exceeding $20,000 in a monetary reset scenario [9] - Current market conditions are seen as a catch-up period, with potential for larger gains in junior silver plays and companies with substantial gold and silver resources [11] FedEx Corp. Analysis - FedEx is the third-largest package courier globally, with a 17% market share, and is projected to generate over $89 billion in revenue for fiscal 2026, increasing to over $92 billion in the following year [12][13] - Despite strong revenue forecasts, FedEx's stock is trading at low multiples, suggesting it is undervalued, with a target price of $300 by Christmas [14]