Gold is on a historic run. After hitting more than 50 new all-time highs last year, the yellow metal has surged to a new all-time high above $5,000 an ounce, a once-unthinkable amount. It's now doubled in value since SeptemberFrank Holmes is a Canadian-American investor, venture capitalist and philanthropist. He is CEO and chief investment officer of U.S. Global Investors, a publicly traded investment company based in San Antonio, TX, that oversees more than $4 billion in assets (Nasdaq: GROW). He is known ...

Group 1 - Americas Gold and Silver Corporation (USAS) reached a 52-week high, driven by a surge in precious metals prices, with silver spot prices hitting $103 and gold nearing $5,000 at $4,988 [1][2][3] - The company reported a record silver production of 2.65 million ounces in 2025, a 52% increase from 1.74 million ounces in 2024, with significant contributions from its Cosala operations in Mexico [4][5] - The positive sentiment in the mining sector is influenced by ongoing geopolitical tensions, despite the recall of previously announced tariff plans between the US and the EU [3]

Gold miners Newmont and Barrick rose 1.4% and 1.6%, respectively, in pre-market trading as precious metals soared. Silver jumped above $90 an ounce on Wednesday following softer-than-expected U.S. inflation data and rising geopolitical risks. ...

Core Viewpoint - Gold miners Newmont and Barrick experienced pre-market trading increases of 1.4% and 1.6%, respectively, driven by a surge in precious metals prices [1] Group 1: Market Reaction - Precious metals, particularly silver, saw a significant price increase, with silver rising above $90 an ounce [1] - The rise in precious metals prices was influenced by softer-than-expected U.S. inflation data [1] - Geopolitical risks are contributing to the upward trend in precious metals [1]

Mining helmet, metals samples, and ETFs on a workbench illustrate investor exposure to industrial materials markets. Key Points Gold and silver have surged over the past year, rising 62% and 137% respectively amid a broad metals rally. Exchange-traded funds (ETFs) provide accessible exposure to precious and industrial metals through spot-price tracking or mining-focused strategies. ETFs like GMET, PALL, and PLTM offer targeted opportunities in metals tied to clean energy, including palladium and platin ...

Core Viewpoint - The importance of diversification in investment strategies is emphasized, particularly as the market approaches 2026, with a focus on trends in AI capital expenditures and data centers as safer investment alternatives to tech stocks [1][2]. Investment Trends - AI capital expenditures are expected to continue growing next year, indicating a reliable trend, but investors are advised to seek alternative investment avenues to avoid overexposure to tech stocks [2]. - Data centers are highlighted as a viable investment option, allowing exposure to sectors like industrials and utilities, which have lower price-to-earnings ratios compared to tech stocks [3]. Financial Sector Insights - The financial sector, including insurers and banks, is viewed positively, especially with the yield curve steepening, suggesting a favorable environment for financial investments [4][5]. Precious Metals Outlook - The trend in precious metals, particularly gold and silver, is expected to persist, with recommendations to buy on pullbacks rather than chasing prices [6][7]. Consumer Market Analysis - The consumer market is described as bifurcated, with wealthier households continuing to spend while lower-income households struggle, leading to a divergence in consumer spending patterns [8][9]. - Tax refunds are anticipated to provide a temporary boost to consumer spending, but are not expected to significantly stimulate growth [10]. S&P 500 Projections - The S&P 500 is projected to range between 7,400 and 7,600 by year-end next year, driven primarily by earnings, with a target of $300 earnings per share [12].

Group 1: Precious Metals Market - The recent trading activity in precious metals, particularly gold and silver, has shown significant volatility, with a parabolic move followed by a dramatic reversal, indicating a need for traders to reduce risk [3][4][5] - There is a long-term bullish outlook for precious metals, with expectations for a favorable market in 2026, suggesting that investors should maintain their positions in these assets [2] - Silver is highlighted as a potential trading opportunity, especially given its structural deficit over the past five years, although caution is advised due to the speculative nature of recent price movements [6][7] Group 2: Energy Sector - The refiner trade has been a strong opportunity in the energy sector, with successful positions taken in companies like Marathon, Valero, and Philip 66, but there is a shift anticipated towards larger E&P companies as the market evolves [12][14] - Exxon Mobil is noted to be approaching a 52-week high, with expectations for it to reach an all-time high, indicating strong performance in the energy sector [15] - There are signs of economic stimulation in China and a stable U.S. economy, which could lead to higher oil prices, suggesting a favorable outlook for energy investments [16] Group 3: Spotify and Streaming Industry - Spotify has been experiencing a downtrend since June, leading to a decision to exit the position due to lack of performance over the past month [18] - Competitive pressures are increasing for Spotify, particularly with partnerships like the one between Netflix and iHeart, which could pose threats to Spotify's business model [19][20]

The stock market's Monday slide has Wall Street asking whether Santa Claus will call this year, after all. What began as a slide in stocks linked to artificial intelligence and precious metals has evolved into a broader market decline. Only 164 stocks in the S&P 500 were trading higher on the day. The S&P 500 was down 0.6%. The Dow was down 308 points, or 0.6%. The Nasdaq Composite was down 0.8%. ...

Bitcoin critic Peter Schiff is at it again. Key Takeaways Schiff urges Bitcoin holders to sell above $90,000. Economist remains bullish on precious metals despite volatility. Schiff accused Wikipedia of publishing false and defamatory claims on his biography page. Veteran gold advocate and longtime crypto critic Peter Schiff urged investors to sell Bitcoin as it climbed back above $90,000 on Monday, arguing the rally offered another opportunity to exit the market. The comments followed a public ...

Core Insights - The 2024 Year in Review highlights the rise of propaganda, the impact of AI, and the emergence of asset bubbles, particularly in precious metals, while questioning the nature of truth in a rapidly changing technocratic world [3][16]. Group 1: Propaganda and Truth - The current era is characterized as a "Golden Age of Propaganda," where narratives are controlled by elites through mass media and social platforms, leading to a distortion of facts and a loss of shared truths [16][14]. - The author expresses frustration over the erosion of reliable sources of information, suggesting that the overwhelming noise in media makes it difficult to discern fact from fiction [15][20]. Group 2: Precious Metals Market - The report emphasizes a significant interest in precious metals, particularly gold, silver, and platinum, with gold's long-term performance being compared favorably against major stock indices [60][64]. - Gold has shown a remarkable return of over 1309.5% since 2000, outperforming the S&P 500 and NASDAQ over the same period [66]. - The current geopolitical climate, including the actions of the BRIC nations, is pushing countries to reconsider their gold reserves, with the U.S. now holding only 20% of global gold reserves compared to over 50% in the past [70][84]. Group 3: Investment Implications - The report suggests that the demand for gold and silver is being driven by geopolitical tensions and a potential shift in reserve currency dynamics, which could lead to significant price increases [84][89]. - The author notes that the physical gold market is under pressure due to a high paper-to-physical ratio, indicating potential supply shortages that could lead to price spikes [82][100]. - Platinum is highlighted as a rare metal with increasing industrial demand, particularly in the automotive sector, which could lead to supply constraints and rising prices [106][111].