Even if you’ve been diligently saving, your money might be losing value faster than you think. Daniel Altman, economist and author of the High Yield Economics newsletter, believes that due to the devaluation of the dollar, keeping too much money in a savings account can wreck your finances. Read Next: 6 Things You Must Do When Your Savings Reach $50,000 Find Out: 4 Surprising Things That Could Impact Your Wallet If a Recession Hits Here’s a closer look at why that is and what to do instead. Why the Dolla ...

Core Viewpoint - The data center boom is expected to significantly benefit commodities, with a particular focus on natural gas, base metals, precious metals, and crude oil as key areas of growth [1][5]. Commodities Overview - Commodities are seen as the most undervalued assets currently, with a bull market already underway, particularly in gold, which has increased by 54% year-to-date [2][4]. - The investment in AI is perceived as misdirected, with a need for more focus on the raw materials required for data centers, such as metals and gas [3][4]. Specific Commodities - **Natural Gas**: Essential for powering gas turbines in data centers [6]. - **Base Metals**: Includes steel and copper, which are critical for components like gas turbines and the energy grid [6]. - **Precious Metals**: Metals such as gold, silver, and palladium are utilized in data center components [6]. - **Crude Oil**: Provides power to data centers, with no major non-OPEC oil projects expected to start next year, potentially driving prices higher [6].

Group 1: Dollar Strength and Market Dynamics - The dollar has been a significant theme in the first part of the year, contributing to the narrative of the end of U.S. exceptionalism for 2025 [1][2] - Recent movements indicate the dollar is breaking from its ranges against key currencies, suggesting potential for continued strength into year-end [3] - With approximately 70% of the market pricing in a Federal Reserve rate cut in December, there is potential upside in yields that could support the dollar's movement [4] Group 2: Asset Correlations and Market Volatility - There is a noted breakdown in cross-national correlations, with movements in the dollar not affecting other asset classes like gold or private credit [5] - The market may be entering a more volatile phase, reminiscent of the late 1990s tech bubble, with potential for significant corrections while still seeing overall market growth [7] - Higher dollar and yields indicate tightening financial conditions, which may negatively impact precious metals and cryptocurrencies [8] Group 3: Yen Weakness and Market Outlook - Structural factors contributing to yen depreciation remain strong, including negative real yields and a poor growth outlook [9] - The dollar is expected to strengthen against the yen, with market sentiment leaning towards further yen weakness [10] - Intervention from Japanese officials is not anticipated unless the dollar-yen exchange rate exceeds 158 [10]

Core Insights - A stronger dollar negatively impacts risk appetite, precious metals, and earnings [1] Group 1: Implications for Risk Appetite - The appreciation of the dollar tends to reduce investors' risk appetite, leading to a more cautious investment environment [1] Group 2: Impact on Precious Metals - A stronger dollar generally results in lower prices for precious metals, as they are often inversely correlated with the dollar's strength [1] Group 3: Effects on Earnings - Companies that rely on international sales may experience a decline in earnings due to unfavorable currency exchange rates caused by a stronger dollar [1]

Group 1: Company Overview - Public Investment Corporation (PIC) has increased its shareholding in Sibanye-Stillwater to 20.42%, making it the largest investor in the mining company [1] - Sibanye-Stillwater operates mines across five continents and produces various metals including nickel, chrome, copper, and cobalt [2] Group 2: Investment and Financial Performance - PIC manages over R3 trillion (approximately $165.62 billion) in assets and has significantly invested in South Africa's resource sector, with a 42.5% gain in its precious metals and mining investments for the 2024/25 financial year due to increased safe-haven demand [3] - PIC plans to invest R1.35 billion in early-stage mining companies, with at least half of the investments focused on energy transition minerals such as copper and lithium [4]

Core Viewpoint - Investors are increasingly shifting their investments towards alternatives to the dollar, such as bitcoin and precious metals, indicating a growing trend away from traditional fiat currencies [1] Group 1: Investment Trends - There is a notable increase in capital flowing into bitcoin as a hedge against dollar depreciation [1] - Precious metals are also seeing heightened interest from investors seeking stability amid economic uncertainty [1] Group 2: Market Implications - The shift towards dollar alternatives may signal a broader change in investor sentiment regarding fiat currencies [1] - This trend could lead to increased volatility in traditional currency markets as more investors diversify their portfolios [1]

Core Insights - The article discusses the 13 best quality stocks to buy currently, emphasizing their ability to endure macroeconomic unpredictability and capture growth trends in technology, healthcare, and energy [1][4]. Group 1: Market Trends - On September 29, 2025, gold reached a record high above $3,800, while oil prices fell due to new supply expectations [2]. - U.S. and global stock markets saw minor increases despite concerns over a potential U.S. government shutdown, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all posting gains [2]. - Analysts noted that Q4 typically supports stock performance due to seasonal buying patterns, with investor confidence still being influenced by Federal Reserve policy [3]. Group 2: Stock Selection Methodology - The list of the 13 best quality stocks was curated using the Finviz screener, focusing on companies with a positive net profit margin and a minimum revenue CAGR of 20% over the past five years [6]. - Stocks were ranked based on the number of hedge funds holding stakes as of Q2 2025, utilizing Insider Monkey's hedge fund database [6][7]. Group 3: Company Highlights - Fortinet, Inc. (NASDAQ:FTNT) is highlighted for its significant upside potential, despite a downgrade from Morgan Stanley due to concerns about a shorter-than-expected firewall refresh cycle [8]. - Fortinet continues to grow its product line and maintains a strong financial position with more cash than debt, alongside excellent free cash flow generation [9]. - Zoom Communications, Inc. (NASDAQ:ZM) is recognized for its strong financial metrics, including a 5-year revenue growth of 28.69% and a profit margin of 24.99%, supported by hedge fund interest [12]. - Agnico Eagle Mines Limited (NYSE:AEM) demonstrated significant upside potential, selling shares of Royal Road Minerals Limited for nearly $4.1 million, reflecting a strategic approach to capital allocation [17][18].

TORONTO, Sept. 30, 2025 /PRNewswire/ - Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM)Â ("AgnicoEagle" or the "Company") today announced that it will release its third quarter 2025 results on Wednesday, October 29, 2025, after normal trading hours. Third Quarter 2025 Results Conference Call and Webcast Accessibility StatementSkip Navigation Stock Symbol: AEM (NYSE and TSX) Agnico Eagle's senior management will host a conference call on Thursday, October 30, 2025, at 11:00 AM (E.D.T.) to discuss the Compan ...

Group 1 - Fuerte Metals Corporation is responding to an increase in the market price of its common shares as requested by the Canadian Investment Regulatory Organization [1] - The company is continuously reviewing its long-term strategic plan, which includes potential acquisitions, divestitures, and merger transactions, and is currently in discussions regarding a potential transaction with a third party [2] - Fuerte Metals is a resource company focused on the acquisition, exploration, and development of copper and precious metals projects in the Americas, with ongoing drilling at its Cristina project in Mexico and exploration at the Placeton/Caballo Muerto project in Chile [4]

Financial Performance - Lifetime Brands reported a quarterly loss of $0.5 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.17, marking an earnings surprise of -194.12% [1] - The company posted revenues of $131.86 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 4.05% and down from $141.67 million year-over-year [2] - Over the last four quarters, Lifetime Brands has surpassed consensus EPS estimates only once [2] Stock Performance - Shares of Lifetime Brands have declined approximately 29.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current Zacks Rank for Lifetime Brands is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $177.77 million, and for the current fiscal year, it is $0.14 on revenues of $664.88 million [7] - The trend of estimate revisions for Lifetime Brands was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Consumer Products - Discretionary industry, to which Lifetime Brands belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]