Digging Deep

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

$ITOCF $ITOCY - Itochu: Not Caught Up Yet.

February 05, 2023 / seekingalpha.com

Itochu did not raise its annual profit or dividend forecast in the last earnings report, unlike most of its trading company peers. See why I'm neutral on the stock.Read full newsRead More

$BYD - Boyd Gaming: Momentum Should Continue In First Half.

February 05, 2023 / seekingalpha.com

FanDuel should continue to be a growing contributor to the performance of Boyd Gaming in the future. Click here to see our take on BYD stock.Read full newsRead More

The Stock Market: The Fed Is Bluffing.

February 05, 2023 / seekingalpha.com

Market movements this year indicate that many investors don't believe that the Federal Reserve will really live up to its picture of continued increases in its policy rate.Read full newsRead More

$ICF - ICF: A Low-Yielding Diversified ETF Focusing On The Right REIT Segments.

February 05, 2023 / seekingalpha.com

ICF paid quarterly dividends since its inception and generated low but consistent yield. See why I'd recommend the fund only to long-term growth seeking investors.Read full newsRead More

$SLGC $SLGCW - SomaLogic: Rally Looks Well Supported To Extend.

February 05, 2023 / seekingalpha.com

SomaLogic caught a strong bid in December and the rally has extended into the new year. Click here to read why I would rate SLGC stock as a buy.Read full newsRead More

$EAF - GrafTech: Very Soft Heading Into 2023.

February 05, 2023 / seekingalpha.com

GrafTech sees volume declines, higher costs and lower prices in 2023, creating a very tough setup. Click here to see our take on EAF stock.Read full newsRead More

Wall Street Breakfast: The Week Ahead.

February 05, 2023 / seekingalpha.com

Investors will return next week with a new wildcard in the mix after the January jobs report smashed expectations.Read full newsRead More

$COSM - Cosmos Health: Shareholder-Friendly News Abounds, Stock Still Undervalued.

February 05, 2023 / seekingalpha.com

So far this year, Cosmos has outperformed the growth of major indices, which have also had a strong start to the year. See why I rate COSM stock a strong buy.Read full newsRead More

$META - Meta Platforms: Q4 Earnings Update, Our Approach Now.

February 05, 2023 / seekingalpha.com

Meta announced its Q4 earnings, exceeding expectations on the top line by 1.5%. Click here to read my analysis of META stock and why it's a hold.Read full newsRead More

5 REITs/REs For 4.5%+ Yield With High Upside And BBB+ Ratings.

February 05, 2023 / seekingalpha.com

I've been pushing capital to work in a variety of companies across multiple sectors. Read more to see my 5 top REITs/REs picks.Read full newsRead More

Top 3 Corporate Events To Look For In 2023 (That Aren't Earnings Dates).

February 05, 2023 / seekingalpha.com

We're in the midst of the fourth quarter earnings season and already we're seeing a cautionary setup for 2023 as corporations find ways to cut back.Read full newsRead More

$ARCC - I Just Bought Ares Capital For My Mother's Income Portfolio.

February 05, 2023 / seekingalpha.com

As of the last reporting period, Ares Capital's portfolio had a fair value of approximately $21.3B. Read more to see my thoughts on ARCC stock.Read full newsRead More

$EPD - Enterprise Products Partners: Still My Largest Holding After An Impressive 2022.

February 05, 2023 / seekingalpha.com

Enterprise Products Partners reported earnings for 2022, complete with another distribution hike. See why EPD looks to me like a set it and forget it pick.Read full newsRead More

$MCD - McDonald's: Hard To Argue An Investment Thesis.

February 05, 2023 / seekingalpha.com

McDonald's delivered a solid performance in the December quarter, despite a challenging macroeconomic backdrop. See why I rate MCD stockRead full newsRead More

Multi-Asset 2023 Outlook: Inching Back To Normalization.

February 05, 2023 / seekingalpha.com

With inflation now peaking and labor markets cooling, the environment enables central banks to slow and potentially pause interest-rate hikes.Read full newsRead More

$GOOG $GOOGL - Google: Time For Caution.

February 05, 2023 / seekingalpha.com

Google submitted its Q4'22 earnings on Thursday. Google's advertising revenues actually declined year over year. Click here to see our take on GOOG stock.Read full newsRead More

Ruffer LLP Q4 2022 Investment Review.

February 05, 2023 / seekingalpha.com

My own judgement is that there have been three different root causes of inflation over the centuries, and there is perhaps also a fourth, a variant of two of the others.Read full newsRead More

$DIS - The Walt Disney Company: Magical News Around The Corner.

February 05, 2023 / seekingalpha.com

The management team at Walt Disney is due to report financial results covering the first quarter of its 2023 fiscal year. Find out if DIS stock is a buy.Read full newsRead More

$FOSL $FOSLL - Fossil Group: Declining Market Share And Pressure On Margins.

February 05, 2023 / seekingalpha.com

Fossil Group continues to lose market share in the growing smartwatches market. Click here to read what this means for FOSL stock and investors.Read full newsRead More

$KFRC - Kforce Q4 2022 Earnings Preview: A Decent Play On Business Services.

February 05, 2023 / seekingalpha.com

Kforce has done fairly well to grow both its top and bottom lines in recent years. Click here to read why I would rate KFRC stock as a buy.Read full newsRead More

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