Author: Ricki Lee
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Markets in Motion: volatility spikes as investors brace for major IPO
Market volatility rises as traders reposition Investors are navigating a week marked by heightened volatility, shifting market leadership and anticipation around one of the largest IPOs ever brought to market. In this week’s Markets in Motion, Bruce Campbell highlights a sharp increase in volatility, driven in part by weakness in semiconductor stocks and broader repositioning across…
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A tech-enabled acquiror of small and medium-sized enterprises (SMEs)
Millions of small business owners are approaching retirement, yet most have no clear succession plan. What if these businesses were acquired and what happens to the employees when the founder steps away? Today we’re looking at a company aiming to solve just that problem at scale through technology, acquisitions and employee ownership. I’m joined by…
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A gold developer moves to actively preparing for production
What does it look like when a gold developer moves from talking about potential — to actively preparing for production? Hello, I’m Ricki Lee, and this is The Capital Compass. Today we’re checking back in with Vista Gold (AMEX:VGZ) (TSX:VGZ), a company advancing its flagship Mt Todd Gold Project in Australia’s Northern Territory. Earlier this…
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Markets in Motion: Manufacturing strength fuels market momentum
Economic strength emerges where investors least expected it Consumer sentiment remains near historic lows, yet markets continue to push higher — a disconnect that has left many investors scratching their heads. In this week’s Markets in Motion, Bruce Campbell points to a key factor helping explain the divergence: manufacturing. Recent data shows manufacturing activity reaching…
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Markets in Motion: tech earnings challenge valuation fears
Strong tech earnings continue to drive market leadership Technology continues to dominate market leadership in 2026, and according to Bruce Campbell, the earnings data may justify much of the enthusiasm. In this week’s Markets in Motion, Campbell highlights how both technology and energy have emerged as the top-performing sectors year-to-date. While concerns around valuation remain common,…
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Capital Formation, Commodity Cycles & AI Market Growth
In this May 2026 edition of Market This Month, Anna Serin and Bruce Campbell discuss the sharp rebound in global markets following March volatility and examine the sectors currently driving investor momentum. The conversation covers the continued strength of the technology sector, renewed interest in commodities including gold, silver, lithium, rare earths, and energy, and…
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Mobix Labs to Acquire U.S. Rare Earth and Critical Minerals Company
What happens when a defense aerospace technology company moves directly into the rare earths and critical mineral supply chain? Today we’re looking at Mobix Labs, a NASDAQ (MOBX) listed company built around advanced connectivity, aerospace and defense technologies, and its planned acquisition of Special Project Delivery. I’m Ricki Lee and joining me on this episode…
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U.S. Tungsten Growth Story Backed by Strategic Nevada Assets
Could tungsten become one of the next major pressure points in the US critical mineral supply chain? Hello, I’m Ricki Lee and this is the Capital Compass. Today we are looking at Guardian Metal Resources (LSE:GMET) (USOTC:GMTLF (AMEX:GMTL), a Nevada focused critical minerals company, building a US tungsten growth story at a time when supply…
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U.S. Energy Corp Locks in Helium Cash Flow with 5-Year Offtake Agreement
U.S. Energy Corp (NASDAQ:USEG) has secured a five-year helium offtake agreement with an investment-grade counterparty, marking a major step toward predictable, long-term cash flow. This milestone, alongside recently secured funding, positions the company’s Big Sky Carbon Hub as a transitioning asset—from development stage to a contracted industrial gas platform with clear visibility on revenue and…
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One of the biggest opportunities in strategic minerals most investors don’t know about
What if one of the biggest opportunities in critical minerals isn’t lithium, copper, or uranium — but a metal most investors still barely talk about? Scandium is used to strengthen aluminum alloys, with potential applications across transportation, aerospace, and other industries where lighter, stronger materials can make a real difference. And while global supply today…