Author: Ricki Lee
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Markets in Motion: sentiment resets as rotation picks up
Sentiment cools as new leadership starts to emerge In this week’s Markets in Motion, Bruce Campbell highlights how sentiment has dropped following geopolitical tension in Iran, while fund manager cash levels have climbed back into a more neutral range. That matters because extremely low cash levels had previously signalled that markets were vulnerable to a…
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Markets in Motion: oil plunges as markets react to geopolitical shift
Markets react sharply to geopolitics as trends shift beneath the surface In this week’s Markets in Motion, Bruce Campbell highlights how a sudden ceasefire announcement triggered immediate volatility across commodities. Oil prices dropped sharply on the news, while gold and silver — which had been under pressure — rebounded strongly, underscoring how quickly market narratives…
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The Market this Month | Oil Spikes, Mining Slips, and Market Signals
March markets shaped by oil volatility, metals and shifting sentiment Markets in March have been driven by sharp moves in oil, continued volatility across commodities, and early warning signals beginning to appear in broader equity markets. In this episode of Markets This Month, Anna Serin and Bruce Campbell break down what recent price action in…
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Markets in Motion: gold sentiment hits extremes as energy sets up
Key Takeaways Gold weakness may be signalling a turning point Markets remain volatile as geopolitical tensions continue to drive sharp moves across commodities, particularly gold and silver. In this week’s Markets in Motion, Bruce Campbell highlights a notable shift in gold sentiment, with multiple indicators approaching levels that have historically aligned with market bottoms. Data…
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Markets in Motion: Energy sector strength builds on fund inflows
In this week’s Markets in Motion, Bruce Campbell turns his attention to the energy sector, highlighting continued leadership across both U.S. and Canadian large-cap names. Using relative rotation analysis, Bruce notes that several of the largest holdings in the Energy Select Sector SPDR ETF (ARCA:XLE) are positioned firmly in the leading quadrant — meaning they…
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Markets in Motion: Gold volatility spike and market rotation
In this week’s Markets in Motion, Bruce Campbell zeroes in on a sharp spike in gold volatility, with the Gold Volatility Index (GVZ) briefly pushing above 30 — a level rarely seen in recent history. Silver volatility also surged past 100, highlighting significant short-term market turbulence across precious metals. While volatility has since eased, Bruce…
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How Specificity’s Growth Strategy Will Unfold
Ricki: Hello, I’m Ricki Lee, and today on the Capital Compass, we are taking a closer look at specificity (USOTC:SPTY). An ad tech company focused on improving digital advertising performance by eliminating fraud bot traffic and wasted spend challenges that continue to weigh on marketers and brands globally. The company has recently announced a series…
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Markets in Motion: Weaker dollar fuels commodity and small-cap rotation
In this week’s Markets in Motion, Bruce Campbell breaks down what a weakening U.S. dollar could mean for commodities, small-cap stocks, and broader market leadership. Drawing comparisons to the historical Plaza Accord, Bruce explains how renewed discussion around a so-called “Mar-a-Lago Accord” has coincided with a noticeable decline in the U.S. dollar — a move that…
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A waste-to-fuel development focused on producing low-carbon renewable fuels
In this episode of the Capital Compass, we get an update from Cielo Waste Solutions (TSXV:CMC) (USOTC:CWSFF), which is progressing its clean fuel strategy in northern British Columbia through Project Nexus, a waste to fuel development focused on producing low carbon renewable fuels. Since our last conversation in October, Cielo has confirmed its target location in…
