Category: Analysis & Opinion

  • The Market this Month | Oil Spikes, Mining Slips, and Market Signals

    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…

  • Markets in Motion: gold sentiment hits extremes as energy sets up

    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…

  • A strategically important mineral playing a critical role in clean energy technologies

    A strategically important mineral playing a critical role in clean energy technologies

    Hello, I’m Ricki Lee, and this is The Capital Compass. Today we’re looking at Boron One (USOTC:ERVFF) (TSXV:BONE), a company focused on what many consider one of the most strategically important, and often overlooked, industrial minerals in the world: boron. Boron plays a critical role across clean energy technologies, including electric vehicles, solar panels, and…

  • Markets in Motion: Gold volatility spike and market rotation

    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…

  • Silver Miners and Investors Find Promise in Mining-Friendly, Underdeveloped Bolivia

    Silver Miners and Investors Find Promise in Mining-Friendly, Underdeveloped Bolivia

    As the world’s need for electronic devices and renewable energy accelerates, silver is hitting record highs in demand and pricing, and the surge shows no signs of easing. This article is disseminated on behalf of New Pacific Metals Corp. It is intended to inform investors and should not be taken as a recommendation or financial…

  • How Specificity’s Growth Strategy Will Unfold

    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…

  • Markets in Motion: Weaker dollar fuels commodity and small-cap rotation

    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…

  • NEO Battery Materials positions itself for the battery revolution

    NEO Battery Materials positions itself for the battery revolution

    By: Stefan Feulner, Apaton Artificial intelligence, autonomous systems, drones, and robotics are causing global energy demand to skyrocket. But this is precisely where the weak point of digitalization becomes apparent. Conventional lithium-ion batteries are reaching their physical limits in terms of charging time, energy density, and cost. NEO Battery plans to break through this bottleneck.…

  • Markets in Motion: Sentiment lows and market strength

    Markets in Motion: Sentiment lows and market strength

    In this week’s episode of Markets in Motion, Bruce Campbell breaks down a market that continues to show strength — even as consumer sentiment sits near levels historically associated with recessions. Bruce explains why deeply negative sentiment can act as a contrarian signal, often pointing to stronger markets ahead. He takes a closer look at…

  • Markets in Motion: Following the green lights into the new year

    Markets in Motion: Following the green lights into the new year

    Markets in Motion Top Down View As the New Year begins Markets in Motion, Bruce Campbell takes a top-down look at market conditions using a dashboard of short, intermediate, long-term and early warning indicators.  While the short-term indicators remain noisy and carry less weight, the intermediate, long term indicators are decisively positive. Notably, the early warning indicator-…