Category: Analysis & Opinion
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Markets in Motion: record highs raise valuation concerns
Strong markets, but are valuations flashing warning signs? In this week’s Markets in Motion, Bruce Campbell highlights the CAPE ratio, a long-term valuation metric that compares price to earnings. Currently sitting around 38, well above the historical average of 17, it suggests markets are trading at elevated levels. Historically, periods like this have been followed…
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From Global Tensions to Canadian Strength: Volatility, Commodities & Capital
Markets have remained volatile through April, driven by geopolitical tensions in the Middle East and rapid shifts in investor sentiment. In this episode of The Market This Month, Anna Serin and Bruce Campbell break down the recent market swings, the divergence between oil and metals, and why Canadian markets — particularly small and mid-caps —…
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The Uranium Renaissance: Cameco, Rio Tinto, and the Hidden Gem Stallion Uranium
Cameco: Integrated Market Leader Cameco is considered the backbone of the Western uranium supply. For years, the company has benefited from mines such as McArthur River and Cigar Lake in the Athabasca Basin. These offer high grades and thus attractive margins. The numbers speak for themselves: an adjusted EBITDA of approximately USD 1.4 billion for…
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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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Laser Photonics: Disrupting Traditional Material Processing
Ricki: Hello, I’m Ricki Lee, and this is the Capital Compass. Today we’re speaking with Laser Photonics (NASDAQ:LASE) in NASDAQ Listed company operating in high growth industrial markets with proprietary laser technologies that are disrupting traditional material processing methods from laser marking systems to precision industrial applications. The company is expanding across multiple verticals, securing…
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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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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…
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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…