Category: Analysis & Opinion
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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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Critical Minerals: The New Global Resource War
Critical mineral demand is predicted to grow 500% by 2050, turning a market already worth hundreds of billions into a multi-trillion-dollar industry — the supply crunch is speculated to create a massive investment opportunity of the next industrial era. Episode Two of the Innovation Report takes viewers deep inside the growing battle for critical minerals…
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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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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…