Category: Analysis & Opinion
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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…
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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…
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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…