Jim Jubak’s latest article headlines the yield on 10-year Treasuries and wonders how much lower this yield can go, and thinks it could be another 25 basis points, i.e., down to around 1.75%. This matches a prediction made by JP Morgan.
The full Jubak’s Picks article can be accessed by clicking HERE
At PDAC 2025’s Investment Leaders Forum, panelists discussed key strategies for investing in small-cap mining companies. Moderator Kai Hoffmann led a conversation with Robert Cohen of Scotia Global Asset Management and Willem Middelkoop of the Commodity Discovery Fund. They emphasized the importance of technical expertise, geopolitical awareness, and strategic risk management. Topics included emerging discoveries in gold, copper, and uranium, as well as the role of critical metals like antimony. With M&A activity increasing and geopolitical shifts impacting the sector, investors must remain adaptable. Their bottom-up approach focuses on exceptional discoveries and long-term value creation in the resource industry. [more]
With higher commodity prices, mining deals and M&A remained strong this summer with some of the larger deals earmarked to get companies closer to production. [more]
eResearch is pleased to provide a technical opinion on the market from Chris Kimble of Kimble Charting Solutions. Today’s article is an update on the gold/silver ratio that was written about on July 15. [more]
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