bodnarchuk/iStock via Getty Images The recent bull market in precious metals has been a godsend for gold mining stocks. After years of sub-par performance, gold miners have been one of the best places to be in the equity market over the past year or so. As one of the largest gold mining companies in the world, Newmont Corporation ( NEM ) was in the eye of the storm. NEM's 5-year performance, howev...
bodnarchuk/iStock via Getty Images The recent bull market in precious metals has been a godsend for gold mining stocks. After years of sub-par performance, gold miners have been one of the best places to be in the equity market over the past year or so. As one of the largest gold mining companies in the world, Newmont Corporation ( NEM ) was in the eye of the storm. NEM's 5-year performance, however, still lags behind that of the large-cap gold mining sector as measured by the VanEck Gold Miners ETF ( GDX ). Data by YCharts The reason for this underperformance has been related to idiosyncratic risks specific to NEM, which I outlined in early 2025. Last year, the company began to make some good progress on resolving these issues through a major restructuring. This, in combination with the stock's very conservative valuation last year, has made NEM more attractive even than Agnico Eagle Mines ( AEM )—my long-time favourite in the sector. I outlined my reasoning for this in an article from last April where I showed why NEM has become a better pick than AEM. The odds of AEM continuing to outperform NEM in 2025 are quite low, given the large valuation gap between the two and the dynamic between margins and production growth. I would go as far as to say that Newmont Corporation is, in fact, in a better spot to deliver superior returns in the short term. Source: Seeking Alpha About a year later, this prediction has now become true, with NEM delivering a total return of almost 107%, compared to 79% for AEM. Data by YCharts Following this spectacular performance, gold mining stocks are no longer in the good position that they were a year ago, as precious metal prices are now likely to consolidate , the risk for equities has skyrocketed , and last but not least, energy prices have increased significantly. Tailwinds Fading It is nearly impossible to predict where the price of gold is headed, but the probability of the current bull market continuing on the same trajectory has d...
A ray of hope is finally peaking through the dark clouds that have been lingering over Tesla 's (NASDAQ: TSLA) European business for a while now. Namely, for the first time since December 2024, the European Automobile Manufacturers Association reports a year-over-year increase in the number of new registrations of Tesla-made vehicles. All told, the American company sold 17,664 vehicles in Europe l...
A ray of hope is finally peaking through the dark clouds that have been lingering over Tesla 's (NASDAQ: TSLA) European business for a while now. Namely, for the first time since December 2024, the European Automobile Manufacturers Association reports a year-over-year increase in the number of new registrations of Tesla-made vehicles. All told, the American company sold 17,664 vehicles in Europe last month, up nearly 12% from February 2024. Obviously, all big trends start out as small ones, so this small step could be the first step in a positive direction. Anyone viewing this news as a reason to step into beaten-down Tesla shares, however, might want to hold off at least a little while longer. There's some important context missing from the headline. Yes, Tesla made some much-needed progress in Europe last month. That bar was set rather low, though. Due to a retooling shutdown at multiple production facilities in early 2025, Tesla's sales in Europe plunged 40% year over year in February of last year, to only 16,888 automobiles. Simply having these factories up and running again a year later made a world of positive difference this time around. Look for a similar year-over-year benefit in the March 2026 numbers as well. Continue reading
UAE Will Be Pounded If US Invades, Iranian Officials Warn Via Middle East Eye Tehran believes the United Arab Emirates is playing an active role in the US-Israeli war on Iran and any ground invasion could lead to widespread attacks on Emirati state assets, two senior Iranian sources told Middle East Eye . A month into the conflict, which has battered global markets, Donald Trump is weighing whethe...
UAE Will Be Pounded If US Invades, Iranian Officials Warn Via Middle East Eye Tehran believes the United Arab Emirates is playing an active role in the US-Israeli war on Iran and any ground invasion could lead to widespread attacks on Emirati state assets, two senior Iranian sources told Middle East Eye . A month into the conflict, which has battered global markets, Donald Trump is weighing whether to use ground troops to seize strategic islands in the Strait of Hormuz in an attempt to stop Iran from disrupting energy supplies. Attention has particularly focused on Kharg Island, the hub through which roughly 90 percent of Iran’s oil exports flow, and Qashm Island which overlooks the strait. Such an operation would probably be launched from US bases in Gulf Arab states , which have come under Iranian attack in retaliation for US- Israeli strikes on Iran, which have killed at least 1,900 people so far. Explosion in the Fujairah industrial zone from Iranian attack on UAE on March 3, via AFP. Anti-Iranian sentiment has grown in Arab Gulf states , where retaliatory strikes have hit various targets, including key energy infrastructure. Combative rhetoric has particularly come from the close Israeli ally the UAE, whose ambassador to the US wrote a column in the Wall Street Journal this week saying a ceasefire would not be “enough” and the belligerents should push for a “conclusive outcome” that “addresses Iran’s full range of threats”. The WSJ even reported that some Gulf Arab states were considering joining the US-Israeli attacks on Iran. However, according to a senior Iranian security official, leaders in Tehran now believe the UAE has played an active role in the war from the very beginning. According to the official, the Iranian leadership has “decided to end a weeks-long period of tolerance towards Abu Dhabi, after concluding that the Emirati role went beyond simply hosting US military facilities already hit in Iranian retaliatory attacks ”. The official said: “Irania...
Liudmila Chernetska/iStock via Getty Images The last time I wrote about Rezolute ( RZLT ), it was with a Seeking Alpha article entitled " Rezolute: Phase 3 sunRIZE Data For Ersodetug Warrants Downgrade To Sell Rating ." With respect to this article, I noted that the company had released results from its phase 3 sunRIZE study using its drug ersodetug to treat patients with congenital hyperinsulinis...
Liudmila Chernetska/iStock via Getty Images The last time I wrote about Rezolute ( RZLT ), it was with a Seeking Alpha article entitled " Rezolute: Phase 3 sunRIZE Data For Ersodetug Warrants Downgrade To Sell Rating ." With respect to this article, I noted that the company had released results from its phase 3 sunRIZE study using its drug ersodetug to treat patients with congenital hyperinsulinism [HI]. The bad news was that the primary endpoint of change in the average weekly hypoglycemia events by self-monitored blood glucose [SMBG] was not achieved in a statistically significant manner. The secondary endpoint of this late-stage trial was not met either. With this finding, I downgraded this stock to a "Sell" rating. I believe it is important to maintain a "Sell" rating on this stock for now. The first reason is because even though the company obtained guidance from the FDA to submit additional data from sunRIZE and the open-label extension [OLE] study to potentially move this program of targeting HI patients forward, it still remains a risk. More about this below, but an FDA meeting laid out that the FDA wants to independently review the data and then make a determination of whether or not there is sufficient evidence in place to prove that this drug works. Plus, whether or not it will be allowed to file a marketing application of ersodetug for the treatment of these congenital HI patients. The thing is that such a determination is not expected to happen until the 2nd half of 2026. The second reason is because the phase 3 single-arm, open-label upLIFT study using ersodetug to treat patients with tumor hyperinsulinism [HI] is still expected to release data in the 2nd half of 2026. Even though this study as part of the Expanded Access Program [EAP] showed that 75% of the initial 9 tumor HI patients receiving IV dextrose/total parenteral nutrition [TPN] discontinued treatment, there is no assurance that this will be achieved for the other patients. Lastly, even thou...
CrowdStrike Holdings (NasdaqGS:CRWD) has rolled out a broad set of AI driven upgrades across its Falcon platform, aimed at creating a machine speed, agentic security operations center. The launch includes the AgentWorks Ecosystem, Agentic MDR, and Flex for Services, which give security teams no code tools to build custom agents and automate investigation and response. CrowdStrike also announced de...
CrowdStrike Holdings (NasdaqGS:CRWD) has rolled out a broad set of AI driven upgrades across its Falcon platform, aimed at creating a machine speed, agentic security operations center. The launch includes the AgentWorks Ecosystem, Agentic MDR, and Flex for Services, which give security teams no code tools to build custom agents and automate investigation and response. CrowdStrike also announced deeper partnerships and integrations with IBM, NVIDIA, AWS, OpenAI, Anthropic and others,...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are up +0.38%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are up +0.38%, and June E-mini Nasdaq futures...
Shares of Kratos Defense & Security Solutions (NASDAQ: KTOS) have been on the decline despite investors' focus on military action in the Middle East. The stock continued to slide today, lower by 7.1% at 12:25 p.m. ET. Kratos Defense stock has now dropped by more than 22% over just the past month. A company insider just sold shares, but that doesn't explain the overall negativity. Image source: The...
Shares of Kratos Defense & Security Solutions (NASDAQ: KTOS) have been on the decline despite investors' focus on military action in the Middle East. The stock continued to slide today, lower by 7.1% at 12:25 p.m. ET. Kratos Defense stock has now dropped by more than 22% over just the past month. A company insider just sold shares, but that doesn't explain the overall negativity. Image source: The Motley Fool. Continue reading
DKosig/iStock via Getty Images By Ryan J. Puplava Executive Summary Recent market weakness can be traced back to a single catalyst: the rise in oil prices following escalating tensions with Iran. Higher energy prices are feeding inflation concerns, which has led markets to scale back expectations for Federal Reserve rate cuts. That shift has pushed interest rates higher and placed pressure on stoc...
DKosig/iStock via Getty Images By Ryan J. Puplava Executive Summary Recent market weakness can be traced back to a single catalyst: the rise in oil prices following escalating tensions with Iran. Higher energy prices are feeding inflation concerns, which has led markets to scale back expectations for Federal Reserve rate cuts. That shift has pushed interest rates higher and placed pressure on stocks. Beneath the surface, fewer companies are participating in the market, and volatility is rising, suggesting the adjustment process is still unfolding. Theme 1: The Catalyst – Energy Is Driving the Change The starting point for understanding the current market environment is energy. Oil prices have moved sharply higher following the escalation of the Iran conflict and ongoing disruptions tied to the Strait of Hormuz. This region is one of the most important energy chokepoints in the world , and even the threat of disruption can significantly impact supply expectations. Source: StockCharts, Ryan Puplava, CMT® CTS™ CES™ What makes this important is not just the price of oil itself, but how it flows through the broader economy. Higher energy prices affect: Transportation and production costs Consumer spending through higher fuel expenses Corporate margins across multiple industries In other words, energy acts as a foundational input. Goldman Sachs earlier in March had said every 10% rise in oil raises the Consumer Price Index by 0.2% . When oil rises quickly, it tends to ripple through the entire system. There is also a broader structural layer worth understanding. The global financial system has long been tied to energy flows, with oil transactions reinforcing demand for U.S. dollars and supporting capital flows into U.S. markets. When energy markets become unstable, it can affect not just inflation, but also how capital moves globally. Why This Matters : This is not simply a commodity move. It is an inflation impulse originating from energy, and it sets off a chain reactio...
Meta stock has tumbled 11% over the past five days as soaring AI spending and mounting legal risks rattle investors. Is this a buy-the-dip opportunity or a warning sign?
Meta stock has tumbled 11% over the past five days as soaring AI spending and mounting legal risks rattle investors. Is this a buy-the-dip opportunity or a warning sign?