aprott/iStock via Getty Images As I said previously , I focus on multi-year investment themes rather than short-term swing trades. A longer time horizon lets me better understand the business model, see how management handles tough times, and watch the market gradually catch up to the company’s intrinsic value. That longer runway also gives me room to reexamine my investment thesis and correct mis...
aprott/iStock via Getty Images As I said previously , I focus on multi-year investment themes rather than short-term swing trades. A longer time horizon lets me better understand the business model, see how management handles tough times, and watch the market gradually catch up to the company’s intrinsic value. That longer runway also gives me room to reexamine my investment thesis and correct mistakes along the way. Rare earth elements, or REEs, have been a long-term investment theme I have followed and invested in since 2020 . At the time, I believed REE mining would become an important part of the commodity super-cycle. What I did not anticipate was how hot the sector would become—or that it would eventually attain meme-stock status. Fig. 1. China attained dominance in the processing of critical minerals, especially REEs, in the 1990s, and has wielded the REE stick three times over the past 15 years (Statista; Jaireth, Hoatson & Miezitis; MacroMicro) More recently, U.S.-China relations have had an outsized impact on how the market views the REE investment theme. China controls more than 60% of global REE upstream mining, 90% of refining and separation capacity, and 94% of downstream permanent magnet manufacturing (Figure 1). With China holding the REE chokepoint, REE mining stocks swung wildly ahead of—and following—the Trump-Xi summits in October 2025 and May 2026. In addition, because our investment approach at The Natural Resources Hub, as outlined in the 2021 and 2022 Seeking Alpha interviews, requires the presence of a structural bull market, it is important to determine whether the REE sector is indeed in one. Below, I examine the structural drivers behind the current REE cycle and discuss how investors may navigate the geopolitical uncertainty and price volatility surrounding the sector as they attempt to profit from it. China wields the REE stick Rare earths are not an isolated case of Chinese monopoly; they are part of China’s broader dominance across nu...
Snowflake Inc. (NYSE:SNOW) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer noted the company’s AI journey, as he remarked: Let’s dive into how Snowflake dazzled so brightly just all session. How did it do it? […]
Snowflake Inc. (NYSE:SNOW) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer noted the company’s AI journey, as he remarked: Let’s dive into how Snowflake dazzled so brightly just all session. How did it do it? […]
Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]
Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]
Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]
Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]
Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. When a caller inquired about the stock, Cramer said: Okay, right now, other companies are shining so brightly that they’re taking away the sheen […]
Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. When a caller inquired about the stock, Cramer said: Okay, right now, other companies are shining so brightly that they’re taking away the sheen […]
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Friday, Autodesk's Director, Stacy J. Smith, made a $794,054 purchase of ADSK, b
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Friday, Autodesk's Director, Stacy J. Smith, made a $794,054 purchase of ADSK, b
bodnarchuk/iStock via Getty Images Northern Star Resources ( NESRF ) down 5.3% in Monday's trading after the Australian Financial Review reported that Elliott Management has taken a ~A$1B stake in the mining company, snapping up ~4% of outstanding shares in the activist hedge fund's most significant investment in an Australian-listed company since its campaign against BHP in 2017. Based on its his...
bodnarchuk/iStock via Getty Images Northern Star Resources ( NESRF ) down 5.3% in Monday's trading after the Australian Financial Review reported that Elliott Management has taken a ~A$1B stake in the mining company, snapping up ~4% of outstanding shares in the activist hedge fund's most significant investment in an Australian-listed company since its campaign against BHP in 2017. Based on its history of activist campaigns, Elliott likely will push for a board refresh at Northern Star ( NESRF ), including a faster appointment of a permanent CEO, AFR reported, adding that beyond personnel changes, the hedge fund is expected to advocate for a comprehensive review of Northern Star's corporate strategy. Northern Star ( NESRF ) has shed ~A$17B in market capitalization over the past year or so, highlighted by a reduction in its FY 2026 production guidance and CEO Stuart Tonkin's resignation . The appointment of a new CEO will effectively determine whether Northern Star ( NESRF ) charts a new strategic course or tries to stay the existing one, AFR said; Elliott will almost certainly want a say in that decision, and the speed and quality of the appointment will signal how cooperative or combative the relationship will be. More on Northern Star Resources Northern Star: CEO Exit Creates A High-Potential Turnaround Opportunity Northern Star Resources: A Quality Gold Miner Trading At Conservative Prices Northern Star Resources Q3 2026 Earnings Call Transcript
Biotech is starting to sound less like medicine and more like software, and SpaceX and Tesla CEO Elon Musk thinks that shift could become one of the biggest technological opportunities ahead. "There's probably a lot of opportunity in synthetic medicine....
Biotech is starting to sound less like medicine and more like software, and SpaceX and Tesla CEO Elon Musk thinks that shift could become one of the biggest technological opportunities ahead. "There's probably a lot of opportunity in synthetic medicine....
Smile/DigitalVision via Getty Images Consumer staples stocks are showing improving earnings momentum as analysts raise profit expectations across several food, beverage, agricultural, and retail-focused companies. Strong EPS revision trends are often viewed as a positive signal for investors because upward earnings estimate revisions can reflect resilient consumer demand, improving pricing conditi...
Smile/DigitalVision via Getty Images Consumer staples stocks are showing improving earnings momentum as analysts raise profit expectations across several food, beverage, agricultural, and retail-focused companies. Strong EPS revision trends are often viewed as a positive signal for investors because upward earnings estimate revisions can reflect resilient consumer demand, improving pricing conditions, and stronger operating performance. Seeking Alpha’s EPS Revision Quant Grades rank stocks based on changes in analysts’ earnings estimates using a grading scale that ranges from F to A+. The latest consumer staples sector screen highlights companies spanning a broad range of industries, including agricultural commodities, packaged foods, beverages, grocery distribution, pet products, and big-box retail. Leading the list is Archer-Daniels-Midland ( ADM ), which earned the highest possible A+ EPS Revision Grade. The Andersons ( ANDE ) and Brown-Forman ( BF.B ) also rank near the top with A+ grades, representing the agricultural and alcoholic beverage industries, respectively. Darling Ingredients ( DAR ) and United Natural Foods ( UNFI ) round out the top five, with all five companies carrying A+ EPS Revision Grades. The strong representation across food processing, ingredients, and distribution businesses highlights broad-based improvements in earnings expectations within the staples sector. Several additional consumer staples companies earned strong A EPS Revision Grades, including Bunge Global ( BG ), Central Garden & Pet ( CENT ), The Vita Coco Company ( COCO ), Smithfield Foods ( SFD ), and Target ( TGT ). The list reflects a mix of defensive consumer names and commodity-linked businesses benefiting from improving analyst sentiment. Seeking Alpha’s Quant system evaluates stocks using multiple factors including valuation, growth, profitability, momentum, and earnings revisions. EPS revision grades specifically track changes in analysts’ earnings expectations over time...
Micron (NASDAQ: MU) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company. Stock prices used were the market prices of May 21, 2026. The video was published on May...
Micron (NASDAQ: MU) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company. Stock prices used were the market prices of May 21, 2026. The video was published on May 28, 2026. Continue reading
shells1/E+ via Getty Images Summary Fourteen months ago, I wrote my initial article on Mako Mining Corp. ( MAKO ) ( MKO:CA ) and called the company a deeply undervalued single-operational mine gold producer trading at roughly 8x trailing P/E at a $2,900/oz gold price. The stock then traded at $2.70. As of writing, it trades above $8, a ~2x return in US dollar terms, and the company has been transf...
shells1/E+ via Getty Images Summary Fourteen months ago, I wrote my initial article on Mako Mining Corp. ( MAKO ) ( MKO:CA ) and called the company a deeply undervalued single-operational mine gold producer trading at roughly 8x trailing P/E at a $2,900/oz gold price. The stock then traded at $2.70. As of writing, it trades above $8, a ~2x return in US dollar terms, and the company has been transformed from a Nicaragua-focused junior miner into a four-asset (two producing, one under construction, and one in the permitting process), multi-jurisdictional gold platform, debt-free with $93 million in cash. Yet, I believe the re-rating is far from over. This article presents a fresh 250,000-simulation Monte Carlo model, incorporating stochastic gold prices, full Life-of-Mine (LOM) depletion logic, development capex uncertainty, and a correctly modeled two-tranche Sailfish stream structure. The model returns a P50 (median) fair value of USD 17.36/share (CAD ~23.9), approximately 110% above the current trading price of around $8.11. Even the deep-bear P10 scenario returns $10.14, which is still 25% above today's price. The Gold Market: A Structural Break, Not a Cycle A lot has changed since I first published this thesis. Gold went on a historic run in 2025, printing 53 separate all-time highs and posting its best annual return in over four decades, up around 40% during the past year. January 2026 brought another milestone: spot gold crossed $5,000/oz for the first time in history. Today, with gold trading around $4,500/oz, the metal sits nearly 55% above the $2,900 base case used in the original valuation, providing a clear tailwind that was in the thesis but is undeniable now (Figure 1). Figure 1: Gold Nominal vs. Real (Q2 2026 USD) prices, during the last 40 years (Q1 1986 – Q2 2026). Geopolitical catalysts are annotated. Gold's current real price materially exceeds the 2011 peak. (LBMA BLS) This rally has three reasons, and none of them is cooling off. The first is cent...
One of the biggest fears retirees commonly face is running out of money. After decades of saving and investing, the last thing anyone wants is to watch their retirement savings shrink before their eyes. That's why it's important to have a well-thought-out withdrawal strategy. But the strategy a lot of retirees use to manage their savings misses the mark on one key point. And if you stick to a comm...
One of the biggest fears retirees commonly face is running out of money. After decades of saving and investing, the last thing anyone wants is to watch their retirement savings shrink before their eyes. That's why it's important to have a well-thought-out withdrawal strategy. But the strategy a lot of retirees use to manage their savings misses the mark on one key point. And if you stick to a common rule, you may be at a greater risk of depleting your nest egg in your lifetime. Image source: Getty Images. Continue reading