At the Rule Symposium on Natural Resource Investing in Boca Raton, attendees and holidaymakers experienced an early morning fire alarm. The disruption lingered in the hotel residents’ red-shot eyes throughout the day, but the inconvenience was somewhat mitigated by a US$50 room credit for everyone impacted.
Similarly, markets were caught off guard by the US administration's latest tariff announcements on various commodities and countries. I don't anticipate investors being compensated for this disruption.
In the Weekly Market Digest, PGEs and silver outperformed gold and base metals last week. The gold price was constrained by a stronger USD.
The Exploration Insights portfolio outperformed the benchmark precious and base metal equity ETFs, led by a grassroots copper explorer in the Yukon, a Top Pick silver-gold developer in northwest Argentina, and another silver-gold developer operating in southern Chile.
In The Rant, this round of Top Pick adjustments reflects strong share price performance since being upgraded and shifting sector thematics.
In Stock Talk, I cover exploration updates from a grassroots copper explorer in Peru and a gold-antimony explorer in northern Quebec.
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