Since taking office over 70 days ago, the US administration has been busy issuing Executive Orders. Among these, it has tackled “high priority” initiatives like eliminating the burden of paper straws. Last week, it introduced a more significant directive seeking to maximize domestic mineral production. 

In the Weekly Market Digest, I highlight the US administration’s plans to unveil major tariff changes on the day after April Fools, dubbed ‘Liberation Day’. As these tariffs are expected to increase price pressures further, there is a surge of ‘Extreme Fear’ in the US market sentiment.

Last week, the Exploration Insights Portfolio significantly outperformed both the precious and base metal equity ETFs led by a PGM-nickel developer and a grassroots copper explorer, along with several companies that reached new 52-week highs.

In The Rant, I showcase portfolio companies that could gain from one of the latest US executive orders, which aims to boost mineral production on public lands. 

In Stock Talk, a grassroots gold explorer in Finland confirms a positive joint venture with a private exploration company. A grassroots copper explorer in Peru expands the prospectivity of a porphyry copper-gold target, while a grassroots gold explorer in Nevada generates follow-up targets based on drilling. 

We will not publish a newsletter next Sunday, March 30, as we are taking a break. The next issue will be published on April 5 while I am on a site visit in Southeast Asia.