Video: CRU Analyst Warns Gold Mining Could Hit a Cliff Post-2025
“This will be the most gold we’ve ever mined in a single year, ever,” Blagden said. The decline marks a turning point for an industry facing dwindling reserves, geopolitical risks, and few new projects. Despite high profitability from strong gold prices, experts warn that without fresh investments, production could drop sharply, tightening supply and reshaping […]
Fidelity’s Jurrien Timmer Discusses the Future of the Stock Market
It’s been a banner year for stocks, and one veteran analyst thinks the outlook is also good for 2025. The Morningstar US Market Index has returned more than 28% in 2024 and is up 75% since bottoming out in October 2022. Jurrien Timmer, director of global macro at Fidelity Investments and a 30-year veteran of […]
The Opportunities and Risks of Active ETFs in Innovation Stocks
Few words in the investment world are as seductive—or as overused—as “innovation.” But asset managers hope it can help staunch the relentless outflows from their stock-picking mutual funds and have launched dozens of innovation-themed active exchange-traded funds in recent years. These funds promise exposure to businesses that could reshape industries, out-innovate incumbents, and profit from […]
Three Top American Companies to Invest in for 2025 and Beyond
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Morningstar recently published its updated list of the Best Companies to Own for 2025. What qualities must a company have to make the list? For starters, we’re looking for companies that have significant competitive advantages that will allow them to thrive over decades. We’re also looking for businesses […]
Foran Secures Conditional Approval for $14M Government Funding for McIlvenna Bay Infrastructure Project
“In its drive to produce copper without polluting more, Foran’s project will help reinforce Canada’s position as a global supplier of choice for clean technology, clean energy and the resources the world needs to build a prosperous economy,” stated Jonathan Wilkinson, Minister of Energy and Natural Resources, in a press release. Pending final due diligence and […]
3 US ETFs Packed with Wide-Moat Stocks
Ryan Jackson: Some of the best stocks are the ones that stay one step ahead of their rivals. The Morningstar Economic Moat Rating measures that trait by evaluating the strength and durability of companies’ competitive advantages. An edge that should last 20 years merits a wide moat rating; a 10-year advantage garners a narrow moat; […]
Top 10 Blue-Chip Stocks for Long-Term Investment
Investors often hold blue-chip stocks at the core of their portfolios. That makes sense. After all, blue-chip companies are leaders in their industries. Their names are familiar to investors. Blue-chip stocks are from companies that are large, well-established, and financially sound. These companies have strong brand names and reputations, and they generate dependable earnings. Blue-chip […]
Novo Nordisk: Stock Appears Reasonably Priced Following…
Novo Nordisk NVO disclosed top-line data from the phase 3 Redefine 1 study showing 20.4% placebo-adjusted weight loss for obesity drug candidate CagriSema after 68 weeks of treatment among patients who adhered to treatment. Why it matters: Shares plunged roughly 20% on Dec. 20 as investors digested the news, which is a disappointment relative to […]
The Most Compelling Investment Opportunities in Oil
Weak demand globally, along with the potential impact of the incoming Trump administration, has caused yet another delay in unwinding OPEC’s production cuts. Now, instead of unwinding over 2025, OPEC is telegraphing a much longer period, from April 2025 through 2026. This addresses the core problem with OPEC’s prior strategy: Markets didn’t believe global economic […]
Fed Evaluates Gold’s Upsurge – MINING.COM
During that 12.9-month span, the combined holdings of the mighty GLD and IAU gold ETFs unbelievably slumped 0.4%! Big global demand catapulted gold higher while Americans ignored it, led by Chinese investors, central banks, and Indian jewelry buyers. Despite gold pulling back since the elections, this monster upleg remains alive and well. Amazingly it has […]