Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
518 Views
Wheaton Precious Metals - Executive interview
Wheaton Precious Metals was founded in 2004. The company’s vision is to be the world’s premier precious metals investment vehicle. The streaming...
929 Views
Wheaton Precious Metals - Q3 results and update
Despite relatively conservative precious metals price assumptions, underlying earnings for Q3 were within US$2.0m, or 2.7%, of our forecasts. Both...
712 Views
S&P 500 Consolidating Despite Negative Signals
We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here --...
415 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
420 Views