April micro-cap flashback
In April micro-caps were getting smashed by war, oil and credit stress — but perhaps rising commodity prices could soon force capital back into quality small stocks, setting up a powerful rebound.
Latest
Picks, Shovels and the New Investment Playbook: How to Position for the Decade Ahead
The 1970s saw commodities soar while growth stocks cratered. History rarely repeats — but investors should understand how it rhymes.
How gold mining companies create value: A director’s perspective
You may be familiar with how to evaluate and select gold mining companies. Today you’re going to hear it from a director who has an established track record of creating value. Find out what makes him tick.
The Spy Who Hacked Me
The NSA is now using the world’s most powerful AI to break into foreign governments. Cybersecurity is a more durable theme than you think.
Your Best Ideas Under the Microscope
The first Friday of the month means one thing: viewer stock picks. Charlie and Murray hand over stock selection duties to the audience and work through a huge list of companies spanning copper, gold, lithium, rare earths, graphite, mineral sands, biotech, platinum group metals, drone technology, advanced memory chips, and more.
The Opportunity in Energy’s Record-Low Market Share
Energy is at a historic low in market weighting — but a supply crisis and structural underinvestment may be changing everything.
