Southern Copper Corporation is laying the groundwork for a multi-year copper growth story, even as near-term production shows modest moderation. Southern Copper expects production to steadily build toward 1,084,000 tons by the end of this decade.

The USD/CAD currency pair closed the week under pressure, as it extended the gradual downward trend that began in late 2025. Both currencies struggled to gain momentum, as the continued weakness of the US dollar persisted in the Forex markets.

In this video, I discuss the release of the ISM Manufacturing Index and its expected impact on markets. I also analyze the performance of the S&P 500.

Carvana Co shares declined 5.2% on Friday, closing at $400.25 and underperforming the broader U.S. market as the new year kicked off. The drop came after filings revealed plans an insider to sell small blocks of the stock under SEC Rule 144.

In this video, I discuss my outlook on precious metals, precious metals miners, the AI arms race, the case for a bull market in 2026, and more.

Tesla has been flat over the last two months. But investors are making money by selling short out-of-the-money put options. Over the next month, Tesla put options with exercise prices 6.4% lower than today's price could provide a 3.2% income yield.

Energy was a laggard in 2025, and within that space LNG stocks were especially weak. Macro headwinds hurt LNG. Many analysts are forecasting a supply glut over the next few years as global liquefaction capacity grows, especially in the US.

It's easy to assume that "necessity" refers to a problem that, if solved, helps the entire community. So, when I saw that Waymo's autonomous taxis had shut down, I asked myself what necessity is pushing the deployment of autonomous vehicles forward.

Here is something of a surprise. Friday's market was mixed, with the technology ETF showing weakness while the semiconductor ETF showed strength. It is worth noting that, generally, this kind of out-of-sync trading is considered a negative.