GOLD and SILVER in the Spotlight and :STAY TUNED for a Special ALERT Report on yet another early opp - coming soon !

  

Market Talk 

Inflation is proving sticky and new tariffs add uncertainty, while the Fed has also signaled concern about rising unemployment. That mix makes it likely the Fed will reduce interest rates, even as growth softens — the kind of backdrop that carries the early signs of stagflation. In that environment, hard assets shine. Gold historically outperforms when inflation runs hot and stocks stumble, while silver, the high-beta cousin, delivers bigger swings once the bid shows up.

Stock Talk

Now add in AI. As noted in our previous post, the new AI data centers are electricity hogs, and to keep regulators happy they’re being paired with massive solar farms. Every solar panel uses silver paste hardened into grid lines and contacts — and silver is the most conductive metal of all. Each gigawatt of solar consumes about 750,000 ounces of silver. Meta’s Louisiana project alone adds over 1M ounces a year, nearly 1% of global demand from a single site. Scale that across the global AI build-out and silver has a structural new tailwind just as stagflation pressure builds.

Two stocks stand out. Hecla (HL) is the largest U.S. silver producer, with low costs thanks to gold, zinc, and lead by-products. Every $5 move in silver flows straight into EPS, and at $45–50 silver HL could top $1/share versus pennies a year ago. Kinross (KGC) is a gold cash-flow machine, with all-in costs near $1,300–1,400/oz. Every $100 rise in gold feeds directly into profits, and if gold grinds toward $3,700–4,000/oz, KGC looks cheap relative to peers.

BOTTOM LINE: With the Fed likely to cut rates into sticky inflation, gold and silver look set to regain the spotlight. HL is the silver lever, KGC the gold engine — both undervalued if this setup plays out.

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Special Alert  

The Jones Report has a new opportunity "of some" being described on the drafting table with the potential for BIG impact. Sometimes the next big wave isn’t obvious until the pieces line up. As soon as the ink is dry, you’ll read it here first. Coming soon — don’t miss it.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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