Market Talk
Inflation remains sticky and tariffs add uncertainty, while the Fed is signaling concern about rising unemployment. That mix makes rate cuts likely, even as growth softens — the kind of backdrop that often fuels stagflation worries. In that environment, hard assets shine. Gold tends to outperform when inflation runs hot and stocks stumble, while silver, its high-beta cousin, often delivers sharper moves once the bid arrives.
On the equity side, gold and silver miners are still front and center — Kinross Gold (KGC) and Hecla Mining (HL) (scroll back to prior posts). Both have strengths in a world of growing demand, and both are benefiting from renewed interest in hard-asset exposure.
Stock Talk
KGC and HL remain core mining names, but other materials deserve a look. Ramaco Resources (METCB) ties into the Brook Mine rare earths potential, (with a maybe some of the more volatile METC) while its high dividend preferred (METCI) pays investors to wait.
Meanwhile, in tech, Lam Research (LRCX), HPE, and Intel (INTC) all sit at the crossroads of semiconductors and AI build-outs — a sector still volatile but where equipment and infrastructure names have room to run as data-center demand expands.
Russian drones over Poland and now Romania are making the kinds of advanced systems that KTOS is developing here in the US more visible by those who pay attention.
Some Spec Stocks of Note:
Oncolytics Biotech (ONCY) has gained fresh visibility from the KRAS MSS update and growing awareness of the Trinity approach — the potential of Pela as the third leg alongside checkpoint inhibitors and targeted ADCs. Still, the near trading action looks deal-dependent, with a partner or buyout likely needed to escape the “old ways” of biotech drift.
What can’t be overlooked is that KRAS mutant MSS cancers span across many tumor types. Abnormal cell multiplication in KRAS cancers has long been one of the hardest challenges in oncology. That makes it difficult for Big Pharma to ignore.
A deal to bring Pelareorep into their fold — alongside checkpoint inhibitors and ADCs — seems very possible. Whether that happens soon may hinge both on escaping the old patterns that weigh down small-cap biotech and on the new CEO’s mission-driven push to get a deal done.
Opendoor (OPEN), while risky and shorted, has shown how new management with bold ideas — and lower rates — can spark both investors and meme-style bursts. A theme that could persist if the Fed eases further.
And as a footnote — Equator Beverage Company (MOJO) stock. Thinly traded, under-a-buck OTC issue tied to a no-frills, refreshing coconut water drink. They’ve reported positive earnings and even bought back stock. We keep a case or two here (and just a few shares) simply because we like it.
Spec stocks are viewed here as “maybe some or none” — not too much, just enough to keep it fun. Keep an eye on all your stocks, invest and trade according to your own game plan and appetite for risk, and always stay aware.
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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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