Rick Rule, President and CEO, Rule Investment Media
Focus: Natural resource stocks
Top Picks: Dundee Corp, International Petroleum, Sprott
MARKET OUTLOOK:
Near term precious metals, and to a lesser extent mineral commodities markets will be heavily influenced by U.S. interest rates. The market appears to be asserting some control in long dated treasury rates, strengthening the U.S. dollar (US$) and weakening other currencies, and commodities.
Recent attempts by the treasury, and others to moderate the climb in interest rates have in turn lessened the attractiveness of long debt, and increased the attractiveness of precious metals, and mineral commodities.
The U.S. fiscal situation suggests that fiscal policy will need to be more aggressive if the U.S. government wants to artificially depress U.S. rates.
If this occurs, which I believe it will, precious metals will benefit.
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TOP PICKS:
Dundee Corp (DC.A TSX)
International Petroleum (IPCO TSX)
Sprott (SII TSX)
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| DC.A TSX | N | Y | N |
| IPCO TSX | N | Y | N |
| SII TSX | N | Y | N |
PAST PICKS: JAN. 5, 2026
B2Gold (BTO TSX)
Then: $6.28
Now: $7.78
Return: 24%
Total Return: 25%
Amerigo Resources (ARG TSX)
Then: $4.79
Now: $8.09
Return: 69%
Total Return: 78%
Slb NV (SLB NYSE)
Then: US$43.80
Now: US$53.51
Return: 22%
Total Return: 24%
Total Return Average: 42%
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| BTO TSX | N | Y | N |
| ARG TSX | N | Y | N |
| SLB NYSE | N | Y | N |
