Author Archives: RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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Keysight: The Quiet Winner in the AI and Defense Spending Boom

Written by Leo Miller

Keysight Technologies (NYSE: KEYS)is a somewhat under-the-radar technology stock benefiting significantly from multiple converging tailwinds. The company is seeing growing demand from both artificial intelligence (AI) and defense markets, two of the world’s hottest industries. Interest from these markets has helped Keysight shares soar more than 80% over the past 52 weeks. This includes the huge 23% spike the company saw after its latest earnings report.

So, what exactly does Keysight do, and why exactly has this name been able to put up such strong performance? And, more importantly, is there still room for Keysight to deliver significant gains long-term? Let’s dive into these questions.

Keysight: A Validation Engine Pushing Technology Forward

Keysight uses a combination of hardware, software, and services to help electronics companies design, validate, manufacture, deploy, and optimize their products. Essentially, the firm offers a full-stack solution: from the research phase, to testing prototypes, to product implementation and refinement.

Keysight participates in the electronic automation design (EDA) software industry, which is led by firms such as Synopsys (NASDAQ: SNPS) and Cadence Design Systems (NASDAQ: CDNS). However, Keysight’s sales are much more heavily weighted toward hardware. In its latest earnings call, Keysight said software and services accounted for around 40% of revenue, with hardware making up most of the remaining portion.

This difference in revenue breakdown shows itself in the fact that Keysight’s gross margins tend to sit in the mid-60% range.

While still strong, this is far below the +80% gross margins seen at Synopsys and Cadence, as software delivers higher margins than hardware. However, one advantage of providing more hardware is that it can increase customer stickiness. Keysight’s software becomes more useful as it integrates with a large base of hardware products, making customers more likely to use its full range of solutions.

All of this isn’t to say that Keysight, Synopsys, and Cadence are direct competitors, although their businesses overlap. Keysight positions itself, Synopsys, and Cadence as providing complementary offerings.

Synopsys and Cadence focus on modeling how chips and systems should behave in virtual environments before customers produce a physical product. Meanwhile, Keysight focuses on testing and validating how technologies actually perform under real-world physical conditions.

For investors, the takeaway is that Keysight has developed its own niche that gives it an important role in electronic development, focused on validating real-world performance. They work to ensure that complex technologies across AI infrastructure, 5G, 6G, defense, and automotive function as intended after their design.

KEYS Beats Big, Ups Guidance as Big Tailwinds Drive Growth

Keysight performed very well in its latest quarter, with revenues rising 23%year over year to $1.6 billion. This marked the company’s highest growth rate since 2021 and solidly beat estimates, which called for growth of around 19%.

Adjusted earnings per share (EPS) rose by 19% to $2.17. This smashed estimates of $2, which implied growth of only 10%.

Guidance was even more impressive. The company now expects revenue and earnings to grow by 20% during the year. This compares with the company’s previous guidance, which expected revenue growth near or above 7%, excluding acquisitions. The new guidance includes acquisitions, but still represents a large improvement in Keysight’s core growth expectations. The combination of Keysight’s large beat-and-raise allowed the stock to surge in response.

The company noted that it is engaging with all hyperscalers as they rapidly scale their AI infrastructure. As companies look to design and deploy AI networking solutions, Keysight is participating in the end-to-end validation of these systems. Technological development in networking is also driving more testing opportunities. In Q4 2025, Keysight collaborated with Broadcom (NASDAQ: AVGO) to validate its next-generation 1.6 terabit networking silicon and custom AI accelerators.

In the final quarter of 2025, KEYS estimated that AI drove around 10% of revenue. This shows that AI remains a relatively small percentage of the overall business, providing potential for significant growth ahead.

The company also posted record revenue in its Aerospace, Defense, and Government end market, which grew by 18%. Keysight is seeing demand from U.S. prime defense contractors, as well as “robust, broad-based activity in Europe.” This comes as European defense budgets are on the rise.

Importantly, overall orders grew by 30%, well above revenue growth, indicating that demand is accelerating. In Q2 2026, Keysight forecasts revenue growth of 30%.

KEYS: AI and Defense Enabler With Valuation Question Marks

The MarketBeat consensus price target on Keysight sits near $295, a figure that implies only around 3% upside in shares. However, price targets moved up substantially after the company’s latest report. The average of updated targets is approximately $308, implying 7% upside.

At present, Keysight has grown its free cash flow by a compound annual growth rate near 18%, its highest level ever. The company’s current valuation implies that growth will persist at or near this rate for multiple years to come.

While Keysight is operating at historically strong levels, meeting this hurdle will be difficult. The firm’s elevated valuation makes it a somewhat risky play.

Still, the company is sitting at the intersection of two very powerful trends: AI and defense modernization. These factors could prove enough to enable significant gains going forward. Overall, Keysight is an intriguing stock to watch, and one that could present a compelling opportunity should its share price retreat meaningfully. READ THIS STORY ONLINE

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Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention

Written by Leo Miller

In a recent announcement, the Magnificent Seven tech giant Meta Platforms (NASDAQ: META) unveiled four customized artificial intelligence (AI) chips. This comes on the heels of semiconductor design behemoth Broadcom’s (NASDAQ: AVGO)earnings report, where CEO Hock Tan made it a point to specifically address Meta.

Now, Meta is giving a wink back to Broadcom in a development that has clear positive implications for AVGO. Still, there are other negative factors worth noting. What does this news mean for Broadcom going forward?

META and AVGO Confirm MTIA Partnership

For some time, market watchers and analysts have generally believed that Meta is one of Broadcom’s custom AI processor buyers. However, Broadcom itself has never referred to Meta in this capacity during its earnings calls, until now. In Broadcom’s Q1 2026 call, Tan said, “Contrary to recent analyst reports, Meta’s custom accelerator MTIA road map is alive and well. We’re shipping now.”

MTIA, which stands for Meta Training and Inference Accelerator, is a custom chip lineup developed in collaboration with Broadcom. Tan’s statement came after reports that Meta halted the development of its most advanced custom AI training chip, codenamed Olympus.

Notably, Meta specifically mentioned Broadcom in its custom chip press release. The company said, “Meta Training and Inference Accelerator (MTIA), our family of homegrown AI chips developed in close partnership with Broadcom, has remained and will continue to be an important part of Meta’s AI infrastructure strategy.”

Markets already generally accepted this partnership, but the fact that both companies are specifically acknowledging this now removes any doubt.

The Good: META-AVGO Partnership Expands Into GenAI

The title of Meta’s post, “Four MTIA Chips in Two Years: Scaling AI Experiences for Billions,” provides direct support for the bullish scenario Broadcom laid out in its earnings. Hock Tan noted that the majority of its customers are moving to develop two custom chips with AVGO a year, the exact pace of development that the post describes. This lends legitimacy to Tan’s statements and the idea that Broadcom is deepening its relationships with customers.

Meta is using MTIA for a variety of purposes. This includes training and inference on its ranking and recommendation (R&R) models. Training is the process of developing more intelligent models, while inference is the process of deploying those models to answer questions and perform tasks.

R&R training and inference allow the company to deliver increasingly engaging content and more targeted advertisements to its users. The company has 3.5 billion users across its apps, or more than 40% of the world’s population. Thus, Meta has huge needs in this space that it is relying on Broadcom to meet.

The MTIA series also extends beyond R&R. The company will use MTIA 450 and MTIA 500 to enable GenAI inference, with mass deployments coming in 2027. GenAI inference likely refers to chatbot queries, video and image generation, and AI business agents in WhatsApp.

Experts have not considered Meta’s LLaMa models state-of-the-art compared to others like ChatGPT, Claude, and Gemini. However, that doesn’t mean they can’t be useful and generate revenue for the company. Notably, Meta AI has over 1 billion users, providing an opportunity to do just that.

For Broadcom, the expansion of MTIA chips beyond R&R and into GenAI is positive. As Broadcom supports Meta’s core workloads and those that are emerging, the logical conclusion is more chip sales.

The Bad: META-AVGO GenAI Training Chip Takes a Back Seat

However, it is also important to note that Meta’s announcement did not include a GenAI training chip. This adds weight to reports that Meta is rolling back Olympus development. Meta’s Chief Financial Officer, Susan Li, also recently made a statement that aligns with this at the Morgan Stanley Technology Conference. She said Meta “expects” and is “hopeful” that it can expand its use of custom silicon to train AI models “eventually.”

This is a negative for Broadcom, which would presumably also be co-developing Olympus with Meta. However, it is good to see that Meta isn’t saying its GenAI training chip ambitions are dead; it still wants to develop them over time. Still, the timeline for Broadcom generating significant revenue through that project may have just become much longer.

AVGO and META: Powering the Growth in AI Inference

Overall, Meta’s relationship with Broadcom is now fully substantiated and appears to be growing significantly outside of GenAI training.

Importantly, many expect inference to overtake training as the dominant AI workload in the coming years. McKinsey predicts that inference will grow by a compound annual rate of 35% over the next five years, accounting for over half of AI compute by 2030.

This supports Broadcom’s outlook, as its relationship with Meta—especially when it comes to inference—is clearly deepening. READ THIS STORY ONLINE

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How the Risk/Reward Calculation Is Changing for Discount Retail

Written by Nathan Reiff

A weak February 2026 jobs report, active inflation, and the threat of oil price spikes and other ramifications of the ongoing Iran war all have the potential to disrupt an economy that many investors are already worried is shaky. Discount retail stores can provide unique insight into the financial stresses facing families in the lower half of the income distribution. Rising sales at these companies can signal that customers are tightening their belts and controlling spending amid economic stress.

In this way, companies like Dollar General Corp. (NYSE: DG) and Dollar Tree Inc. (NASDAQ: DLTR) can offer investors insight into pressures caused by the price of essentials like food, housing, and gas. Although discount retailers can thrive in stronger economies—and their performance is, of course, closely linked to operations and company-specific concerns—their performance can also reflect broader consumer spending habits and trends.

Dollar General’s Strong Recent Results May Not Outweigh Anticipated Pressures to Come

Dollar General recently came off a strong Q4 fiscal 2025 (ended Jan. 30, 2026), with revenue climbing by almost 6% year over year (YOY) to $10.9 billion on strong same-store sales improvement of 4.3%. Gross margin also improved by an impressive 105 basis points for the quarter, thanks to lower inventory and a reduction in shrink.

The company’s expansion plans are aggressive, with about 450 new U.S. stores in the works this year, a growing delivery program, and new ventures into digital territory.

Still, despite those positive signs, forward guidance came in remarkably tepid, as the company expects fiscal 2026 to see slowing same-store sales growth (only 2.2% to 2.7% for the year) and net sales growth between 3.7% and 4.2%. The company also does not plan to repurchase shares this fiscal year, which puts pressure on its valuation, given that it already trades at more than 19 times earnings.

While Dollar General is likely to see increased traffic among middle-income customers, its core base—those with household incomes of $50,000 or less—is under severe pressure. It makes sense, then, that shares of DG tumbled by more than 9% in the last week amid the earnings release, as well as 3.6% overall so far this year. Analysts see a little more than 10% upside potential for the stock, but fewer than half of the 30 ratings for DG shares are Buys.

Dollar Tree’s Multi-Price Approach Continues to Succeed, But External Challenges Loom As Well

Dollar Tree also recently reported Q4 fiscal 2025 earnings (for the period ending Jan. 31, 2026), which were also notably strong in several respects. The company’s comparable store sales climbed by 5% YOY, while full-year net sales rose by 10% over the same period. Gross margin improved by 150 basis points, helping to generate about $1.2 billion in cash from operations and facilitating $1.6 billion in share repurchases across the fiscal year.

The company has at least two unique factors distinguishing it from Dollar General. First, its summer 2025 divestiture of the Family Dollar brand helped it to streamline operations, allowing shares to rally by almost 70% in the last year. Second, Dollar Tree’s unique multi-price strategy—which expands beyond its traditional price point to include offerings priced at $3, $5, and $7, for example—has been a success.

About 5,300 Dollar Tree locations, as of the end of fiscal 2025, are utilizing this approach, with multi-price representing about 16% of sales and growing.

Forward guidance was also more modest, with management calling for 3% to 4% in comps growth, between $20.5 billion and $20.7 billion in sales, and earnings per share between $6.50 and $6.90 for fiscal 2026. The reality is that, despite its advantages, Dollar Tree is also subject to headwinds from tariffs, rising oil and gas prices, shifting tax rates, and more.

Ultimately, Dollar Tree may have greater appeal to investors at this point, thanks to its cleaner balance sheet and stronger earnings growth path. There are still unknowns, including the external factors above, as well as the potential continued success of the multi-price strategy as the company continues to implement it on a broader scale. For the time being, analysts are also cautious about DLTR shares, assigning an overall Hold rating, with upside potential comparable to Dollar General. READ THIS STORY ONLINE

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A Midweek Message of Balance

Stories That Inspire

Every day offers a new chance to grow—so explore stories filled with real-life inspiration, practical wisdom, and ideas that fuel your next step forward. Discover uplifting content curated to support your personal growth, and join thousands of readers who visit our site daily for motivation, insight, and a positive boost.

“Balance is not about equal time—it’s about equal attention to what matters most in each moment.”

You don’t have to do it all or be everything to everyone. Balance means knowing when to push and when to rest, when to give and when to receive, when to speak and when to listen. This week, check in with yourself. Where are you overextending? Where could you be more present? Small adjustments can create big shifts in how balanced your life feels.MORE INSPIRATION

You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.

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Look familiar? This Venezuela steal was epic

Wednesday, March 18

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Venezuela wins 2026 World Baseball Classic

Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know for today’s games, while catching you up on fun and interesting stories you might have missed. Today’s edition was written by David Adler.

The World Baseball Classic got, well, a classic ending last night with Venezuela’s 3-2 victory over Team USA.

For Venezuela, it was the country’s first WBC championship — a win that meant everything to the team and its fans. As manager Omar López said simply after the game: “Long live Venezuela.”

For the U.S., it was the second straight loss in the World Baseball Classic finals. The United States lost the 2023 WBC championship game by the same score to Japan, and its superstar-studded 2026 team came up just short again in its quest to reclaim WBC gold after winning in 2017.

Let’s relive last night’s epic final. Here are the top five moments of the WBC championship game:

1) Sanoja’s stolen base sets up Geno’s game-winner

Eugenio Suárez’s go-ahead double off Garrett Whitlock in the top of the ninth inning was the play that gave Venezuela its first World Baseball Classic championship. And Geno’s look-to-the-heavens celebration afterwards will be one of the lasting images of the 2026 Classic.

But none of that could have happened if not for the bold stolen base by pinch-runner Javier Sanoja earlier in the at-bat to get the game-winning run into scoring position.

Sanoja, subbing in for Luis Arraez after a leadoff walk, took off for second and just barely beat U.S. catcher Will Smith’s throw. It was shades of Dave Roberts in the 2004 ALCS. Then Sanoja scampered home on Suárez’s gapper.

Javier Sanoja and Dave Roberts' clutch stolen bases

2) Harper’s game-tying home run

If not for Suárez’s clutch knock, Bryce Harper’s home run for Team USA would be the moment we’d all be talking about today.

With the U.S. completely shut down by Venezuela entering the bottom of the eighth, Harper delivered the team’s biggest swing of the tournament.

Harper smashed a 432-foot home run to center field to tie the game, and his home run celebration — which included Team USA’s signature salute and pointing to the American flag patch on his sleeve — showed what the moment meant to the U.S.

Harper’s home run trot took 35.63 seconds — the longest of the entire World Baseball Classic. It was even longer than the longest of the Dominican Republic’s electric celebrations.

3) Palencia closes the door

Venezuela closer Daniel Palencia was unhittable all tournament. And he overpowered the U.S. in the ninth inning of the championship game.

Palencia struck out Kyle Schwarber on a 99 mph fastball to start the inning, and he blew away Roman Anthony — who hit the game-winning home run for the U.S. against the D.R. in the semifinals — with a 100 mph heater to end it.

Palencia’s WBC-ending strikeout of Anthony brought back memories of how the 2023 Classic ended for Team USA, when Shohei Ohtani struck out Mike Trout to win the WBC for Japan.

4) Wilyer does it again

Wilyer Abreu came up huge for Venezuela in both the quarterfinal win over Japan and the championship game win over Team USA.

Abreu’s go-ahead three-run homer against Japan helped Venezuela dethrone the reigning WBC champs. And his home run in the fifth inning of the final helped take down the U.S.

The Red Sox outfielder sent a 96 mph fastball from Team USA starter Nolan McLean 414 feet to dead center and even lost his helmet celebrating around the bases.

5) E-Rod pitches the game of his life

Eduardo Rodriguez has a 5.02 ERA over his last two Major League seasons. But the Venezuela starter stymied one of the best lineups ever assembled in the WBC finals.

Rodriguez pitched 4 1/3 scoreless innings, holding Team USA to just one hit and striking out four — including U.S. captain and reigning AL MVP Aaron Judge twice. The veteran left-hander kept the powerful U.S. hitters off-balance to set the tone for Venezuela.

So that was the best of the best of the WBC championship game. But the entire World Baseball Classic was full of incredible moments. MLB.com’s international baseball guru, Michael Clair, has more on the defining storylines of the 2026 Classic.

COLE’S BACK FOR THE YANKS

One of the best pitchers in baseball is back.

We’ve been waiting for Gerrit Cole to return, and the Yankees ace finally did, making his first Grapefruit League start today.

Cole pitched one inning against the Red Sox, allowing two hits but no runs. He threw 10 pitches. The best sign by far was how his stuff looked. Cole’s fastball averaged 97.1 mph and topped out at 98.7 mph. He slider averaged 90.2 mph and his curveball averaged 84.1 mph. Those are all higher than Cole’s averages for his most recent season in 2024.

This was Cole’s first game action since the 2023 Cy Young winner had Tommy John surgery last March. Cole won’t be ready for Opening Day, but he’s expected to rejoin the Yankees’ stacked rotation in late May or early June.

“It’s definitely exciting,” Yankees manager Aaron Boone said before Cole’s start. “Obviously, I think everyone’s been excited just how good he’s looked.”

OHTANI TAKES THE MOUND, TOO

Cole isn’t the only ace back on the mound today. Shohei Ohtani is, too, even though he just got back to the Dodgers from the World Baseball Classic.

The reigning NL MVP is already making his Cactus League pitching debut this afternoon at 4:05 p.m. ET against the Giants. You can watch Ohtani’s first start on SportsNet LA, MLB.TV and MLB Network.

Ohtani didn’t pitch for Japan during the WBC this time, he only hit, unlike in the 2023 Classic. But Ohtani did stay on his pitching schedule even while he was away from the Dodgers. He threw four innings of live batting practice against the Samurai Japan hitters last Thursday — and he looked like he was in midseason form, with seven strikeouts.

Because Japan, the defending WBC champion, was eliminated in the quarterfinals, the Dodgers can get Ohtani back on the mound at Spring Training earlier than they expected.

GET READY FOR SPRING BREAKOUT

The third annual Spring Breakout prospect showcase starts tomorrow, and the 2026 rosters are absolutely loaded.

From Thursday through Sunday, for 16 games, you’ll get to see every team’s top prospects facing off against each other.

This year’s rosters include four of MLB Pipeline’s top five overall prospects — Pirates shortstop Konnor Griffin (No. 1), Brewers infielder Jesús Made (No. 3), A’s shortstop Leo De Vries (No. 4) and Cardinals infielder JJ Wetherholt (No. 5).

MLB.com has a complete lineup of Spring Breakout coverage. For a rundown of all 30 Spring Breakout rosters, go here. And for everything you need to know about Spring Breakout 2026, go here.

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The Resolution Copper Deal Makes Supply Real Again

March 18, 2026

The Resolution Copper Deal Makes Supply Real Again

A decade long land fight just unlocked a deposit that could cover a quarter of U.S. copper demand.

Warren Blake

Happy Wednesday, everyone!

Every AI data center, every EV charger, every mile of new grid needs one thing before a single electron flows.

Copper.

Not tokens. Not apps. Not hype. Real copper — dug from the earth, refined, and drawn into wire. Last week, two events showed that the world’s biggest miners are done waiting. They’re moving now.

The Land Deal a Decade in the Making

On March 16, Resolution Copper closed a historic land swap with the U.S. Forest Service. The venture — Rio Tinto (55%) and BHP (45%) — gained over 2,400 acres next to the old Magma copper mine in Superior, Arizona. In return, more than 5,400 acres of sensitive land went into lasting protection.

This was no press stunt. The law behind the swap passed with both parties’ support in 2014. It survived ten years of court fights. On March 13, the Ninth Circuit ruled in favor of the deal, denying requests to stop the exchange.

The deposit under that Arizona dirt is one of the largest untapped copper sources on Earth. Rio Tinto’s Copper Chief Katie Jackson said it plainly: the project “has the potential to satisfy up to 25% of America’s copper demand for decades to come.”

Twenty-five percent. One project. Read More

$500 Million Says This Isn’t Guesswork

Resolution Copper also announced roughly $500 million in early spending over two years. That money will fund surface drilling for more data, upgrades to current sites, early underground work, and about 100 new jobs.

This is not hope-stage cash. This is real capital from two of the biggest miners on the planet. Rio Tinto trades on the LSE at 6,754 pence — 10.63% below its 52-week high of 7,557 set on Feb 25, 2026. That dip tells you the market hasn’t yet priced in what domestic copper means in a world starved for the metal.

BHP just named a new CEO. The timing is no accident. A leadership shift at the world’s largest miner lines up with a clear pivot.

The pivot is toward copper.

The money is going into the ground. Literally.

The Global Squeeze Is Here

Rio Tinto grew copper output by 11% last year. That sounds strong — until you weigh it against demand. AI data center builds alone may need millions of extra metric tons of copper over the next decade. Grid upgrades, EV networks, defense systems, and autonomous platforms all chase the same tight supply.

And supply faces pressure from the other side, too. Mongolia wants Rio Tinto to redo the terms of its $18 billion Oyu Tolgoi copper mine, calling the current deal “unfair.” This is resource grab in real time — governments rewriting deals on deposits that cost billions to build.

Why Colombia Matters Now

The Arizona story grabs the headlines. But a quieter signal came the same day. Copper Giant Resources Corp. shared drill results from its Mocoa project in southern Colombia. Hole MD-057 hit 532 metres at 0.25% copper — with a 191-metre stretch at 0.54%. Hole MD-056 found metal in a zone the old model had written off as waste.

That last point matters. It means the deposit is bigger than the model shows. Mocoa is already one of the largest untapped copper sources in the Americas. Two rigs run at full speed. Infill drilling aims to upgrade the resource class — the step needed before any formal study.

This is the early version of what Resolution Copper looked like fifteen years ago. Junior-stage, yes. But in a metal where every new pound of supply carries weight.

The Gap Smart Money Sees

The pattern is clear. The world needs far more copper. Old mines are aging. New ones take a decade or more to permit and build. Governments are clawing back supply from foreign sites. And U.S. output still covers only a fraction of what the country uses.

Rio Tinto and BHP aren’t spending $500 million on Arizona because a price chart looks nice. They’re spending it because the physical math doesn’t add up. Demand is built into the system. Supply is locked in the geology. The gap between those two facts is where big capital flows right now.

Bottom Line

The AI boom, the grid buildout, the push to electrify everything — none of it works without copper. And copper doesn’t come from code. It comes from holes in the ground, court rulings, land swaps, and billions in patient capital.

Smart money isn’t asking whether copper matters. It’s locking up the deposits.

The scramble is physical. The edge goes to those who saw it first.

We continually monitor these macroeconomic developments to ensure your capital remains protected. Please participate in our closing poll below.

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A personal warning from Martin Weiss (Please read)

MARCH 18, 2026 | READ ONLINE

Dear Reader,

I started rating the safety of banks in the early ’70s.

Over the last 50+ years, I’ve warned my readers about the bank failures of the 1980s and 1990s, the Dot-Com Bust, the 2008 housing collapse and more.

But today, I’m writing to you with a different kind of warning. One that genuinely frightens me.

This time, the threat to your money isn’t coming from reckless Wall Street bankers. It’s coming directly from the Federal Reserve itself.

Through a program outlined in the Federal Reserve Docket No. OP-1670 — known as “FedNow” — the government is quietly rewiring the entire American banking system.

Simply stated, the Fed is building a centralized hub that will process every transaction in the U.S. … giving it the ability to track every transfer, bill pay, purchase or donation you make in real time.

That, in turn, could give them unprecedented power to cut off your access to your savings if they decide you’re not in “compliance” with whatever their policy agenda dictates at the time.

Or maybe even confiscate your savings when the need arises like it happened in Cyprus in 2013.

In all my decades studying the U.S. economy and banking system, I’ve never seen anything as scary as this.

If you value your financial privacy …

If you believe your money belongs to you and not Washington …

Now’s the time to act.

I’ve spent the last few months putting together 4 specific, legal steps to “Fed-proof” your checking and savings accounts.

I urge you to take this threat seriously.

Review these 4 steps immediately, right here.

Good luck and God bless!

Martin D. Weiss, PhD
Weiss Ratings Founder

P.S. The Fed is counting on the fact that ordinary Americans won’t read a 93-page document until it’s too late. I’ve read it and that’s why I’m begging you to act while you still can. Get the 4 “Fed-proof” steps right now.

Markets Seek Shelter as Gold Shines Brightest

Written by Jeffrey Neal Johnson. Article Posted: 3/3/2026.

KEY POINTS

Heightened global uncertainty is fueling a flight to safety, boosting investor demand for gold and the miners that produce it.
The company’s recent financial results demonstrated impressive strength, with a significant earnings beat and record free cash flow.
Management has reinforced its confidence in future performance by implementing a new framework to enhance and grow direct returns to shareholders.
Special Report: Why I’m avoiding Nvidia (and buying these 3 AI stocks instead)(From TradingTips)

As geopolitical tensions rise, investors are shifting from growth to capital preservation — a familiar rush to safety. That change in mindset has pushed gold, the world’s oldest store of value, back into the spotlight.

The wave of capital into the metal is lifting gold-backed funds such as the SPDR Gold Shares (NYSEARCA: GLD) and creating a strong tailwind for top-tier producers. At the center of that move is industry leader Newmont Corporation (NYSE: NEM), which is benefiting from both the macro trend and its own solid fundamentals.

Why the Fear Trade Is Igniting the Entire Gold Sector

A PERSONAL WARNING FROM MARTIN WEISS (PLEASE READ) (AD)

The Fed is counting on the fact that ordinary Americans won’t read a 93-page document until it’s too late. I’ve read it and that’s why I’m begging you to act while you still can.Get the 4 “Fed-proof” steps right now.

The current market environment is a classic fear trade: escalating conflict in the Middle East has heightened concerns about supply-chain disruption and potential energy price shocks, prompting investors to seek assets outside traditional government-backed currencies. Gold, with its long history as a store of wealth, is the main beneficiary.

The evidence for this capital flight is clear. The SPDR Gold Shares ETF, which holds physical bullion, has climbed roughly 14.57% over the past month and is up 23.48% year-to-date. Its roughly $184.86 billion in assets under management underscores the scale of money moving into the metal.

That inflow creates an amplified effect for miners because of operational leverage. A miner’s short-term extraction costs are largely fixed, so once those costs are covered, each dollar increase in the spot price of gold can flow disproportionately to the company’s profit margins. In other words, a 10% rise in gold can translate into a much larger percentage gain in a miner’s earnings. Newmont’s recent stock performance illustrates this: the shares are up about 29.5% year-to-date, outpacing the metal and showing how leading producers can magnify gold’s upside.

A Foundation of Profit: Newmont’s Fundamental Strength

While the macro tailwind is significant, Newmont’s investment case rests on strong execution and financial discipline. The company isn’t merely a passive beneficiary of higher gold prices — it’s a best-in-class operator with the balance-sheet strength to turn market opportunities into shareholder value.

Massive Earnings Beat: In its fourth-quarter 2025 results, Newmont reported earnings per share of $2.52 versus the Wall Street consensus of $1.81, reflecting tight cost control and effective operational management.
Record Cash Generation: Revenue rose 20.6% year over year, but the standout metric was free cash flow. Newmont generated a record $7.3 billion in FCF for 2025, giving it flexibility to fund growth, strengthen the balance sheet, and return capital to shareholders.
Commitment to Shareholders:Management has implemented an enhanced capital-allocation framework that prioritizes shareholder returns, including an increase in the quarterly dividend to $0.26 per share, signalling confidence in future cash generation.
Proactive Asset Management: Potential operational issues are being addressed from a position of strength. The company recently issued a notice of default to its partner at the Nevada Gold Mines joint venture — a move intended to enforce performance standards and protect a core asset’s value for shareholders.

A Golden Opportunity?

Two narratives are converging in Newmont’s favor: a global flight to safety lifting the gold sector and the company’s own strong execution. That combination has attracted bullish attention — analysts at Sanford C. Bernstein recently upgraded the stock and set a $157 price target.

Beyond the immediate catalyst, the longer-term case for gold is supported by persistent inflation concerns and continued demand from central banks. Newmont’s ability to convert higher gold prices into record cash flow, along with a clear shareholder-return policy, makes it a standout among precious-metals producers. As always, investors should weigh these strengths against market risks and their own investment objectives before taking a position.

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Bottom Line

How was this edition?

Markets Seek Shelter as Gold Shines Brightest

KEY POINTS

Why the Fear Trade Is Igniting the Entire Gold Sector

A Foundation of Profit: Newmont’s Fundamental Strength

A Golden Opportunity?