Investment Q&A

Q: Good morning,

So with the new Fed Chair nominee being announced today, I am surprised that gold is moving lower. For him to have been nominated, you know he is going to push for lower rates. But historically he has been known as an inflation hawk, thereby preferring higher rates to ward off inflation. There is the question of what this now means for Fed independence, which in turn could result in further volatility in the rates markets. All of this points to the ongoing theme of USD weakness amid a flight of capital away from the US.

In my small brain this points to higher gold prices, not lower gold prices - lower rates; lower USD; higher volatility; less Fed independence. But gold is moving sharply lower. What am I missing?

Thanks as always.

Q: My news feed just had an Australian article about gold/silver going down significantly overnight. I was thinking yesterday I might sell some or all of my CGC.VN stock as it hasn't done anything for a bit only to realize it was bought out by MUX yesterday. Please tell me about that (I seem to have made 33% on that deal?) and MUX's prospects so that I can determine whether to go through with selling it all or whether I should keep half. I feel like it's just going to start sinking as soon as the TSX opens this morning. I have AEM & LUN as well--how bad is this correction going to be this morning and will LUN be safer because it has nickel and copper mines as well?

Q: Hi 5i,

With the recent big run up and huge embedded gains in gold/silver does it make sense to even consider investing in these precious metals at this time?

Q: Hi 5i, Can I have your opinion on "Scandium Canada Ltd" , is this true: Scandium is now officially a Critical Mineral in Canada Government-backed equity-like royalty.
https://money.tmx.com/en/quote/SCD.

Thanks

Q: Dear Peter et al:

I am not sure if you had a chance to look at the article in this morning's Globe and Mail on top 10 Canadian Gold stocks at reasonable valuation. (Wednesday Jan 28th).
I was surprised to see your favorites like ARIS missing. Also no WDO.
What is your take on this list.
(I am happy customer/owner of ARIS:))
Should I add BTO and TXG for a good measure?

Q: Interesting to hear about AMRQ. Apparently they now own the Black Angel mine which I last heard of some time in the 1970’s. I had asked my father about it then and it’s 7% divided. He replied the mine must be struggling and the high dividend was being used to keep investors interested. Shortly thereafter the mine closed down. I also recall the mine used gondolas to transport the ore from the mine site to the dock. Sounds expensive! AMRQ has been publicly listed since January 20, 2026, not quite a week and already has a 1B capitalization. Is Mr. Sprott a shareholder? Mining procedures can change in 50 years and possibly the costs to extract the ore can lessen and the mine be made profitable. Modern survey methods may also have discovered new metal targets. Any thoughts you have would be appreciated. I think the Black Angel ore body is just one aspect of the company’s targets.

Q: Solaris has been doing quite well recently.Any news to account for this positive activity?Thanks.

Q: Hi.
Could I get some general thoughts on the lithium sector?
Thanks

Q: Read in the Economist that the Trump administration bought into the above companies.
None are making any money at this point. Realizing it is a speculative play, would you recommend investing in any of these ?

Q: on jan 12 i asked a question for two small cap gold companies for growth,you gave me aauc and aris, i bought them both, i still own aris ,aauc was bought out. my question is what can i replace aauc with-small cap gold company for growth
dave

Q: Hi there team,

I'd like your thoughts on this company and the space in general. I've taken a flier recently and wondering if it is an area (graphene manufacturing) I could add to over time? Thanks!

Q: Looking to invest in gold ETFS which ones would you recommend .

Q: Got this email from Seeking Alpha this morning . First question is how do you tell if something is being influenced by meme trading ? And assuming you can answer the first question, is this guy right ? ..... Thanks for your terrific service .....

Silver (XAGUSD:CUR) should be trading at half its current price later in 2026, said Marko Kolanovic, former chief strategist and co-head of Global Research at J. P. Morgan.The precious metal reached a top of $113.25 per ounce on Monday before shooting back to around $104-$110. But, according to Kolanovic, this is the result of “meme traders attempting to take over the market.”

Q: What is the simplest/most efficient way to add gold to a portfolio that has none?

Thanks as always.

Q: What, in your opinion, would happen to the share price and business outlook of DSV if the permit for Cordero were never granted? In the current political environment and outlook for the price of silver, how likely do you think it is that the permit will be held up forever?

Q: This stock has been on a bit of a run in the past month.
Your Thoughts?

Thanks,
Chuck

Q: Good day! I'm wondering if there is still a case to be made for investing in gold, silver and other metals? If there is, how would you recommend investing? An ETF or individual stocks? Is there an ETF that covers all these metals?

Considering the geopolitical situation, how risky is the USD and investing in US assets? What percentage of YOUR portfolio would you assign to US assets looking to the next 5-10 years?

Please deduct credits as needed and thank you in advance.

Q: Can you comment on your thoughts on gold, silver and how their big moves might affect other commodities such as copper, or oil? How are oil fundamentals and are massive amounts of copper needed during electrical/data centre build outs.. You've hit some massive winners in tech and just what stocks might work given leverage to these commodities?

Q: I am thinking of buying some Pan American Silver or First majestic Silver on the US market.
Which is better or do you have another silver company I should buy in the US.

Q: What are your thoughts on this company now? They have a 30% interest in Red Chris mine which is going to have a very large expansion, their Huckelberry mine and Mt Polley mine are both making positive headlines now.

It appears to be making money and making more positive steps in the right direction.