SilverCrownRoyalties

In case you missed it...

YTD SCRi is the best performing stock over $3 in canada

In Canadian stock markets, encompassing the TSX, TSXV, CBOE, and Canadian Securities Exchange (CNSX), a select group of tradable products stood out with exceptional gains. Out of a total of over 4,480 listed entities, here are the top 20 best performers, showcasing impressive percentage increases that highlight their market momentum:

A reminder that about 1/4 of US debt matures in the next 12 months. The last two times we saw similar refinancing pressure, policy rates were at 0%. Today rates are 3.75% with the market pricing fewer than 2 cuts by year-end. Hard to see this aligning with Trump and the new Fed Chair. None of us own enough hard assets.

Silver miners are now approaching valuation lows relative to the price of silver, that havn't been seen even during the 2016 and 2020 bottoms. Screaming buy for the undervalued silver miners out there.

Unless you’re rebalancing, only a neophyte sells miners here. Old salts who’ve charted these waters before — and I include myself after decades doing this — know what’s coming: Western wealth is still wildly under-allocated to the one sector that has always risen when confidence in money falters — gold and silver producers. Most Wealth Managers still can’t see it — they price portfolios in a currency quietly losing purchasing power and call it “risk management.” Even in USD terms, 4% simply isn’t enough. I’ll stay the course — holding until ownership moves meaningfully higher and valuations follow as they always have when the monetary tide turns. I will continue adding for new clients as they recognize they need to own some. Opportunities like this don’t come often — once in a blue moon, and the current is already running.