the Daily 5…updates incorporated
Ok, updated from yesterday. Chat needs a lot of supervision, but maybe it’s his boss’s fault?
Comments appreciated again, getting closer…..
The_Core_Five_2026-10-07_Subscriber_Report
On the PM side, nice smackdown today on the metals…seriously because Fed minutes are to be released? Prices seem more manipulated than ever in the last week. Apparently all news is bearish for metals….
much improved (even over just yesterday) — looking good
BTW — does your “assistant” take into account updated MRE’s in the analysis??
So, a large part of my premise is ounces that can come out of the ground in the next 5 years or less. So, an MRE would potentially show up in a company that is on the Interesting Finds section. Unfortunately, my assisitant omitted this part today. It’ll be back in there tomorrow.
You’ll see this list (core 5 and challengers) is dominated by producers or companies that are very near production. increased ounces lead to higher FCF, FCF multiple should expand in the next 5 years for sector, so valuations will have an accelerated push up with those type of companies (producers growing ounces). I am going to market to people who believe in the macro, and don’t want to spend a lot of time doing analysis themselves. The extra value that I want to bring is that buying the GDX is great, but if you pick companies that are in the top 10 names of the 50 or so in the GDX universe, you can do considerably better. Easy to read, easy to implement. Plus, I’m only looking to get $8 month from subs. If I got 100 people, it would still be worth it. I am learning to work with Ai effectively, creating a service about a topic I believe in, and it gets me more knowledgeable about the sector as I am reading and editing and questioning what my junior analyst does every day.
At this point, it only costs me $20 a month and my time.
It’s improving in leaps and bounds daily — great work!