I had the opportunity to sit down with geologist and junior mining analyst Brent Cook recently. I have had a few frank discussions with Brent over the years when we have crossed paths on the speaking circuit. In a business too often full of bravado, hype and salesmanship, I find Brent to be refreshingly honest about the risks and limitations of fundamental analysis in controlling downside risk to capital.
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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
Lance Roberts @LanceRobertsThis is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity._________________________
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