Capitalight Research publishes weekly and monthly subscription-based research focused on commodity prices, Canadian preferred shares, and US and Canadian economies.
Our clients, which range from global mining companies to institutional wealth managers, use our proprietary research to inform their investment decisions, capital allocation decisions, treasury operations and business risk assessments.
Our business model is subscription-based, which produces higher quality reports and allows us to follow the facts wherever they lead us. We also offer customized research and 'white-label' versions of our publications.
The Silver Monitor led by Dr. Tom Brady, former Chief Economist of Newmont Mining Corporation, features a deep dive analysis on the silver market each month. Topics have included, how interest rates, inflation, and the US dollar affect silver prices, along with silver equity analysis such as concentration trends and silver producer free cash flow.
Critical Metals for a Sustainable World
The Critical Metals report -- authored by economist Patricia Mohr -- assesses the outlook for copper, nickel, lithium and rare earth elements. These metals are key to global decarbonization and electrification and are vital to mitigating climate change.
Multiple Reports Published Monthly
Canadian Preferred Share Research
Capitalight's Canadian Preferred Share Research provides full analysis of our investment picks for income investors. We believe that preferred shares are scarcely researched in Canada and investors deserve better.
The Economic Monitor takes a deep dive into the current state of the Canadian and US economies. This publication includes a topical article and our interest rate and exchange rate forecasts. It includes our equity valuation models, based on the principles of Benjamin Graham “the father of value-investing”.
Capitalight Research also offers customized “PHD-on-demand” research to our clients. Our most frequent requests include: preparing gold price forecasts with longer time-horizons, preparing Board of Director presentations customized for their region of operation, and preparing shareholder meeting presentations that support the “buy and hold gold and gold equities” thesis.
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An Update on Gold, Real Interest Rates and the Dollar
"We expect a strong negative relationship to reassert itself, because theory holds that when real interest rates rise, gold should decline. All else being constant"