top of page


May 5, 20224 min read
April Showers Bring Global Uncertainty
The Nasdaq experienced its worst month since 2008 losing 13.3% in April, the Index has slid 22% year-to-date. On April 20th Netflix fell...


Apr 4, 20224 min read
March 2022 came in like a lion
March 2022 came in like a lion before exiting unchanged. The war in Ukraine is forefront on world events everyone hoped would be solved....

Mar 18, 20221 min read
Phases & Cycles is now part of the Capitalight Research team
The acquisition of Phases & Cycles is complementary to our existing research. We are very excited to welcome the Phases & Cycles team! To...


Mar 3, 20223 min read
March is here!
War in Ukraine The Russia invasion of the Ukraine on February 24th shook up the market outlook. The equities sold off quickly before...


Feb 7, 20222 min read
January was a volatile month!
What a dramatic move oil has seen since December 1, 2021. West Texas Intermediate was trading at $65 U.S. on Dec. 1st 2021 and rose to...


Jan 3, 20227 min read
31 Day Chart Challenge
For the month of December, we challenged ourselves to look back and post our most impactful charts of 2021. We've made many charts in...


Dec 1, 20213 min read
December is Here
Equity markets continued to climb higher for most of November. On November 26th a reality check hit home with the announcement of a new...


Nov 5, 20211 min read
Cryptocurrencies impact on Gold
We have retested the impact of cryptocurrencies (Bloomberg Galaxy Cryptocurrency Index) on the gold price, and the conclusion is clear: a...


Nov 1, 20213 min read
November is here
I would like to take this opportunity to welcome everyone to our newest publication The Market Minute. Here we will provide a brief...


Oct 22, 20211 min read
Dr. Thomas Brady Presents at this year's Red Cloud Oktoberfest Fall Mining Showcase
Watch Dr. Thomas Brady present at this year's Red Cloud Fall Mining Showcase where he discusses the gold & silver price drivers and outlook.


Oct 12, 20211 min read
Silver Linings - What's next for the Silver Price
Click on the picture or click here to register for the webinar. Download Silver Linings - Inaugural Silver Market Trends Book here.


Sep 14, 20211 min read
EV purchases to approach 12 million by 2025
Our recent edition of 'Critical Metals for a Sustainable World' – authored by Patricia Mohr, Economist & Commodity Market Specialist –...


Sep 11, 20211 min read
US Producer Price Inflation continues to highlight the “price bubble”
US Producer Price Inflation continues to highlight the “price bubble” resulting from the Covid pandemic. But note just how stable...
Aug 26, 20213 min read
Impact of Basel III on the Gold Price
The full implications of the changes in Basel III on the gold industry is still much debated. If the rules are fully implemented banks...

Jun 22, 20212 min read
Preferred share cost of insurance indicator at lowest level since 2018
The cost of insurance is a sentiment indicator that our Canadian Preferred Share Research team created for the preferred share market....


Jun 10, 20211 min read
US CPI jumps 5% from a year earlier
US headline CPI increased 5% in May compared to May 2020 and 0.6% compared to April 2021. Core inflation, which takes out food and...


Jun 9, 20212 min read
Higher metals prices boosted equity financings in May
Many have heard the euphemism of the Mining Finance Window. The chart below, showing Capitalight's Mining Finance Window Index visually,...


Jun 5, 20211 min read
An unusually tight minute-to minute fit
The chart below highlights the tight relationship of gold with the US dollar this last week and, more importantly, the perceived impact...


Jun 4, 20211 min read
US employment is still 7.6 million below pre-Covid levels
US employment is still 7.6 million below pre-Covid levels. The Fed will maintain an easy monetary policy (i.e., no interest rate hike)...


Jun 1, 20212 min read
2 Minute Monthly Wrap-up
The biggest data buzz in May was around inflation. The US Consumer Price Index increased 4.2% from a year earlier.
Savvy Tidbits
Insightful snippets from Capitalight Research
bottom of page