Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
2025 finished the way it started – metals and mining stocks outperforming and big tech underperforming...While there are good reasons for this sector to continue its outperformance, the prices of underlying commodity prices are beginning to look quite stretched...A reversal in metals prices could present a headwind for metals and mining stocks although many mining companies have not fully adjusted to current metals prices anyway.
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