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Editor’s Note: Please see this message from our friend, tech legend Jeff Brown, founder of Brownstone Research. He says his colleague – Wall Street insider Jason Bodner – made a shocking discovery about the stock market that could send certain stocks soaring beginning August 14. Details below.
Hi, Jeff Brown here.
On Wednesday, July 29, at 8 p.m. ET, my colleague Jason Bodner is going on camera for a special briefing: The Nasdaq “Glitch.”
I urge you to attend.
Register here for free with a single click.
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You see, Jason is a quantitative analyst, a former Wall Street insider, and one of the main people I rely on for market insights.
He’s spent 25 years inside the Wall Street machine, where he discovered a strange market anomaly that can detect big stock moves weeks in advance.
Jason calls it the Nasdaq “glitch”…
The last few times this glitch appeared, certain stocks shot up 825%… 2,105%… and even 4,496% in a very short time.
And right now, it’s flashing green on a new set of stocks – all of which could start soaring as soon as August 14.
When you join Jason next Wednesday, you’ll discover:
● What this “glitch” is – and why it’s possible to detect big stock moves weeks in advance.
● Why it’s especially effective on AI stocks.
● The name and ticker of Jason’s #1 stock – one he believes could start climbing as soon as August 14 – for free.
● And much, much more.
If you’re looking for the chance to potentially capture triple or even quadruple-digit gains in a matter of weeks and months, this event is for you.
Register instantly here.
Clicking the link above will opt you into emails from Brownstone Research and The Opportunistic Trader, including The Bleeding Edge daily E-letter. You can unsubscribe at any time. Please view our Privacy Policy for more details.
Sincerely,
Jeff Brown
Founder & CEO, Brownstone Research
P.S. Jason spent years inside the Wall Street machine, where he placed trades as big as $1 billion for hedge funds and big banks.
He saw up close what happens right before a stock takes off. In fact, he helped cause some of the biggest moves.
That’s how he discovered this glitch – and built a one-of-a-kind system to detect it, so everyday folks can get ahead of these moves, too.
Using it, you could have turned every $10,000 into $92,500… $220,500… or even $459,000.
No options. No high-risk penny stocks.
Just buying and selling stocks through your existing brokerage account.
You’ll get the details when you register here.
Clicking the link above will opt you into emails from Brownstone Research and The Opportunistic Trader, including The Bleeding Edge daily E-letter. You can unsubscribe at any time. Please view our Privacy Policy for more details.
Buyer Beware: These 2 Stocks Charts Just Displayed a Death Cross
By Jessica Mitacek. Posted: 7/10/2026.
Key Points
- Both Hertz Global Holdings and Kinross Gold recently formed death cross patterns, a bearish technical signal suggesting further downside price action may follow.
- Hertz has slashed its profit guidance, faced dilution concerns from a debt and borrowed-share offering, and hit a fresh 52-week low amid a consensus Reduce rating.
- Kinross Gold has fallen more than 39% since its all-time high as gold prices slumped, though short interest and institutional selling have both increased.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Of all the bearish indicators in technical analysis, perhaps none is more ominous than the death cross.
For beaten-down stocks, this trend-confirmation pattern appears when the short-term 50-day moving average crosses below the long-term 200-day moving average, suggesting more downside may be ahead.
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Shares available at $0.79 through July 30. Invest today.And while sharp pullbacks and corrections can sometimes signal a potential bottom, a reversal, or even a buying opportunity, the death cross can often indicate that bearish momentum is strengthening.
That appears to be the case for Hertz Global Holdings (NASDAQ: HTZ) and Kinross Gold (NYSE: KGC), as sentiment, ratings, and fundamentals all support what the death cross has already suggested. For investors looking for value opportunities, these two stocks may be best left off the watchlist.
Hertz: Dilution, Depreciation, and a Slashed Profit Outlook
Hertz has been here before, and not long ago.
The previous death cross on Hertz’s one-year chart occurred on Nov. 28.
That was followed by a 26% loss before the stock bottomed and rallied to its year-to-date high on April 20.
But a range of factors—many of which had remained in place since the prior death cross—came to a head in Q2. Hertz lowered its guidance to a range of $50 million to $80 million as weaker used-car values increased depreciation pressure across its rental fleet. At the same time, investor sentiment deteriorated further after the company raised capital through a $350 million debt package and a related $100 million borrowed-share offering, which involved more than 37 million borrowed shares and raised concerns about leverage and dilution.
Those factors culminated in a 41% single-day loss on June 24. Then, in early July, a second death cross appeared on Hertz’s one-year chart.
The stock recently hit a fresh 52-week low after losing nearly 60% in the past month alone and about 70% over the past year. Since its five-year high in November 2021, HTZ has plunged more than 94%.
Hertz has missed on earnings in 10 of the last 13 quarters. In Q1, the company reported a 92% year-over-year reduction in operating cash flow growth, while earnings per share (EPS) growth slipped more than 130% from the prior quarter.
On June 30, Morgan Stanley lowered its price target on Hertz from $5 to $3.50. The stock carries a consensus Reduce rating, short interest now exceeds 17% of the float, and HTZ sports a beta of 2.2, suggesting its recent bout of volatility is not yet in the rearview mirror.
As Gold Tumbles, So Too Does Kinross
Since the start of 2024, Kinross Gold has mirrored the record-setting gains in the precious metals market.
That years-long rally has been good to gold stocks in general, but it has been especially beneficial to Kinross, which operates six active gold mines located in Brazil, Mauritania, and the United States.
The stock has gained more than 550% from January 2024 to Jan. 28, 2026, when it hit its all-time high (ATH).
But Q2 told a different story. After gold prices posted their worst quarterly performance in 13 years, Kinross fell out of favor with commodities traders.
Since its ATH, the stock is down more than 39%, and on the last day of June, a death cross emerged on KGC’s one-year chart:
Because Kinross’s performance is closely tied to the spot price of gold, the stock sold off alongside the precious metal as investors locked in profits after a multi-year run-up. Gold is now mired in a bear market, as a rebound in the U.S. dollar and rising inflation have fueled speculation about interest rate hikes that, if they materialize, could continue to incentivize investors to rotate out of the metal and into yield-generating securities.
Kinross beat earnings in 13 of the last 14 quarters, and in 2025, the Toronto-based mining company reported record revenue, net income, and free cash flow. But the company’s forward production guidance is mostly flat at around 2 million ounces per year through 2027.
At the same time, CapEx has grown more than 56% from $764 million in 2022 to nearly $1.2 billion last year. Despite a Moderate Buy rating, short interest is currently 26% higher than it was the month prior, while institutional selling has increased in four of the past five quarters.
Why Gold Miners Could Be the Market's Biggest Comeback Story
By Jeffrey Neal Johnson. Posted: 7/20/2026.
Key Points
- Gold mining stocks have fallen 35% to 45% over two quarters even as physical gold holds near $4,000 an ounce amid central bank buying.
- Temporary diesel cost spikes from Middle East tensions squeezed miners' margins, but falling energy prices and China's crackdown on paper gold trading could drive a rebound.
- Agnico Eagle Mines trades near an 11 forward P/E after a Barnat pit suspension, while Gold Fields trades at 6.4 forward P/E with a 3.8% dividend yield despite Ghana lease uncertainty.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Investors searching for top-rated dividend and value stocks in the commodities sector are facing a striking disconnect right now. Physical gold has established a floor near $4,000 an ounce amid sustained central bank accumulation and rising geopolitical friction.
Global central banks are aggressively hoarding bullion to diversify away from fiat currency risk, creating a persistent underlying bid in the physical market. Yet gold mining equities have suffered a punishing 35% to 45% pullback over the last two quarters.
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Two monitors at a desk. One cramped laptop screen everywhere else. A different setup every time the location changes.
This company's technology turns any laptop into a virtual workspace with up to five monitors, wherever the work happens. Home office. Hotel room.
1.5M+ users already work this way, many spending 40-60 hours a week inside the platform. It makes it easier to stay focused and productive without missing a beat when context-switching.
The company has real technology traction, including partnerships with Meta, Samsung, and Qualcomm.
Shares available at $0.79 through July 30. Invest today.The result is a scenario in which the underlying commodity is performing exceptionally well, but the businesses extracting it are being priced as if the sector were entering a severe recession. The current setup presents a classic mismatch, pitting record commodity prices against equity multiples that look more like those of a prolonged bear market.
Tremors of Profit: Positioning for Mean Reversion
This divergence presents a high-urgency oversold entry point. The market is broadly penalizing producers for localized operational hiccups and temporary macroeconomic headwinds.
When you evaluate the underlying financial health and future earnings potential of the top-tier producers, the recent sell-off appears highly exaggerated. For investors willing to look past the short-term noise, the prospect of margin expansion creates an attractive setup.
Clearing the Rubble: The Truth About Mining Margins
The recent multiple contraction across the mining complex represents a severe mispricing of temporary data. Earlier this year, escalating tensions in the Strait of Hormuz pushed Brent crude to roughly $115 a barrel. For open-pit mining operations, diesel fuel accounts for roughly 15% to 20% of cash expenses. The heavy machinery required to haul tons of rock relies entirely on steady, affordable energy prices.
This created a brutal double-shock scenario. Surging fuel costs inflated all-in sustaining costs (AISC) as spot gold prices pulled back. Markets panicked, dumping miners on fears of systemic, long-term margin compression.
Commodity markets are inherently cyclical, and energy shocks fade. As oil normalizes, the operational leverage inherent in these miners is primed for rapid upward mean reversion. Operational leverage is the mathematical engine of mining stocks.
When a miner produces gold at a cost of $2,000 an ounce and sells it at $3,000, the profit is $1,000. If the gold price rises to $4,000 while energy costs retreat, the commodity price increases by 33%, but profits rise far faster. The cost side of the ledger is stabilizing, while the revenue side is preparing for a structural upgrade from global markets.
China Is Forcing a Physical Gold Market
The fundamental setup for bullion is about to change permanently. By July 24, 2026, Chinese regulators will force a profound structural shift by requiring major financial institutions, including the Industrial and Commercial Bank of China, to halt retail paper gold trading linked to the Shanghai Gold Exchange.
For decades, paper gold contracts allowed speculators to influence prices without ever taking delivery of a physical bar. To flush out this leveraged speculation, Chinese authorities have already raised margin requirements to 140%. Retail traders are now forced to liquidate their paper positions or take physical delivery.
This regulatory purge strips away paper-market volatility and establishes a concrete physical demand floor. When you combine that floor with falling diesel prices, producers' profit margins expand significantly. The broader macroeconomic environment, characterized by sustained structural deficits in silver, copper, and uranium, is driving institutional capital toward hard assets. Gold serves as the bedrock of this rotation.
Agnico Eagle's Rebound Potential
One of the most glaring disconnects in the market today is Agnico Eagle Mines (NYSE: AEM). Shares are trading down about 19% year-to-date, retreating from a 52-week high of $255.24 to roughly $137. Agnico currently trades at a highly compressed forward price-to-earnings ratio of just 11. Historically, the company has commanded a premium valuation due to its high-quality operations in safe jurisdictions such as Canada and Finland.
The catalyst for this localized sell-off stems from a July 1, 2026, rock mass movement at the Barnat open pit at the Canadian Malartic complex, which forced a temporary suspension of mining operations. While Agnico continues to process stockpiled ore, the disruption threatens to cut production by up to 150,000 ounces annually in 2027 and 2028.
Options market pricing tells a compelling story. The current call-and-put skew indicates that market makers have aggressively priced in downside risk from the Barnat pit suspension ahead of the upcoming July 29 earnings report.
When options chains become this heavily skewed to the downside, they can set the stage for a sharp volatility crush. If management provides stabilized 2027 guidance that is even slightly better than the worst-case scenario, Agnico is positioned for an upward re-rating as institutional capital rushes back into the safety of a premier North American operator.
The Tactical Edge in Gold Fields
For investors prioritizing immediate cash flow while waiting for capital appreciation, Gold Fields (NYSE: GFI) presents a unique structural advantage. Trading at a low forward price-to-earnings ratio of 6.4, the Johannesburg-based miner has shed 28% this year, trading near $31 per share.
The heavy discount in Gold Fields is tied directly to sovereign risk. Ghana is advancing a mining law revamp that would limit lease renewals to 10 years and phase out stability agreements.
Gold Fields has applied for a 20-year extension for its Tarkwa mine, which produces 475,000 ounces a year and expires in April 2027. Markets hate uncertainty, and they are heavily discounting Gold Fields to account for the friction in West Africa.
The market is largely ignoring the asset diversification that is buffering Gold Fields' balance sheet.
The continuous production base of the Tier-1 South Deep operation in South Africa easily funds the current dividend and mitigates the localized friction in Ghana.
Gold Fields also offers a 3.8% dividend yield. This yield provides a total-return buffer during this temporary cost spike, making Gold Fields a superior hold compared to Agnico Eagle Mines' 1.3% yield for income-focused portfolios. Investors receive a steady yield while waiting for the Ghana lease resolution and the broader industry margin expansion to materialize.
Golden Horizons: Why the Valuation Gap Will Close
The fundamental math underpinning gold producers right now is highly compelling. The recent pullback driven by temporary energy spikes has created deep value across the sector, just as Chinese regulators force a transition away from speculative paper trading toward physical bullion accumulation.
Producers trading at single-digit or low double-digit earnings multiples while the underlying asset hovers near $4,000 an ounce represent a rare anomaly. Value-oriented investors may want to add these discounted miners to their watchlists as the broader institutional rotation into hard assets gains momentum in the second half of the year. The disconnect between physical metal prices and equity valuations rarely lasts long, and the upcoming earnings season could serve as the primary catalyst to close the valuation gap.
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