WallStreetWindow.com

Pasofino Gold:  TSX.V:VEIN Our stock pick of the month for November 2025 is Pasofino Gold With gold prices skyrocketing to nearly $4,000 an ounce it is tough to find cheap near production plays. With gold at these levels, investors are willing to pay premiums for potential cash flow and profits that will come from production. Small producers or near production companies are mostly trading in the hundreds of millions of market cap or more.

Carlyle is a unique play because it is not a pure junior in the sense that it is currently drilling a property etc. Carlyle sold their Flagship Newton Gold Project to Axcap Ventures (AXCP.C), a junior conglomerate that has numerous properties. What I like about the sale is the terms are very good for Carlyle and it gives them more exposure to more properties, and it also means the company does NOT need to finance or dilute any time soon.

Our pick for this month is one that picks all of the criteria I like. Before I begin, let me talk about the company. Let me show you what I call my 5 ps of Junior Investing. I originally read this from Doug Casey (added a bit too it myself). The 5 Ps People – This is the most important aspect of a junior company. The people who run the deals , they put the properties in them, they raise the money, they deal with the regulations , raise the money etc..

Our pick for this month is one that picks all of the criteria I like. Before I begin, let me talk about the company. Let me show you what I call my 5 ps of Junior Investing. I originally read this from Doug Casey (added a bit too it myself). The 5 Ps People – This is the most important aspect of a junior company. The people who run the deals , they put the properties in them, they raise the money, they deal with the regulations , raise the money etc..

Our stock pick of the month for October is Fitzroy Minerals. This is a Copper gold explorer with a drill ready high grade Copper/gold project and a district scale Copper project surrounded by majors in Chile and an early stage gold project in Argentina. Firstly, they are in two metals that have long term demand.

A fascinating Google study of how Generation Z consumes online news provides us an insight into how living online has altered the way humans think. Years of what is now termed memetic engineering, in social media feeds, has changed the way brains function, but it is possible that this process can be reversed. Generation Z consists of people born after 1995 that are under 30 years of age.

The big US stocks dominating markets and investors’ portfolios just reported a truly-spectacular quarter. Their collective revenues neared record levels, driving their highest earnings ever witnessed. Yet despite all that, risks abound. The US stock markets have never been more concentrated, relying on fewer and fewer companies. Valuations remain deep into dangerous bubble territory, and market fragility signs are mounting.

The gold miners’ stocks look to be nearing a crucial psychological tipping point. After years of mostly being ignored, this small contrarian sector seems on the verge of roaring back into favor. When gold stocks grow popular and traders increasingly chase them, their gains grow massive. More than doubling in individual uplegs isn’t unusual, and total bull-market returns can easily exceed an order of magnitude.

What is termed as “memetic engineering” is now on full display in this political election, and it’s going to play a huge rule in shaping people’s minds this year, as a successful meme campaign overseas can demonstrate. First, let’s talk about what is happening in the US. We live in a polarized era where internet algorithms deliver up the content that is uniquely catered to their users, putting them in their own personal bubble.

The gold miners’ stocks have blasted higher to a powerful upside breakout this month. Amplifying gold’s underlying surge, they’ve achieved major new bull-market highs. Yet despite that big rallying, gold stocks remain undervalued relative to the metal they mine that drives their earnings. They still need to mean revert much higher to reflect prevailing gold prices, with momentum buying fueling a proportional overshoot.