November 19, 2023 — Issue No. 743

Dear Subscriber,

Last week’s meeting between the Presidents of the United States and China in San Francisco took center stage, highlighting the paramount importance of this global relationship in managing escalating tensions. 

In the Weekly Market Digest, the September US consumer price index was below the previous month and analyst expectations, supporting the broad US equity markets, commodities, and resource equities.

I am heading home in a few hours from the 2023 Yukon Geoscience Forum and Trade Show in Whitehorse and will be departing for a site visit to some projects in the western US later in the week; therefore, I will keep today’s letter brief.  

In Stock Talk, the big news was the final sale of a major diversified miner’s coal assets to another behemoth. One of the drags on last week’s portfolio performance was the disappointing maiden drill results from a Yukon prospect. Finally, a prospect generator in Mexico provides an update on another joint venture with a major.

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