1. While the S&P 500 rebounded last week, we believe sustained optimism depends on the Fed signaling a more aggressive rate-cut trajectory than currently anticipated to prevent a recession
2. Another major gold M&A deal brings additional good news for gold juniors
3. On average, gold producer valuations are 18% lower than the past three instances when gold surpassed US$2k/oz
4. Favorable sector developments for an adtech company under coverage
5. Three out of five key statistically significant factors indicate potential weakness in near-term Bitcoin prices
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