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This will have to be brief, but two positive news releases from NGEX Minerals and International Petroleum. I like to have a stress-free holiday - thank you, Lundin Group companies, for helping. International Petroleum Corporation released Q4 numbers and guidance for 2026. It also projects free cash flow for the next four years and beyond. International Petroleum (TSX: IPCO, Market Cap C$3.4bn (£1. 82bn ). Share price C$30.54 (1645p). 7.0% of JIC Portfolio). (In the portfolio

I'm travelling around Mexico for the next 16 days. I have my laptop, but given the time difference and dodgy internet, I cannot guarantee normal service! Volatility up: It was a volatile week for global markets, characterised by a sharp rotation in sentiment. Volatility spiked, signalling growing caution (often short-lived), among investors. We saw a clear divergence: "old economy" indices like the Dow Jones Industrial Average and the FTSE 100 pushed higher, while technology

BH Macro Ltd (BHMG.L) Index/Sector: FTSE Mid 250 Market Cap: £1.39bn Price: 421p Allocation: 7.5% of the Funds’ Portfolio and JIC Portfolio Website with more information: HERE Latest factsheet: HERE Revisiting the Strategy Long-term readers of my diary will recall that I previously held a position in BH Macro within the Funds’ Portfolio in 2023. Although I sold that position for a loss on January 10, 2024, the share price has since risen by 16%. That is acceptable as the

Gold Price: From an RSI of 88 to 52 in a day!

Gold price ($ per oz.)