XAU/USD
Gold
2,438.60
+0.42%
XAG/USD
Silver
31.12
+0.18%
HG
Copper
4.57
+0.66%
WTI
Oil
81.64
-0.31%
U3O8
Uranium
86.40
+1.08%
USD INDEX
DXY
104.20
-0.09%
FX
AUD/USD
0.6621
+0.14%
XJO
ASX200
7,892.30
-0.22%
HH
Natural Gas
2.34
+1.42%
ZW
Wheat
582.5
-0.58%
REX
Rare Earths
1,186
+0.75%
NI
Nickel
16,740
+0.32%
US10Y
US 10Y Yield
4.23%
-0.04%
BRENT
Brent Oil
84.12
-0.21%
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Investment Monitors
Institutional investment reports with BCVM™ operating analysis, intrinsic value assessment and strategic asset intelligence.
All | Gold | Silver | Copper | Uranium | Lithium | Oil | Developers | Producers | ETFs
Sort: Latest | Highest BCVM Score | Most Bullish | Highest Value | Recently Updated
NYSE: NEM
Gold Investment Monitor
Strong Buy
Featured
84 / 100
Updated 04 Aug 2026
Bullish
Above Value
Attractive
Moderate
18 pages
12 min read
View Investment Monitor →
Real-rate pressure is easing as monetary demand and constrained supply continue to support the strategic gold cycle.
Rising
Supportive
Attractive
View Investment Monitor
NYSE: WPM
Silver Investment Monitor
Buy
Updated Today
76 / 100
Updated 04 Aug 2026
Bullish
Fair Value
Attractive
Moderate
16 pages
10 min read
View Investment Monitor →
Industrial demand and a strengthening precious-metals complex support silver’s asymmetric upside case.
Rising
Supportive
Attractive
View Investment Monitor
NYSE: FCX
Copper Investment Monitor
Buy
New Research
72 / 100
Updated 04 Aug 2026
Neutral
Fair Value
Balanced
Moderate
20 pages
14 min read
View Investment Monitor →
Structural electrification demand remains intact while mine supply expansion continues to face execution risk.
Rising
Balanced
Fair
View Investment Monitor
NYSE: CCJ
Uranium Investment Monitor
Strong Buy
Premium
88 / 100
Updated 04 Aug 2026
Bullish
Above Value
Attractive
Elevated
22 pages
15 min read
View Investment Monitor →
Contracting activity and durable reactor demand continue to tighten a market with limited near-term supply response.
Rising
Supportive
Attractive
View Investment Monitor
ASX: LTR
Lithium Investment Monitor
Neutral
Updated Today
54 / 100
Updated 04 Aug 2026
Neutral
Fair Value
Balanced
High
17 pages
11 min read
View Investment Monitor →
Supply rationalisation is progressing, but pricing still requires confirmation before a durable valuation re-rating.
Stabilising
Mixed
Fair
View Investment Monitor
NYSE: XOM
Oil Investment Monitor
Caution
Premium
46 / 100
Updated 04 Aug 2026
Bearish
Below Value
Full
Moderate
14 pages
9 min read
View Investment Monitor →
Demand remains resilient, yet elevated policy risk and a balanced supply outlook temper the risk-adjusted case.
Mixed
Mixed
Full
View Investment Monitor
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Weekly Reviews Published
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18
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Members
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147
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14
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04 Aug 2026
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RESEARCH TERMINAL / LIVE WORKSPACE
● SYSTEM LIVE
LIVE OEI™ DASHBOARD
62 / 100
CONSTRUCTIVE • LIVE
WATCHLIST
12 ACTIVE NAMES
3 HIGH CONVICTION
LATEST RESEARCH FEED
04 NEW
UPDATED TODAY
RESEARCH CALENDAR
AUG 04
WEEKLY REVIEW LIVE
MACRO DASHBOARD
38 SIGNALS
LIQUIDITY • POSITIVE
ALERT CENTRE
06 LIVE
PRICE • THESIS • RISK
RECENTLY UPDATED REPORTS
18
MEMBER LIBRARY
LIVE BCVM™ COMPOSITE SCORE
78 / 100
BULLISH • ACTIVE
LEAD ANALYST NOTE
Gold remains the highest-conviction macro expression as real-rate pressure eases and central-bank demand remains persistent.
Updated 09:42 AEST
RESEARCH CALENDAR
12 Sep • US CPI release
18 Sep • FOMC decision
20 Sep • Weekly Review
25 Sep • Gold monitor update
PORTFOLIO WORKFLOW
Watchlist • 12 active names
New BCVM™ upgrades • 3
Reports ready to review • 4
Alerts triggered today • 6