When Sean Brodrick predicted gold would hit $3,500, most analysts thought he was crazy …
He nailed it almost to the day.
Now he says the escalating violence in Mexico could be "handing you an opportunity …"
Mexico is the world's largest silver producer, responsible for roughly one-quarter global mine output.
So, any disruption hits the perceived silver supply directly.
And when cartel violence disrupts key mining regions, the market reacts fast …
Like it is right now.
Silver jumped nearly 6% in a single day … Gold moved higher too.
Naturally, as metals rose, many mining stocks followed suit.
But some didn't …
When fear hits quality assets, it often creates repricing.
Mines, transport routes and insurance for moving silver bars within Mexico are all being flagged as structurally higher risk.
And, thus, more costly. So, where's the opportunity?
Some silver and gold miners with strong fundamentals are getting sold simply because of perception … providing investors with potentially steep discounts.
But make no mistake: This violence will pass.
When the situation stabilizes, the discounts could disappear just as quickly.
Sean believes gold could reach $10,000 an ounce this cycle … and silver could climb as high as $400 — roughly 3x current levels.
If Sean's right about $400 silver, the miners he's identified could deliver meaningful returns.
But the window created by the Mexico disruption won't last.
And when fear clears, the opportunity will vanish.
Access Sean's free presentation before this window closes.
Chris Hurt
Devon Energy Bets on Scale With Coterra Acquisition
Authored by Chris Markoch. Posted: 2/15/2026.
Key Points
- Devon Energy’s all-stock merger with Coterra reflects accelerating consolidation across a maturing U.S. shale industry focused on efficiency over expansion.
- The combined company gains geographic diversification and scale, but investors are watching closely for dividend sustainability and potential EPS dilution.
- Analysts have responded positively, with price targets suggesting upside, though volatility may persist ahead of Devon’s upcoming earnings report.
- Special Report: [Sponsorship-Ad-6-Format3]
It was a buy-the-rumor, sell-the-news week for Devon Energy (NYSE: DVN). On Feb. 11, the company announced an all-stock merger with Coterra Energy (NYSE: CTRA). If approved by shareholders of both companies, the deal would create a roughly $58 billion energy company.
DVN stock rose nearly 4% before the announcement, then fell about 2.2% on Feb. 12. That price action isn't uncommon; merger news can attract some investors while prompting others to take profits or step aside.
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Adding to the volatility, Devon Energy is scheduled to report Q4 2025 earnings after the market close on Feb. 17.
Investors and analysts will be watching for management's tone on merger approval — and one key area of interest will be the company's dividend.
Why Coterra? And Why Now?
The timing reflects ongoing consolidation in the oil-and-gas industry.
With the U.S. shale industry maturing, companies are increasingly focused on operational efficiency rather than simply drilling more wells — particularly with demand forecasts softening for 2026. The combined company would gain scale, diversification and resilience, which matters while the price of oil remains under pressure.
The merger also adds geographic diversity. Coterra primarily operates in the Marcellus Shale (northeast Pennsylvania), the Anadarko Basin (Oklahoma) and the Delaware Basin (southeast New Mexico and Texas). Devon is concentrated in the Delaware Basin; the combination expands its footprint and reduces sensitivity to regional swings in production and prices.
All Eyes Will Be on the Dividend
Because oil and gas stocks are highly cyclical, large-cap producers like Devon often use dividends to return value to shareholders in a volatile sector.
DVN stock's dividend currently yields 2.18%, or $0.24 per share quarterly. Meanwhile, Coterra's dividend yields 2.86%, or $0.22 per share quarterly. The companies have announced plans for a $0.315-per-share dividend once the merger closes, which would be roughly a 31% increase from Devon's current payout.
The deal being all-stock is important because it avoids adding significant debt to fund the transaction. That matters in an industry that is highly sensitive to commodity prices — if oil and gas prices decline, a heavily leveraged company would be more vulnerable.
However, an all-stock deal increases the share count and can dilute earnings per share (EPS). The combined company will need to generate enough cash to sustain — and ideally grow — the dividend over time.
Investors and Traders May See the Merger Differently
Income-focused, buy-and-hold investors may view the deal positively. It creates a larger, more resilient shale producer, and Devon's planned move of operations to Houston strengthens ties to a major energy hub.
Short-term traders and yield-focused investors, by contrast, may prefer to wait for more clarity about the dividend's sustainability and growth prospects before committing capital.
Analysts Are Signaling Approval
Following the announcement, Raymond James raised its price target on DVN to $52 from $44. Several other analysts have set targets of $50 or higher since the start of the year.
A move to $50 would be about 10% above the current consensus price and roughly 20% above DVN's Feb. 12 close.
Expect volatility in the week leading up to the earnings report. Investors on the sidelines may prefer to wait for the results and management's commentary before getting involved.
3 Standout ETFs With a Proven Track Record of Success
Authored by Nathan Reiff. Posted: 2/23/2026.
Key Points
- In the last five years, three ETFs have generated returns of 150% or more.
- These funds include a unique angle on the Greek economy, a broad uranium and nuclear energy play, and an equal-weight approach to the U.S. energy sector.
- External factors suggest that momentum might continue for each of these funds into the foreseeable future.
- Special Report: [Sponsorship-Ad-6-Format3]
The world of exchange-traded funds (ETFs) is expanding and evolving rapidly, with investors funneling more than a trillion dollars into these products each year amid a steady stream of new launches. It's easy to get caught up in the noise. One straightforward way to pick through the crowd is to focus on long-term results.
Targeting ETFs with an impressive five-year performance record can help avoid the short-lived blips that often accompany flashy trend funds. Multiple years of success don't guarantee future outperformance, of course, but the funds below all stand out for sustained, strong track records.
GREK Provides Unique Exposure to the Ups (and Downs) of the Greek Economy
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The Global X MSCI Greece ETF (NYSEARCA: GREK) remains the only pure-play Greek ETF, providing exposure to roughly 30 companies domiciled in Greece. Unlike some single-country funds, GREK can be highly volatile because it moves in step with the often-unstable Greek market. Recently, however, Greece has performed well, and projections of 2.2% growth in 2026 could outpace many other European nations.
Nearly half of GREK's portfolio by weight is concentrated in just four stocks, all from the financials sector and representing some of Greece's largest banks. Other significant sector exposures include industrials and consumer discretionary names.
That heavy tilt toward banks means GREK can deliver outsized gains when the economy is booming—the fund has returned an impressive 193% over the past five years—but it can falter during broader European economic turbulence.
Because of that volatility, GREK may be better suited for tactical exposure rather than a buy-and-hold core holding. The fund also offers a dividend yield of 3.21%, a nice complement to its recent performance.
NLR Is a Costly Nuclear Bet, but Many Factors Point to Continued Growth
After an outstanding rally through much of 2025, the clean-energy-focused VanEck Uranium and Nuclear ETF (NYSEARCA: NLR) pulled back into 2026. Still, it has returned about 11% year-to-date and more than 196% over the past five years as nuclear energy gains renewed regulatory and market support in the U.S. and abroad.
While several nuclear-focused ETFs have become popular, NLR's dual approach is appealing: it offers exposure to the nuclear power industry and to companies that produce uranium, covering multiple segments of the nuclear value chain.
The fund is relatively concentrated, with just over two dozen positions, but those holdings span regions including the United States, Canada, Australia, China and more.
NLR stands to benefit from growing demand for low-carbon power for AI and data-center needs, and from potential regulatory easing that could accelerate nuclear adoption. Against that backdrop, an expense ratio of 0.56%—high by ETF standards—may be reasonable for investors seeking targeted exposure to this niche.
Equal-Weighting Approach to the S&P's Energy Names
The Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA: RSPG) has returned more than 153% over the past five years, driven by its near-equal weighting approach across the energy names represented in the S&P 500.
RSPG holds roughly two dozen names that are nearly equally weighted, so the largest companies, like the $637-billion Exxon Mobil Corp. (NYSE: XOM), don't dominate the fund's performance.
Because the energy sector encompasses exploration and production firms, refiners, storage and transport companies, and more, RSPG doesn't take a narrow thematic bet. Instead, it captures broad sector exposure as reflected in the S&P, meaning broad strength across energy tends to benefit the fund.
The fund also pays a dividend yield of 2.11%, which may appeal to longer-term investors.
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