Are Cruise Line Stocks Finally Too Cheap to Ignore?

US stock futures edged higher ahead of a busy week for policy decisions and corporate earnings, with investors tracking several notable companies before and after Monday’s session. The Federal Reserve’s rate decision and fresh inflation data later in the week add to a backdrop of volatile energy markets and heightened geopolitical risk.

Silver has broken out of a decade-long channel, surging from $35 to $120 in six months, yet silver miners have lagged the metal’s performance. Despite FCF margins near 50% for silver miners at current prices, investor skepticism about the sustainability of high silver prices has kept valuations depressed. I like to focus on producers, near-term producers, and late-stage developers with scalable production potential, advocating broad, low-allocation exposure to mitigate mining-specific risks.

This year has been good for bank stocks after a hiccup in April because of Donald Trump’s “Liberation Day” tariff plans. Since then, markets have rebounded strongly and reached record highs, supported by the Federal Reserve’s interest rate cuts.