• Gold’s momentum continues, with technical indicators suggesting there’s still room to run.
  • Rare earths rebound, drawing renewed investor attention amid U.S.–China trade tensions.
  • Healthcare insider buying hints at long-term value opportunities as the sector steadies.

In his latest Market Thoughts update, Bruce Campbell from StoneCastle shares his take on what’s shaping investor sentiment this October — from gold’s persistent rally to a surprise comeback in the rare earth sector.

Despite a brief correction last week, Campbell notes that both the S&P 500 and the TSX have quickly rebounded, with indicators across all time frames pointing back toward bullish momentum.

This article is a journalistic opinion piece which has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice.

He points out that gold continues to hit record highs, supported by strong technical signals and investor confidence, while rare earths, once “left for dead,” are drawing renewed attention amid shifting trade dynamics between the U.S. and China.

Looking beyond commodities, Campbell highlights a wave of insider buying in the healthcare sector — a potential early sign that long-term value may be building after a year of sideways performance. Although still in its early stages, he suggests it could indicate where “the puck’s heading” in the months ahead.

Overall, Campbell’s commentary paints an optimistic picture of market resilience and sector rotation, encouraging investors to keep a close eye on gold’s staying power and emerging opportunities in both rare earths and healthcare.

Watch the full video for his complete analysis and to see which trends may carry through into year-end.

Join the discussion: Find out what the Bullboards are saying about Gold prices and check out Stockhouse’s stock forums and message boards.

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