Record-Breaking Gains in Gold and Global Indices Set the Stage for Muskoka’s Premier Capital Event

As we close out the 2025 CEM series of capital market events this weekend, gold keeps shattering records, silver is rising in its wake, and global stock markets are holding near their all-time highs.

It’s a rare and powerful convergence of hard assets and equities, the kind of market alignment that signals major shifts in capital flows and sets the stage for the next wave of portfolio powerhouses.

Ryan Iverson, CEM Partner and Portfolio Manager, says the dual rally of precious metals and critical commodities alongside equities signals a pivotal shift in investor behaviour, reflecting a dramatic change in how global capital is being deployed.

"On one side, safe-haven demand for precious and critical metals is surging as investors respond to geopolitical tensions, currency instability, and questions about central bank independence. On the other, equity markets are fuelled by innovation and abundant liquidity, with capital chasing growth stories across multiple sectors," he said.

Against this extraordinary market backdrop, this weekend’s Muskoka Capital Event will take place in the heart of Ontario’s scenic cottage country, where about 50 of North America’s most promising growth-stage companies will engage in scores of one-on-one meetings with top-tier capital market players and investors.

“It’s a rare chance to see emerging leaders across multiple sectors, all in one place, at a time when the markets are demanding both vision and resilience," said Iverson, who will host the summit’s signature Investor Breakout Exchange (IBE) Forum, which will select the Top Picks and Outstanding Performers from among participating companies.

Over the past two years, The Forum has built an impressive track record of identifying companies with the potential to become tomorrow’s market leaders, consistently spotlighting their high-growth stories in the IB Newsletter before they break out.

This success was on full display over the past 12 months, when four Top Picks from the 2024 Muskoka Capital Event delivered a combined performance up 102.48% year-over-year.

This weekend the Top Picks and Outstanding Performers will be selected from these companies:

Allied Critical Metals

Luca Mining

Angkor Resources

Microbix Biosystems

Atlas Salt

Midnight Sun Mining

Brixton Metals

MustGrow Biologics

E3 Lithium

NEO Battery Materials

Eminent Gold

NeoTerrex Minerals

First Phosphate

Nuvau Minerals

Frontier Lithium

Ocumetics Technology

Gold Terra Resource

Relevant Gold

Gunnison Copper

Rua Gold

Halcones Precious Metals

Silver47 Exploration

Hayasa Metals

Skeena Gold + Silver

Hemisphere Energy

Skyharbour Resources

Highland Copper Company

Sranan Gold

Homeland Uranium

Standard Uranium

Honey Badger Silver

TempraMed

Hydreight Technologies

Thiogenesis Therapeutics

IDEX Metals

Tiger Gold

InPlay Oil

Trident Resources

Laiva Gold

ValOre Metals

LibertyStream Infrastructure Partners

Voyageur Pharmaceuticals

Libra Energy Materials

White Gold

Light AI

Yukon Metals

Lithium Royalty

Zeus North America Mining

Last year’s Top Picks in Muskoka

The momentum from four of last year’s Top Picks in Muskoka proves why the IB Newsletter delivers a front-row seat to market-moving opportunities

Midnight Sun Mining Corp (TSXV: MMA)+363%

Northstar Clean Technologies Inc (TSXV: ROOF)+67%

Relevant Gold Corp (TSXV:RGC)+54%

Borealis Mining Company Ltd (TSXV:BOGO)+33%

Other top performers include:

Onyx Gold Corp (TSXV: ONYX)+736%

Amarc Resources Ltd (TSXV: AHR)+650%

Next week, get ready for an exclusive first look at the Top Picks and Standout Performers from the 2025 Muskoka Capital Event. These are the companies poised to shape the markets and you’ll see them here first. Results go live Thursday, Oct. 2

Stay informed. Stay ahead. Stay with the Investor Breakout Exchange:X | Facebook | LinkedIn | Instagram | YouTube | TikTok

Warm Regards and Happy Investing!

Editor, Investor Breakout NewsletterFabian Dawson