Silver Linings Ahead
Published on LinkedIn by Robert Maltbie, CFA (July 22, 2025)
Written by Hubble Ray Smith, this article explores the bullish case for silver, which has reached its highest price in 13 years. Robert Maltbie outlines strong macro tailwinds—rising industrial demand, limited supply, and favorable valuations—and highlights investment opportunities in Pan American Silver, Wheaton Precious Metals, and the Shares Silver Trust. He also discusses rare earth producer MP Materials, emphasizing long-term upside potential in undervalued commodities.
The Cold Shower
Published by Singular Research (April 2025)
In this report by Singular Research, Ray Smith details Robert Maltbie’s “cold shower” analogy for the short-term pain of proposed tariffs and highlights the long-term economic benefits—capital realignment, a surge of foreign investment into U.S. industries, and the Department of Government Efficiency’s waste-cutting measures that unlock productive growth.
Two Unloved Stocks to Buy And Three to Dump
Published by Barron’s
In this interview with Barron’s, Robert Maltbie discusses his stock picks, highlighting two undervalued small-cap companies with growth potential and identifying three large-cap stocks he believes are overhyped and primed for a downturn. Maltbie provides insights into his long-short strategy, focusing on underfollowed stocks with attractive valuations.
Robert Maltbie Featured in IBD
Published by Investor’s Business Daily (March 11, 2025)
Robert Maltbie shares insights on the current market landscape, discussing key investment trends and economic realignments shaping the financial sector in 2025.