Using artificial intelligence for stock and investment research (for the best possible outcomes)

Posted on by The Toolkit

Imagine you could use AI for stock and investment research. Well, you can. I’ve been enjoying working with ChatGPT + Bard over the last few months and I’m sure my process will help you: (plus whether you can expect it to tell you which stocks to buy) First of all... Consider ChatGPT/Bard as your very … Continue reading Using artificial intelligence for stock and investment research (for the best possible outcomes)

Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Posted on by The Toolkit

It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)

Posted on by The Toolkit

Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk being appointed as new CEO), so... Here's an overview plus their outlook for the commodity: Freeport produced more copper than BHP … Continue reading Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)

This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)

Posted on by The Toolkit

Robert Friedland has made billions from mining. He founded Ivanhoe Mines* in 1993, now worth a whopping $18B. The man truly knows copper. Even if you don't agree with everything he says. He has BOLD views on the metal. Here's what he sees ahead: The physical market is very tight, and now in deficit. In … Continue reading This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)

Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)

Posted on by The Toolkit

When it comes to copper and the future, the challenges ahead for investors are quite clear to me. This a topic I've spent years working on (a big portion with my father, a copper porphyry expert involved in the Escondida discovery) hence very dear to me, both personally and professionally. So I've thought A LOT … Continue reading Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)

Top 9 cheap information sources for mining investors

Posted on by The Toolkit

Keeping up to date with the markets is a race that never stops. Check out these gems and thank me later: (a little bonus ahead too) Commodities on Reuters Get a snapshot of what's happening with commodities, and save news for later. Can even save topics of interest to 'your view'. Free https://www.reuters.com/markets/commodities/metals/news/ Commodities on … Continue reading Top 9 cheap information sources for mining investors

Glencore’s copper 2040 outlook is DARING

Posted on by The Toolkit

Glencore is the 3rd largest mining company and valued at $70 billion. They are betting BIG on growth. Given their 2040 outlook, particularly for copper, hard to fault their investment strategy. Here's what they see ahead and what we can all learn: In their base case, $GLEN views copper production falling -36% by 2040 (from … Continue reading Glencore’s copper 2040 outlook is DARING

The Mining Investor Toolkit (and how it can help you become a better investor)

Posted on by The Toolkit

I started posting long-form content about 18 months ago. I was in for a shocking ride. Today, we have over 30K followers across platforms (from ~5K). I never expected you'd enjoy these posts so much (and I'd keep wanting to write, to be honest)! A few months in, I decided to also publish them on … Continue reading The Mining Investor Toolkit (and how it can help you become a better investor)

Here’s exactly where copper is headed in 2024… buckle up!

Posted on by The Toolkit

Top investment banks assumed they knew what was coming for copper in 2024. But things have changed over the last few weeks. BMO, Deutsche Bank and others say we're in for a surprise: During LME Week in October, sentiment was gloomy. ICSG even forecasted a surplus of nearly half a million metric tons. Large mine … Continue reading Here’s exactly where copper is headed in 2024… buckle up!

US proposes changes to the IRA in move to exclude China (and Russia) from benefits

Posted on by The Toolkit

The US proposed new regulations as part of the IRA to limit Chinese/Russian content for EVs. With China's leading role in raw materials and batteries, this could have a BIG impact. Here are some of the implications for anyone investing in lithium or EVs: Some stocks will benefit, and others will be shunned (will get … Continue reading US proposes changes to the IRA in move to exclude China (and Russia) from benefits