Niobium is the critical metal you never heard of. And there is a funny reason...
Niobium 101, the critical metal you never heard of
If you’re new to investing, this is just for you!
Niobium is the critical metal you never heard of. And there is a funny reason...
Gold had a cracking 2024. It reached an all-time high just below $2,780 in October, closing the year just above $2,600. Analysts expected it to end the year around the $2,700 mark. It almost did. Beyond that horizon…
Gold is soaring due to geopolitics chaos and overall uncertainty. Precious metals -and gold in particular- are considered a flight to quality move for investors. Given the pain is not over... Here's your “Gold Investing 101” to help you get started:
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both: Global investment in the energy transition hit $1.77 trillion in 2023 A … Continue reading The energy transition is winning (and here’s how you can, too, investor)
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:
Copper is the most important metal. While prices have been weak recently, this remains true: No copper, no energy transition! Hence, here's your “Copper Investing 101” to help you start or expand your exposure:
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
You don't need to be a geologist to invest in mining. There, I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it (and you can too):
Some sectors allow casual observers to easily waltz in, without much specific knowledge. Alas, mining & metals is not one of those sectors.
Value is in the eye of the beholder. Kind of.
Major players such as BHP and RIO have been saying this for a while. The amount of metals and minerals required for the energy transition is massive. Only 1 thing to do: more investment. Here are 5 basic strategies to start (or expand) your allocation: For reference, even the largest miners can't hold a candle … Continue reading How to Start Investing in the Energy Transition
All mines have a life... and it's finite. Also called life of mine -LOM-.
Investing in stocks is a journey that starts with knowing yourself. It continues with evergreen curiosity. Both benefit your portfolio. Here are 10 simple tactics that will make you a better investor: Figure out what you believe in. • Learn voraciously about those sectors/industries/stocks.• Read/listen/watch as much info as you can, given your schedule & … Continue reading These 10 strategies will make you a better investor, guaranteed
Lithium is the core of the batteries we use daily. Critical minerals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme.
(but if you listened, it would boost your portfolio) I've been investing for 16 years now. When you start things can be... interesting. If you're a relative newbie, and not getting results, hear me out: #1 The market is not against you. You're not getting returns because your strategy is sh*t 😳 #2 You second-guess … Continue reading 5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)
This tip comes to you from Tavi Costa, portfolio manager at Crescat Capital. 'Make sure you're buying something geologically sound.' Tavi Costa What does he mean?
This is a short post, but I am aiming to put forward the idea that you should start investing in stocks as early as possible. Why? Well, think about the bank account your parents/grandparents created for you, where they put some money to get you started in your financial life. It's like that, but you … Continue reading Why you should start investing in stocks in your 20s -or early 30s-
Investing in natural resources can be rewarding but it does have its challenges. There are lots of technical terms to understand, resources are sometimes located in risky & distant jurisdictions and from 100 exploration projects, less than 1 will become a mine. Yes, tough odds, but if you happen to buy into a company when … Continue reading The puzzle of investing in gold stocks: 5 things you must know before jumping in
Well, if you've read any of my previous posts or follow me in any of my socials, you may already have assumed what I am about to say. But bear with me... I have my reasons! Yes, I do believe you need natural resources. Shocker! Where do I start? There are certainly many reasons but I … Continue reading Should you have natural resources in your stock portfolio? Like, really??