Plus what we are watching across commodities and stocks.
Gold vs. oil: I bet you haven’t thought of this
This week’s gem hunt ft. REEs, and the almighty gold
Direct from our research, these 3 stocks are on the move due to recent news and activity
This week’s gem hunt ft. gold, REEs and copper
Direct from our research, these 3 stocks are on the move due to recent news and activity
This trend in critical minerals needs to blast off, now
Plus what we are watching this week, across commodities and stocks.
This week’s gem hunt ft. lithium, rare earths and gold
Direct from our research, these 3 stocks are on the move due to recent news and activity
This billion-dollar mine has timely lessons for the whole mining sector 📝
Plus what we are watching this week, across commodities and stocks.
This week’s gem hunt ft. GOLD
Direct from our research, these 3 stocks are on the move due to recent news and activity
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
This week’s gem hunt ft. lithium, $SGQ and more
Direct from our research, these 3 stocks are on the move due to recent news and activity
This week’s gem hunt ft. $FMT and rare earths
Direct from our research, these 3 stocks are on the move due to recent news and activity
This week’s gem hunt ft. $COD $SGQ $AMI
Direct from our research, these 3 stocks are on the move due to recent news and activity
This week’s gem hunt ft. $TOR $CNL $LGC
Direct from our research, these 3 stocks are on the move due to recent news and activity
This week’s gem hunt ft. $SASK $NGEX $EQX
Direct from our research, these 3 stocks are likely to move on recent news and activity
This week’s gem hunt ft. $CDB $MARI $EQX
Direct from our research, these 3 stocks are likely to move on recent news and activity
This week’s gem hunt ft. $DES $OM $AR3
Direct from our research, these stocks are likely to move on recent news and activity
The energy transition is winning (and here’s how you can, too, investor)
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)
Automakers are chasing metals and minerals (like you’ve never seen before)
The top 60 automakers are worth ~$2.1T. The top 15, led by $TSLA, account for 79%. As the sector races to secure supply of lithium and other metals, EV-related investments skyrocketed. The leaders are putting serious $ at play. Here's your recap of deals and the rationale behind them: Unsurprisingly, the top 15 pack is … Continue reading Automakers are chasing metals and minerals (like you’ve never seen before)
Lithium is finally mainstream (I have proof!)
It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)
This is where you’ll find investment opportunities in Latin America
Stop. What if I told you there's a region with: • abundant opportunities across metals, energy and tech, • highly undervalued, yet • poised for growth? Well, there is. Let's talk about investing in Latin America, shall we? Here's what I'll cover today: Investment Agribusiness Metals & mining Technology & innovation Energy & related infrastructure … Continue reading This is where you’ll find investment opportunities in Latin America
Mining Investing Toolkit 