Direct from our research, these 3 stocks are likely to move on recent news and activity
Gold and China: A quiet revolution is just getting started 📝
Here's what we expect to see this week across markets and commodities
Copper never saw this coming 📝
Here's what we expect to see this week across markets and commodities
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
Time to go all in on nuclear 📝
Here's what you can expect to see this week across markets
Oof… Gold is so last month! 📝
Here's what you can expect to see this week across markets
Shhhh… This may push copper MUCH higher 📝
Here's what you can expect to see this week across markets
This week’s gem hunt ft. $BGD $CNL $AMX
Direct from our research, these stocks are likely to move on recent news and activity
Is gold truly unstoppable? 📝
Here's what we can expect to see this week across markets
This week’s gem hunt ft. $LGM $HSRT $NILI
Stocks likely to move on these recently announced news and activity
Copper miners rise, tracking prices of the red metal
Here's what's moving in the markets today
Gold seems to be everyone’s favourite 📝
What we can expect this week
Main Critical Mineral Lists Compared (US and More)
- US - Europe - Australia - Canada
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
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)
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)
US proposes changes to the IRA in move to exclude China (and Russia) from benefits
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
These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply
The Walt Disney Concert Hall in LA. What a delight!
Welcome to another of my random musings...
Thinking about technology start-ups, international business, and the “LATAM connection”
Over the last few months, we have been reviewing a group of tech startups. It is a new field for me -although not new at all for an investment group we are working with-, so there's a lot for me to learn. So it is back to studying, many hours of reading coming my way. While in … Continue reading Thinking about technology start-ups, international business, and the “LATAM connection”
Mining Investing Toolkit 