It’s been a tough few weeks for the gold bulls. It was only two months ago we had them screaming from the roof calling for a gold ‘breakout’ into all-new highs! It’s been the catchcry for the gold bulls in 2023…nations in the east buying gold as a possible move away from the US dollar in international trade. Yet, despite the buying spree, gold futures continue to weaken. Why? Read on…
Video Recording with Industry Insider: Hedley Widdup
In today’s issue of Fat Tail Commodities…James Cooper sits down with industry insider Hedley Widdup. Hedley is a trained geologist who runs the resource focussed fund, Lion Selection Group. He offers his key insights, his take on the recent weakness being felt across the resource sector, and the emerging opportunities.
China Lights a Fuse Under the Copper Producers
In today’s Fat Tail Commodities, James Cooper looks at the stimulus announcements from China and why this matters for commodities…particularly copper. It marks a sharp change in tactic by the People’s Republic of China (PRC) as it looks to tackle deflationary pressures. Not surprisingly copper stocks are beginning to move…
Lack of Critical Metals Set to Derail the Green Energy Transition
James Cooper uncovers the research that points toward much higher energy volatility for the remainder of this decade. The reason? Governments have forced investment away from traditional fossil fuels assuming renewables would naturally take up the slack. But the most comprehensive data available suggests there are not enough critical metals to make this happen. Read on to find out how you can take shelter from this emerging energy crisis…
Seize Long-Term Opportunities in Copper Amid Short-Term Weakness
Discover the long-term investment potential in the copper market despite short-term weaknesses. Understand the crucial significance of the copper supply situation and its implications for investors. Explore why this issue demands attention as the global demand for copper grows in tandem with renewable energy infrastructure development.
Monday Markets — Chile’s Bloody Past in Its Rise as the World’s Largest Copper Producer
Why is it important to understand the nationalisation of Chile’s copper mines in the 1970s? Well, nationalisation ALWAYS ends badly for investors. In fact, I have personal experience of this from working in Zambia a little more than 10 years ago.
Car Manufacturers in the Fight for Their Life to Secure Raw Materials
In today’s issue of Fat Tail Commodities James Cooper revisits the lithium recovery and details why he thinks we’re still in the early stages of a major leg-up for the sector. But with prices rising once again, James believes car manufacturing CEOs are suffering from critical metal anxiety. Read on to find out more…
2023…Sitting in the Eye of the Inflationary Storm (Part Two)
Today, James Cooper continues to discuss the longer-term implications of underinvestment in traditional energy sources…oil, gas, and coal. Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy. With new discoveries at multi-decade lows, an energy crisis looms. With that comes the re-emergence of inflation. Read on to find out more.
2023…Sitting in the Eye of the Inflationary Storm (Part One)
In today’s issue of Fat Tail Commodities, James Cooper suggests that the inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm. It’s an uncomfortable reality that most investors would rather ignore. But despite the challenges, there are opportunities…energy and copper stocks will be the key assets to own. Read on to find out why.
Is It Time to Add Lithium Stocks for a Coming Recovery?
In today’s issue of Fat Tail Commodities, James Cooper reassesses lithium. In late 2022, he described the commodity as a hyped-up one-hit wonder that was fully priced in as an investment theme. But is that still the case? With prices falling almost 70% since topping out in November 2022, the justification for getting into this sector is growing stronger. Read on to find out why…
