Combine Two Powerful Investment Forces into One – Part II
It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.
Combine Two Powerful Investment Forces into One
Combine Two Powerful Investment Forces into One
It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.
The Australian Nightmare: Peak Iron Ore
The Australian Nightmare: Peak Iron Ore
China’s steel engine is sputtering with ramifications for Australia’s big three miners. But behind this shift, an opportunity is emerging in some well-placed junior miners.
Diamonds: A Glimmer of Contrarian Opportunity
Diamonds: A Glimmer of Contrarian Opportunity
When De Beers launched one of the most iconic advertising campaigns ever, the legendary “A Diamond Is Forever” idea began. But is it ending?
Gold deposits: They’re getting harder to mine and harder to find!
Gold deposits: They’re getting harder to mine and harder to find!
Gold deposits… They’re getting harder to mine and harder to find! Data from S&P Global shows that gold discoveries have fallen more than 70% over the past twenty years.
China’s Demand for Coal Surges
China’s Demand for Coal Surges
China’s new coal power station installations just reached an 18-year high. They’re also the number one builder of solar panels. And wind turbines. As the rest of the world craves it, China holds it: ENERGY
Different Demand Drivers, Yet Commodities Rise in Packs
Different Demand Drivers, Yet Commodities Rise in Packs
The entire commodities complex is trending higher, but the real reason has nothing to do with the headlines you’re reading.
Oil and Gold: Why Both Could Rise for the Remainder of 2026
Oil and Gold: Why Both Could Rise for the Remainder of 2026
Oil and Gold have been the opposing asset classes this year, while one’s up, the other is down. But the remainder of 2026 could give rise to something much different.
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.
Win the Copper. Win the War
Win the Copper. Win the War
History doesn’t repeat exactly, but resource bidding wars have played out three times in the last 125 years, and the pattern each time was strikingly similar.
