In the 1980s, Japan’s economy was booming. But when the decade concluded, so did the Japanese economy, bottoming in October 2008. Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst…
Have the Bears Finally Got It Right on China?
With the bearish narrative shown by the Western media, you would believe that China is struggling economically. But despite front-page photos of empty cities, China’s economy didn’t collapse. Nor is it likely to do so now…
Lithium Takes a Dive…Is it Time to Bail Out?
Over the last month, the lithium sector has been thumped. Last year’s hot stocks have been declining this year with losses worse for explorers and developers. However, there’s a little more to this story than just a falling commodity price. Why? Well today, I will attempt to unpackage this. Read on to learn more…
Will Technology Curb Demand for Copper?
In today’s Fat Tail Commodities…James Cooper draws on his past experiences in the field as a geologist and explains why technological breakthroughs won’t bring on the increased supply that some analysts expect. Read on to find out why…
Sneak Peak: An Emerging Food Crisis and How to Play It
Today I reveal an investment opportunity I shared with Diggers and Drillers readers in our latest monthly report. While the specific stock recommendation will be withheld for Diggers and Drillers subscribers only, I think the idea behind it is prudent to share with you today. Enjoy this peak behind the curtain…
Sneak Peek: An Emerging Food Crisis and How to Play It
Today I reveal an investment opportunity I shared with Diggers and Drillers readers in our latest monthly report. While the specific stock recommendation will be withheld for subscribers only, I think the idea behind it is prudent to share it with you today. Enjoy this peak behind the curtain…
An Inconvenient Truth…There’s Not Enough Critical Metals to Reach Net Zero
In today’s issue of Fat Tail Commodities…James Cooper goes in-depth to uncover the research that indicates a major energy crisis in the 2020s. Governments have forced investment away from traditional fossil fuel sources assuming renewables would take up the slack. But the data suggests there are simply not enough critical metals to make this happen. Read on to find out more…
What a China Exodus Means for India, Southeast Asia and Mexico
In today’s edition of Fat Tail Commodities, James Cooper explains why geopolitical tension between China and the West offers a generational opportunity for India, Mexico and Southeast Asia. Read on to find out why this could be a critical theme for commodity markets in the years ahead…
Graphite Troubles…Is Now the Time to Buy?
In today’s issue of Fat Tail Commodities, James Cooper looks at the beleaguered graphite market and suggests timing could be ripe to jump into this long-term investment opportunity. He looks at the African-based graphite producer Syrah Resources’ highlighting the problems at the company and potential opportunities for investors. Read on to find out more…
Time to Call the Fed’s Bluff and Buy Deflated Gold Stocks
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…
