In today’s Fat Tail Commodities, James Cooper reflects on the deep sell-off happening among junior mining stocks in 2023. Does this resemble the market woes of 2016 when the sector capitulated into a major cyclical bottom? Given the level of selling that’s taken place it’s not far off…except key differences remain. Read on to find out what they are…
By James Cooper,
In today’s Fat Tail Commodities, James Cooper unpacks the latest commodity report from Australia’s Department of Industry. Yet again, government economists are forecasting lower prices ahead. But don’t let the numbers fool you. The world’s largest and most connected miner recently released its own projections, painting a much rosier picture for 2024 and beyond…read on to find out more.
By James Cooper,
In today’s Fat Tail Commodities, James Cooper offers a sneak preview of his latest report to Diggers and Drillers subscribers. He explains why the critical metal boom is crucial for diversifying Australia’s iron ore dependent economy and the Australian companies positioning for major upside from this trend. Read on to discover more…
By James Cooper,
Ask a geologist to name the number one greenfield discovery in Australia and there’s a good chance they’ll give you the name of Chalice Mining’s Gonneville deposit. Yet, despite harbouring key ingredients for the green energy transition, Chalice’s share price has plummeted in recent months. The company has fallen around 70% since April 2023. It begs the question…what will it take to get global capital back into the junior mining sector? Read on…
By James Cooper,
James Cooper details his recent visit around the famed copper mining district in Michigan’s northern Keweenaw Peninsula. An important copper producing region that once provided around 95% of America’s entire copper needs. But there’s some deep mysteries held in the old copper country. Read on to find out more…
By James Cooper,
In today’s Fat Tail Commodities, James Cooper shares a snippet of his latest Diggers and Drillers recommendation. The company profiled in this latest report offers a unique opportunity, a chance to gain upside from higher commodity prices without the operational or discovery risk associated with mining and exploring… So read on to find out more! PLUS…be sure to watch our controversial NOT ZERO presentation…streaming now!
By James Cooper,
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…
By James Cooper,
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…
By James Cooper,
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…
By James Cooper,
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…
By James Cooper,
Investment ideas from the edge of the bell curve.
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