It’s been a tough couple of weeks for financial markets. It started with the Chinese government’s lowered 5% growth target and renewed concerns of a property market crisis…but the icing on the cake is the SVB banking collapse in the US. As a resource investor though, China remains the central theme to the commodity outlook. So, are economic predictions of a major China slowdown REAL? We’ll try to uncover the real story today. Read on to find out more…
China — Global Basket Case or Economic Powerhouse?
It’s been a tough couple of weeks for financial markets. It started with the Chinese government’s lowered 5% growth target and renewed concerns of a property market crisis…but the icing on the cake is the SVB banking collapse in the US. As a resource investor though, China remains the central theme to the commodity outlook. So, are economic predictions of a major China slowdown REAL? We’ll try to uncover the real story today. Read on to find out more…
Tesla Dumps Rare Earths…Should You do the Same?
James Cooper looks at the recent announcement by Tesla to drop REEs from its ‘next generation’ electric vehicles. Does that change the outlook for resource companies tied to this critical metal? According to last Friday’s selling pressure, some investors certainly believe so. But James offers a different take. Read on to find out more…
Tesla Dumps Rare Earths…Should You do the Same?
Quick summary: James Cooper looks at the recent announcement by Tesla to drop REEs from its ‘next generation’ electric vehicles. Does that change the outlook for resource companies tied to this critical metal? According to last Friday’s selling pressure, some investors certainly believe so. But James offers a different take. Read on to find out more…
Tech Titans Turn Their Hand at Mineral Discovery
James Cooper looks at ‘Artificial Intelligence’ in mineral discovery. Could AI be the answer to a looming supply crisis for critical metals? Recognising a lack of discovery over the last two decades, tech is moving into exploration in a big way. But will algorithms and AI really discover the world’s future mines? James highlights ONE major limitation as ‘disruptive tech’ tries to change the exploration landscape. Read on to find out more…
Finger Pointing, Throwing Mud, and Fighting Over Balloons…International Politics Sinks to New Lows
Today, James Cooper looks at the recent international mud-throwing contest between the US and China that took place in Munich, Germany last weekend. The event was intended to give both sides an opportunity to patch up recent tensions. Instead, it turned into a sad display of broken diplomacy. But these political failings are your opportunity as a resource investor. Read on to find out how you can capitalise…
History’s Largest Economic Power Struggle Is about to Begin
James Cooper explains why the impending power struggle between the US and China won’t be about bullets or bombs, instead, it centres around bridges, railways, roads, and energy grids. The US and China are about to embark on an economic showdown of historical proportions as they attempt to secure supply chains through vast development of their nation’s infrastructure. Read on to find out more…
Prepare for the Great Reawakening…Emerging Economies Set to Rise
James Cooper believes 2023 is the year to position your portfolio for an unprecedented China comeback story, one that defies all economists’ predictions. This spells good news for commodities, but have you considered a possible boom forming in emerging economies too? Read on to find out why James believes we are on the precipice of major growth in Asia.
Growing Nationalisation a Threat to Future Critical Metal Supplies
Quick summary: James Cooper discusses the risk of nationalisation in the resource sector and why mining companies are becoming nervous about this growing trend. Don’t be mistaken; as a commodity investor, selecting the correct location for investment is just as important as finding the right project. Read on to find out where you should be focused.
Welcome Back to the Old Economy
In today’s Daily Reckoning Australia, James Cooper makes a case for the age of scarcity, which is set to hit global consumers in the years ahead. James believes we’ve been riding on borrowed time speculating on tech and crypto while forgetting to nurture our most basic human needs: food, water, shelter, and raw materials. It’s why he believes a reckoning awaits. Read on to find out more…
