Despite enormous falls in the US market over the last few weeks, if you’re holding large-cap mining stocks, you’re probably faring pretty well. This was the message I conveyed to readers of The Insider last week. It’s one reason Australia’s leading index, the S&P ASX 200, continues to pivot away from the US S&P 500.
By James Cooper,
It’s been a long time coming but Australian producers are finally value-adding their product by selling refined metal to the market directly, not raw ore, which was the default approach of the past. Emerging operators are now regularly designing downstream processing facilities into their feasibility plans.
By James Cooper,
EVs, 3D-printed houses, automated homes, and ultra-efficient renewable energy power generators are just some of the future innovations leading us to a better, cleaner world.
And with the stroke of a pen, governments across the globe have started this carbon-free, pollution-free, automated utopia we all want.
By James Cooper,
There’s a long-held view in the world of finance that a flurry of business activity in the form of mergers and acquisitions, affectionately known as M&As, often mark the top of a long-drawn-out bull market.
By James Cooper,
The same executives who got rich from unknowing investors in the last boom are quietly building new companies. They understand we’re entering a new phase in this commodity cycle and are gearing up for a rinse and repeat.
By James Cooper,
The same executives who got rich from unknowing investors in the last boom are quietly building new companies. They understand we’re entering a new phase in this commodity cycle and are gearing up for a rinse and repeat.
By James Cooper,
Investment ideas from the edge of the bell curve.
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