The Great Rotation Begins: Following the Aussie Dollar Back to Commodities
The Aussie Dollar hit historic lows in 2001 before a commodity supercycle erupted. Are we seeing that pattern repeat today?
Base Metals: The Technical Break-Out No One’s Watching
Base Metals: The Technical Break-Out No One’s Watching
As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.
China’s New Energy Lifeline: What Canada’s Dramatic U-Turn Means for the AI Arms Race
China’s New Energy Lifeline: What Canada’s Dramatic U-Turn Means for the AI Arms Race
Despite being an oil superpower, America desperately needs Canadian heavy crude. Now Canada’s cozying up to China instead. Here’s why.
The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise
The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise
The Aussie Dollar’s dance with commodity prices reveals where we stand in the mining cycle—and where we’re headed next.
Following the Smart Money: Oil Service Stocks Lead the Way
Following the Smart Money: Oil Service Stocks Lead the Way
Oil prices remain weak, but service company stocks are signalling potential recovery—offering savvy investors an early-cycle opportunity for 2026 gains.
September 11, 1973:The Other 9/11 America Doesn’t Talk About
September 11, 1973:The Other 9/11 America Doesn’t Talk About
Chile’s copper nationalisation triggered a US-backed coup in 1973. With Venezuela’s oil at stake, are we witnessing history repeat itself?
America’s Refineries Can’t Run on American Oil
America’s Refineries Can’t Run on American Oil
US refineries can’t process American oil without blending it with heavy crude imports. Venezuela holds the key to America’s long-term energy security.
Hunting for the Commodities that will Define 2026
Hunting for the Commodities that will Define 2026
The commodity boom we forecasted is here. But with gold and copper overheated, energy stocks present 2026’s best undervalued opportunity.
Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation
Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation
Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.
Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation
Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation
Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.
