In today’s Closing Bell episode, Charlie and I break down what’s driving the amazing moves in commodities and where the best opportunities might be next. We also take on the challenge from last week’s comment section by analysing viewer-submitted stock ideas across precious metals, explorers, Chilean porphyry plays, rare earths, graphite, and emerging tech. All with the goal of finding the next big money-making setup.
Latest
Round III: The Commodities Shift Nobody Sees Coming
Could a US-China peace deal flip commodity markets? One scholar’s “Grand Bargain” theory lays the foundation for industrial metals to outperform.
Much Ado About Nothing
Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?
China Capitulation Part 2 – What western analysts miss about China
In this article of my China Capitulation series, I show where western analysts get it wrong about China’s outlook. I delve into how the Chinese Communist Party sets plans and reports the data to show you why you can’t trust their narrative…
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?
Bond Revolt in Japan, Trump Next?
While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.
