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James Cooper’s Mining Memo

investing in india

Forget Critical Minerals: A STEEL Boom is Underway in India

Today, James Cooper unpacks India’s growth strategy: Boosting steel production by 50%, in just five years. Read on to learn how you can participate as India tries to secure its supply chain of steel-making commodities.

By James Cooper, Friday, 11 September 2026

Dirty, Vile, Wicked Coal: Offers the Perfect Countercyclical Investment

Former geologist, James Cooper, shines a light on the world’s most hated commodity

By James Cooper, Wednesday, 09 September 2026

Nova Minerals

The Lassonde Curve: How it Aligns Your Investment Timing

Most investors buy mining stocks at exactly the wrong times. There’s a better way. It’s called The Lassonde Curve, and it provides a basic framework for timing your mining investments. But like all good rules, you also need to know when to break them. Today is one of those times.

By James Cooper, Monday, 07 September 2026

Income Investors - Investing in Dividend Stocks

Combine Two Powerful Investment Forces into One – Part II

It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.

By James Cooper, Friday, 04 September 2026

Combine Two Powerful Investment Forces into One

It’s time to combine two powerful investment forces into one… The hunt for yield, alongside the pursuit of real asset investments like commodities.

By James Cooper, Wednesday, 02 September 2026

The Australian Nightmare: Peak Iron Ore

China’s steel engine is sputtering with ramifications for Australia’s big three miners. But behind this shift, an opportunity is emerging in some well-placed junior miners.

By James Cooper, Monday, 31 August 2026

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Latest Articles

  • ‘Something Has Gone Completely Wrong’ Pt. 2
  • Rising Yields and Roaring Commodities Rattle Markets
  • Forget Critical Minerals: A STEEL Boom is Underway in India
  • ‘Something has Gone Completely Wrong’ Pt.1
  • An Australian’s outlook – 37 years ago vs today

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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