Party Time for Stocks… But the Inflation Risk Remains
Iran and the US reach a landmark agreement. Here is what it means for stocks and oil
James Cooper’s Mining Memo
The Worst Commodity of All
Former geologist, James Cooper, shines a light on the world’s most hated commodity
Part 1: A Commodity Deep Dive; Uncovering the Stinkers vs Opportunities
In Part 1 of this series, James Cooper sits down with Greg Canavan for a Commodity Deep Dive; uncovering the Stinkers vs Opportunities in the market.
Picks, Shovels and the New Investment Playbook: How to Position for the Decade Ahead
The 1970s saw commodities soar while growth stocks cratered. History rarely repeats — but investors should understand how it rhymes.
The Opportunity in Energy’s Record-Low Market Share
Energy is at a historic low in market weighting — but a supply crisis and structural underinvestment may be changing everything.
The World Is Changing — And So Should Your Portfolio
Global power is shifting, and with it the rules of investing. Here’s what the history books say comes next.
