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James Cooper’s Mining Memo

energy fusion technology

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.

By James Cooper, Monday, 12 January 2026

Economic Lessons from the World’s Tallest Towers

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?

By James Cooper, Friday, 09 January 2026

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.

By James Cooper, Wednesday, 07 January 2026

ASX Resource Investments - Two Commodities to Watch

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.

By James Cooper, Monday, 05 January 2026

Warren Buffet Investing in Barrick Gold

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.

By James Cooper, Wednesday, 31 December 2025

Warren Buffet Investing in Barrick Gold

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.

By James Cooper, Wednesday, 24 December 2025

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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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