When markets stumble, value comes calling…That’s why James Cooper is profiling the traditional energy market, perhaps one of the last vestiges of values in global markets.
James Cooper’s Mining Memo
Rare Earths: End of the Line?
As rare earths stocks enter the stratosphere, is now the time to look at the fundamentals and perhaps take some profits?
Contrarian’s Revenge: How Dead Sectors Come Back to Life
Discover the investment sweet spot where unloved value stocks transform into momentum plays. Learn why contrarian positioning during market droughts can lead to triple-digit gains when sentiment finally shifts your way.
Aging Infrastructure, Rising Risks: The Real Copper Crisis
From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters. Aging infrastructure and deeper operations are creating a supply crisis that will only worsen.
Pinch Point: China’s Latest Moves in Africa
Trump invites obscure African leaders to the White House. China rebuilds eastern railways. The prize? Africa’s vast copper wealth. Read on to find out why this matters.
Iron Ore: Australia’s Golden Goose Gets ‘Clucky’
Iron ore exports to China have been the golden goose that’s laid a fortune for Australia’s economy over the last two decades. But fortune comes with a price… For Australia, that means little independence.
