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.
James Cooper’s Mining Memo
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?
Base Metals: The Technical Break-Out No One’s Watching
As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.
China’s New Energy Lifeline: What Canada’s Dramatic U-Turn Means for the AI Arms Race
Despite being an oil superpower, America desperately needs Canadian heavy crude. Now Canada’s cozying up to China instead. Here’s why.
The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise
The Aussie Dollar’s dance with commodity prices reveals where we stand in the mining cycle—and where we’re headed next.
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.
