Lithium’s Collapse is Starting to Feel Like an Opportunity
There’s a strange paradox in lithium right now. Prices are up; demand is up…lithium stocks? Decimated!
James Cooper’s Mining Memo
Own the Rocks, Not the Apps
Sovereign wealth funds, entire governments and the world’s biggest tech companies are all bidding for the same thing
Will a US Stock Market Crash Kill the Commodity Boom?
The S&P 500 once fell nearly 48% in under two years. Gold, copper and oil still made money. Here is why that matters now.
Why Microsoft is restarting Three Mile Island
In December 2024, Beijing banned exports of three metals most people have never heard of. The fallout was immediate, brutal — and it was only the beginning of a much bigger scramble.
AI Runs on Rocks
Elon Musk revealed Optimus had stopped scaling — not from a software bug, but because he couldn’t get his hands on 3.5 kilograms of raw material. Here’s why that matters to every investor watching the AI boom
The Next Asset to Target: Preparing for the ‘Trickle-Down Effect’ in Commodities
Former James Cooper details why he expects we’re embarking on a highly speculative phase in the resource market. The time to prepare is now.
