Why $100-plus Oil Won’t Kill the Resources Bull Market
Oil’s above $100, bond yields sit at multi-decade highs and war keeps widening. Here’s why the resources bull market has longer to run.
James Cooper’s Mining Memo
History repeats; don’t get caught on the Wrong Side
European and Canadian defence spending jumped almost 20% in 2025 alone. This is where the next commodity boom is quietly being built.
All In: America Has Never Leaned This Hard on Stocks
The Nasdaq 100 trades near 34 times earnings. Households hold 48% of their wealth in stocks, a record. What happens to commodities when this unwinds?
Gold’s Second Act Has Begun
As all eyes focus on the bond market, gold is starting to make its move. We’ve seen this story before. And if history repeats, gold’s second act could be about to begin.
Forget Critical Minerals: A STEEL Boom is Underway in India
Today, James Cooper unpacks India’s growth strategy: Boosting steel production by 50%, in just five years. Read on to learn how you can participate as India tries to secure its supply chain of steel-making commodities.
Dirty, Vile, Wicked Coal: Offers the Perfect Countercyclical Investment
Former geologist, James Cooper, shines a light on the world’s most hated commodity
