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James Cooper’s Mining Memo

Oil and Gas Stocks

Editor’s Pick: “Oil: Only One Trade Matters.”

Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”

By James Cooper, Monday, 16 March 2026

Commodities SuperCycle - Iron Ore Boom

Why Commodities Move in Packs — And What History Says Happens Next (Part II)

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

By James Cooper, Friday, 13 March 2026

Why Commodities Move in Packs — And What History Says Happens Next

Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.

By James Cooper, Wednesday, 11 March 2026

Global Oil Price per Barrel

O&G Prediction Emerges

James Cooper has been shouting from the rooftops about the looming opportunity in O&G in recent weeks. Have you taken action?

By James Cooper, Monday, 09 March 2026

A Global Economy Caught in the Gates of Hell

The second-order impacts of the Strait closure; oil and gas are only one consequence

By James Cooper, Friday, 06 March 2026

Super Lining fund managers pockets

The Case for Thinking Differently in a Herd-Mentality Market

Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.

By James Cooper, Wednesday, 04 March 2026

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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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