Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.
James Cooper’s Mining Memo
Warren Buffett Is Out—Should You Be Too? A Case for Strategic Reallocation
Here’s how James is playing the market in 2026: weighting his portfolio towards a handful of high-quality miners, high-yielding oil and gas producers, and cash.
Editor’s Pick: The China Problem…Might Not Be as Bad as You Think
With James away, we’ve dug up an older piece that James wrote in the despairing moments of the China crisis and resource sell-off in 2024. What a difference a year makes!
Watch The Insiders: Right Now, The Biggest Breadcrumbs Lead to Rare Earths
Geologist James Cooper outlines why investors should be watching insiders. And according to James, right now, the biggest breadcrumbs are leading to Rare Earth Metals.
As markets Detach from Reality, Focus on Stocks Producing Real Things
Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.
As markets Detach from Reality, Focus on Stocks Producing Real Things
Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.
