In today’s Closing Bell video, I show you a bunch of stocks that are a shadow of their former selves. It is getting to the point where astute investors should be starting to lick their lips knowing that they will be able to pick up these companies for pennies on the dollar. The graphite and lithium stories aren’t dead. Decades of increasing demand are still coming down the pike. And uranium is still tracking well. This is where you look for opportunity…
A few weeks ago, I finished interviewing eight experts on Net Zero and the energy transition. I asked each of them the same question: which commodities do you see as the key shortages which will undermine Net Zero? They all came back with the same response…
The same green machine that is driving the world to renewable energy is also undermining the mining industry. The trouble is that renewable energy is incredibly resource-intensive to build. That’s not a good combination.
In the words of George Soros — one of the greatest speculators of all time — we must ‘Find the narrative whose premise is false…and bet against it’. But where should we look? You want to hear about all the exciting things going on lithium, rare earths, and copper. However, here’s the reality. Iron ore is barnstorming its way towards US$120 a tonne…against all expectations. Read on…
Gold has been in a bull market since 2019 when the US Federal Reserve switched from raising interest rates to cutting them. The global virus outbreak in 2020–22 unleashed a massive tidal wave of debt and liquidity that boosted the price of gold. However, it was underwhelming relative to what happened in past crises. What happened? Who stole gold’s thunder? And will gold have its moment to shine in the coming crisis that’s brewing? Read on…
The pro-green and anti-green choices for investors
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