The gold price has taken a bit of a breather in the past fortnight. But that doesn’t mean things are slowing down on the ground for the gold mining space. In fact, the opposite is true! Read on for more…
In today’s issue of Fat Tail Commodities, James Cooper suggests that the inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm. It’s an uncomfortable reality that most investors would rather ignore. But despite the challenges, there are opportunities…energy and copper stocks will be the key assets to own. Read on to find out why.
A lot has been happening recently regarding Australia’s energy future, with three new developments happening in the last couple of days…for three competing energy alternatives: lithium, uranium and hyrogen. Which one has the most investment potential? Better yet, what can you be investing in to get a backing behind all three? Read on to find out…
Climate change and the green energy agenda are currently dominating social, technological, and economic discourse wherever you go. I get how it’s something that many are made to believe is an existential crisis. When you think carefully about it, many things don’t add up. That said, I believe we’ll see society move towards electrification and developing its energy and digital technology. It’s something that we ought to have done decades ago. To achieve that, there must be a substantial increase in production and development. That means an increased need for natural resources.
It has become downright fashionable to point out net zero’s flaws, popping the previously impervious climate change bubble. But what does this mean for financial markets and investors? The transition from net zero metals back to fossil fuels may occur much sooner than expected.
With inflation remaining sticky, a banking crisis, and a rising gold/oil ratio, the moons could be aligning for a sustained breakout by gold to new all-time highs and a strong run in gold stocks. See this in the technical set-up that I explain in today’s ‘Closing Bell’ video…
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