Aaron and Alex discuss why they believe global copper supply will likely fall drastically short of demand in the future. The rise of electric vehicles, renewable energy technologies, and numerous infrastructure plans worldwide are all expected to increase copper demand dramatically. And with the long lead time to bring on new copper mines, supply seems […]
As freezing weather gripped parts of the United States this month, oil and gas wells were taken offline, sending natural gas prices to a 1-month high. For one lucky member, this meant Stock Challenge victory… and silver bullion. It was all smiles for member ‘FREDERICK w HACKENBURG,’ whose selection of NGL Energy Partners delivered a […]
For decades, the Federal Reserve got away with increasing the money supply to juice the economy. But, it was reliant on an undeniable fact: during this entire period, money velocity was in decline, excluding pauses or very brief minuscule rises. The factors responsible for the decline in money velocity are less important. Investors need to […]
Many people driving around in EVs don’t realize cobalt is a vital part of lithium-ion batteries. Cobalt allows for the range, and durability consumers expect and need. For these reasons, cobalt may be one of the most sought-after metals on the planet today. Unlike lithium and other green metals such as copper and nickel, which […]
When profit margins are robust, humans have an uncanny way of doing whatever it takes to capture them. Think offshore oil, or the oil production boom of the 1920s, which took English and American entrepreneurs to the far reaches of the world. Necessity is always the mother of invention. So, as we enter an era […]
The global mental health crisis and the rising cost of living are at the heart of declining birth rates globally. As birth rates tumble worldwide, I see two constants responsible: mental illness and unaffordability. Whether you live in Mumbai, India, or Mississauga, Ontario, these two afflictions are present and worsening yearly. What investors need to […]
The rare earth sector remains one of the most contentious and exciting spaces within mining. Most recently, Sweden, through its state-owned LKAB mining company, reported a new rare earth discovery that received a ton of media attention. The EU imports roughly 99% of its rare earths and desperately needs a domestic mine. Furthermore, rare earths […]
March 2020… The world was descending into a chaotic fear. Markets were crashing, portfolios were in temporary ruin, and financiers had a firm grip on their wallets. I was in Toronto for the PDAC Conference, the biggest mining industry gathering on the planet, and the mood was somber. The countless dejected faces of promoters, mineral […]
The global decarbonization of our planet, central to the EV revolution, continues to accelerate. However, behind the cool adverts and showrooms of new electric vehicles lies a chunk of the supply chain fraught with forced labor, bribery, rebel armies, and mercenaries battling for a piece of an irreplaceable resource: cobalt. Unlike other green metals such as […]
Every speculator knows smallcap stocks can go from sleepy to leading performers in an instant… That’s kind of what happened to member ‘Pineros‘s selection of Valeura Energy (VLE: TSX) in December. Pineros’ stock-picking ability will never be overlooked again… Consider this: on December 2nd, just a few days into the month’s Stock Challenge, Valeura Energy […]