Is the U.S. Flirting With Hyperinflation?

hyperinflation coming to the U.S.

For the last twenty years, deficit spending for the U.S. government has become natural and as reliable as the sun coming up. But, in the latest debt ceiling debacle, there may be more than political theater at stake. If the U.S. must continue to print money and/or run deficits just to maintain its standard of […]

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Why Less Babies is Becoming a BIG Problem

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 […]

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How ‘Big’ is This Discovery?

Sweden may be sitting on massive rare earth mines

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 […]

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A Bet on Humanity

copper mines are in short supply

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 […]

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Gates Was Buying When Many Panicked in Q3 2022

Gates' Portfolio Grew in Q3 2022

Bill Gates’ five most significant buys of 2022, according to Cooper Academy’s latest video might surprise you. However you feel about the market, inflation, and debt, to ignore the actions of one of the world’s great business minds would be folly. The names that make up Gates’ portfolio should never be overlooked. Gates’ Portfolio Takes […]

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China Leaves US Behind in DRC: A Cobalt EV Supply Chain Story

congo cobalt is where more than 70% of the world's resource comes from

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 […]

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Why We Play the Small Caps

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 […]

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Boy, Did I Learn a Lot in 2022

Aaron Hoddinott's lessons learned from 2022

It’s got to be -100 degrees celsius outside as I sit here in my Calgary office writing this annual letter, reflecting on 2022 and the crazy yet highly educational year it was. The stock market is always changing, but this year stands out for many reasons. They say you learn more from your losses than […]

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Panama Shuts Down First Quantum’s Cobre Copper Mine

First Quantum about to witness its Cobre copper mine be shut down

First Quantum Minerals (FM: TSX) is seeing its massive copper porphyry mine, the Cobre Panamá mine, put in jeopardy by the Panama government. One of the largest copper mines in the world, the government didn’t wait long to demand higher taxes and royalties on the operation. Today’s news represents the most aggressive case of resource […]

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The Fed’s Secret Interest Rate Risk

quantitative tightening is taking all assets lower

The Fed’s balance sheet is the key to market liquidity and performance. When it shrinks, the market and liquidity decline; when it expands, the opposite happens. So while the pandemic ushered in the greatest experiment of quantitative easing or QE in world history, we are now in a world of quantitative tightening or QT – […]

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