Section
Mining
104 posts
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Unearthing The Future
by Carl R. Tannebaum, Chief Economist, Northern Trust Mining brings economic benefit and environmental costs. Mining is one…
Commodities And The Boom-Bust Cycle
by Lance Roberts, RIA It is always interesting when commodity prices rise. The market produces various narratives to…
Why Gold and Copper Are Making Big Moves
by Frank Holmes, CEO, CIO, U.S. Global Investors I had the opportunity this week to speak at the…
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
Is Copper The New Gold?
by Ryan Boyle, Senior Economist, Northern Trust Forecasts of disinflation in 2024 have thus far missed the mark.…
U.S. Tops the Global LNG Market Amid a Renewable Energy Boom
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. is adding new renewable energy capacity at a…
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
An Update On Energy-Related Stocks
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today's blog post…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
Buying Unwanted Assets
by William and Cole Smead, Smead Capital Management To kick off the beginning of 2023, there continues to…
Glencore's Teck strategy: high coal prices, ESG-driven profitability.
Coal may not be the most popular energy source, but it continues to be consumed by many. The…
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs
Balance Is the Watchword with Commodities Exposure
by Vinod Chathlani, Portfolio Manager—Multi-Asset Solutions, Mark Gleason, CFA, Director—Multi-Asset Business Development, AllianceBernstein The highest inflation in 40…
