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Mining
98 posts
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…
January 8, 2024
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…
October 15, 2023
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
October 4, 2023
An Update On Energy-Related Stocks
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today's blog post…
August 28, 2023
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…
May 23, 2023
Buying Unwanted Assets
by William and Cole Smead, Smead Capital Management To kick off the beginning of 2023, there continues to…
April 19, 2023
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…
April 14, 2023
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs
August 12, 2022
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…
April 1, 2022
Billionaires Elon Musk and Michel Saylor: Dump the Dollar and Buy Physical Things
by Frank Holmes, CEO, CIO, U.S. Global Investors Elon Musk recommends that investors own “physical things.” Own physical…
March 21, 2022
Just How Profound Are the Inflationary Impulses?
Adapted from TradingView.com featured contibutor/user digital_precision, published March 4, 2022 Have you noticed anything unusual about the prices…
March 8, 2022
Climate Change: The Commodities Dimension
by Michelle Dunstan, Chief Responsibility Officer, Senior Investment Advisor—Global ESG Improvers Strategy, AllianceBernstein Commodities, by virtue of their…
December 28, 2021
Afghanistan Is Sitting on a Gold Mine. Literally.
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors On behalf of everyone at U.S. Global…
August 29, 2021
Gold Is the Ultimate Contrarian Investment Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors Legendary global investor John Templeton once said that the best…
July 6, 2021
Bull market progression now shows base metal strength
by Donald W. Dony, The Technical Speculator Sector performance within the present bull market has largely replicated an…
April 11, 2021