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Mining
94 posts
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…
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…
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…
Climate Change: The Commodities Dimension
by Michelle Dunstan, Chief Responsibility Officer, Senior Investment Advisor—Global ESG Improvers Strategy, AllianceBernstein Commodities, by virtue of their…
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…
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…
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…
Market Ethos: All that glitters
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, RichardsonGMP Unlike some attractive investments, gold tends to shine…
The Electrifying Outlook for Metals Demand
by Steve Land, Vice President, Research Analyst, Portfolio Manager, Franklin Equity Group A steady roll-out of wireless products,…
Long-Term Technical Patterns for Copper Remain Bullish
by Ryan Detrick, LPL Research The London Metal Exchange (LME) is one of the primary trading venues for…
The Fundamental Case for Miners
by Bryce Coward, CFA, Knowledge Leaders Capital Miners of all sorts have been put in the penalty box…
