Section
Mining
118 posts
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Energy stocks, last hedge standing
In this article, Russ Koesterich reflects on stock market strength amid current geopolitical unknowns and a lack of reliable hedges.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The Clock Underground
Iran's Oil Fields Face a Damage Threshold That No Ceasefire Can Reverse
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
Full Speed Ahead: Energy Demand Overpowers Policy Shifts
by Xiaoyu Gu, Jonathan Hunt, Alex Flamm, AllianceBernstein As policy uncertainty recedes, the focus returns to capital deployment. The global…
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachs’ Daan Struyven argues1 the move isn’t…
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
The EU's Energy Situation Remains Unsettled
Gas imports have been a lifeline for Europe.
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
Forget the Fed—The Smart Money Is Watching These Two Breakouts Instead
by SIACharts.com This week, U.S. stock markets experienced notable fluctuations, influenced by key economic data and the Federal…
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." –…