Section
Mining
133 posts
The Walls Are Closing In: Robert Friedland on Copper's Monumental Reckoning
Robert Friedland, founder of Ivanhoe Mines and one of the most consequential mining entrepreneurs of the last four…
Copper Supply Faces First Annual Decline Since 2017
by Frank Holmes, CEO, CIO, U.S. Global Investors Copper set another record this week. Three-month metal on the…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Broad Conviction in a Narrow Market
Brendan Ryan, CFA of Algorithmic Investment Models offers a disciplined read on a quarter defined by concentration risk, AI euphoria, and the quiet case for diversification.
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
The Electricity Tipping Point & the Next Energy Boom
by Lucas White, Portfolio Manager, GMO LLC Introduction Electricity demand is surging all over the world. To meet…
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…