Section
Metals
50 posts
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
This $8B Metal Stock Is Crushing the S&P 500 — And It’s Just Getting Started
by SIACharts.com Carpenter Technology Corp. (CRS) is a global leader in high-performance specialty alloy materials and process solutions…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
Justin Huhn: Exploring the Generational Bull Case for Uranium
Listen on The Move Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie…
The U.S. Tries To Close a Trade Loophole
by Ryan Boyle, Senior Economist, Northern Trust Metals from Mexico may have a much further point of origin.…
Unearthing The Future
by Carl R. Tannebaum, Chief Economist, Northern Trust Mining brings economic benefit and environmental costs. Mining is one…
Adam Turnquist: A Pullback Opportunity in Copper
by Adam Turnquist, CMT, Chief Technical Strategist, and Team, LPL Financial Gold has captured most of the spotlight…
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…
A cooler US jobs report gives hope for a Fed rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Time for a rate cut? - Dovish remarks…
Is Copper The New Gold?
by Ryan Boyle, Senior Economist, Northern Trust Forecasts of disinflation in 2024 have thus far missed the mark.…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
