Section
Copper
10 posts
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.
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.
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…
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
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.
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…
Metals Everywhere, All at Once
Jeff Currie, long-time commodity trader, and partner at Carlyle, on Hoarding, De-Dollarization, and Why the Commodity Supercycle Still Has Years to Run
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…
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…