Market Opinion
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The Price of Ignorance: Ebola, the Congo, and the Cost of Looking Away
Ebola is a particularly nasty virus, and an especially ugly way to die. It came to the attention…
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Why Gina Rinehart Just Bet US$1 Billion on SpaceX
When Gina Rinehart writes a billion-dollar cheque, investors should pay attention—not because she is always right, but because…
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How to stay on the moon after we get there
Our civilization is built on structural steel. This is the most necessary metal in history. It is not…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Floor Pricing Won’t Rebuild America’s Rare Earth Industry — It Will Break It
The United States is once again searching for a shortcut to rebuild its rare earth supply chain. This…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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Detroit’s Lesson for Critical Minerals Investors: Supply Chains Cannot Be Financialized Forever
Governments and financial markets cannot permanently suspend economic reality. Investors who wish to succeed in the critical minerals…
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Critical Minerals Report (06.07.2026): The Next Phase of the Critical Minerals Economy
Two weeks rarely change the trajectory of an industry. Yet the past fortnight may ultimately be remembered as…
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The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
