Market Opinion
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Critical Minerals and Deficit Financing (aka, subsidies)
Access to natural resources and the capability and capacity to process them to produce energy and to fabricate…
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Understanding Flow-Through Shares and Charity Flow-Through: Simplified
I just spoke with my colleague, Peter Clausi, and after many years in the capital markets, I must…
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InvestorCoffee (08.29.2024): Canadian Futures are Pointing Higher, Supported by Rising Metal Prices and Berkshire Hathaway’s market value exceeds $1 trillion for the first time
Market Overview Canadian futures are pointing higher this morning, supported by rising metal prices, which are likely to…
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The Lobito Corridor: Can the U.S. Seize the Moment and Challenge China in Africa?
“The Lobito Corridor represents a bold and ambitious vision by the US — not just to build a…
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InvestorCoffee (08.06.2024): US Monday market rollercoaster has some holding on for dear life, while Australians move in for the ride
Good morning and welcome to another edition of CoffeeTalk, where we dissect the latest market movements and trends…
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It Was Bound To Come
Economics is called the ‘dismal science’ for good reason. Its practitioners rarely seem to have good news to…
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The End of the Fantasy Demand Cycle in Critical Minerals
In the realm of critical minerals, we’ve witnessed an extraordinary correction in the market. This shift has profoundly…
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InvestorCoffee (07.31.2024): Rotation out of megacap technology stocks continues
Canadian futures jumped as oil and gold prices advanced, ahead of the country’s May GDP figures. Nasdaq futures…
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InvestorCoffee (07.30.2024): Apple Selects Google for AI Chips
In Canada, futures remained flat ahead of a significant week for earnings, with major companies like BCE Inc.…
