Market Opinion
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What is truly “critical?”
In my lifetime, I have seen many existential crises almost always created by the print media, but which,…
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Shifting Sands: Biden’s Exit, and Kamala Harris’s Challenge
The Republican convention is in the can: decisions taken, speeches made, cheers delivered, and courses set. Only one…
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Technology Metals Report (07.19.2024): Politics & Critical Minerals at Play
Welcome to the latest issue of the Technology Metals Report (TMR), brought to you by the Critical Minerals…
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InvestorCoffee (07.15.2024): Cryptocurrencies jump on higher odds of Donald Trump winning a second term
This morning is quiet—dead silent unless it’s cryptocurrency, and gold has not popped as some had forecasted over…
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InvestorCoffee (07.12.2024): Futures are showing signs of optimism
As the global financial markets gear up for another busy week, futures are showing signs of optimism. Oil…
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As BYD Accelerates Plans for Global Dominance, the EV Market Brakes for Consumer Reaction
BYD, the Chinese electric vehicle (EV) giant, is accelerating its quest for global dominance. The company recently announced…
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The Critical Minerals Sourcing and Pricing Credibility Crisis is Upon Us
One would think that we had learned our lesson from the rare earth crisis of 2010-12, and, more…
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Technology Metals Report (06.28.2024): The Revival of Europe’s Rare Earth Processing Capabilities & Paladin Energy’s Acquisition of Fission Uranium
Welcome to the latest issue of the Technology Metals Report (TMR), brought to you by the Critical Minerals…