Market Opinion
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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.…
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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…
