(Hint: it relates to commodities and mining)
Here’s something you may not know about Australia
If you’re considering whether to invest in metals & mining, you’re in the right place.
(Hint: it relates to commodities and mining)
Niobium is the critical metal you never heard of. And there is a funny reason...
Gold is soaring due to geopolitics chaos and overall uncertainty. Precious metals -and gold in particular- are considered a flight to quality move for investors. Given the pain is not over... Here's your “Gold Investing 101” to help you get started:
Ten commodity quotes worth learning from, including views on copper and lithium, plus some related ETFs.
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both:
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:
Copper is the most important metal. While prices have been weak recently, this remains true: No copper, no energy transition! Hence, here's your “Copper Investing 101” to help you start or expand your exposure:
Nuclear remains deeply controversial. Yet recent geopolitic struggles have reignited the flame sending uranium (and many related stocks, producers and explorers alike) higher. There are many reasons to be bullish:
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Graphite is the most overlooked battery mineral. Lithium gets more eyeballs, yet it makes sense for investors to pay attention to its neighbour. Here are 5 reasons to add graphite to your portfolio (plus some promising graphite stocks):
Automakers are securing lithium and other metals. A recap of the deals and the reasoning behind them.
Major players such as BHP and RIO have been saying this for a while. The amount of metals and minerals required for the energy transition is massive. Only 1 thing to do: more investment. Here are 5 basic strategies to start (or expand) your allocation:
Five long-term reasons to add copper to a mining and metals portfolio, even with prices softer on weaker demand.
We live in a mineral-intensive world, yet many investors are on the fence about the sector. If that's you, here my reasons to gain exposure to mining and metals (there are many but I will give you my top 5):
Lithium is the core of the batteries we use daily. Critical minerals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme.
Silver gets a cold shoulder from many in the investment community. But the precious metal is shifting. Here are 5 reasons to add silver stocks to your portfolio for the long term:
Five reasons to consider lithium, from rising demand for batteries and EVs to expected shortfalls.
Five things beginners should know about gold stocks, from technical terms to jurisdiction risk and exploration odds.
My top reasons to hold natural resources in a stock portfolio, including diversification and upside.
Five things to know before investing in lithium stocks, after lithium prices tripled in 2015 and battery demand kept growing.