In this note, I cover how a new political cycle in Brazil may unlock a range of opportunities, with two areas where I see substantial potential for value creation in metals & mining.
Brazilian stocks are waking up
Houston, we have a (duration) problem
Plus what we are watching this week, across commodities and stocks.
Gold vs. oil: I bet you haven’t thought of this
Plus what we are watching across commodities and stocks.
This trend in critical minerals needs to blast off, now
Plus what we are watching this week, across commodities and stocks.
This billion-dollar mine has timely lessons for the whole mining sector 📝
Plus what we are watching this week, across commodities and stocks.
The next copper giant has a built in kicker you may not expect 📝
Plus what we are watching this week, across commodities and stocks.
This choice could transform how we invest in mining for good 📝
Plus what we are watching this week, across commodities and stocks.
The energy transition is gaining speed
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:
Automakers are chasing metals and minerals (like you’ve never seen before)
Automakers are securing lithium and other metals. A recap of the deals and the reasoning behind them.
Lithium is finally mainstream (I have proof!)
Lithium has gone mainstream. The most widely held lithium stocks across about 50 large banks, funds and asset managers.
This is where you’ll find investment opportunities in Latin America
Why Latin America stands out for investors: scale, metals, energy, technology and agribusiness, with many opportunities.
Make your portfolio stronger with this strategy | The Weekly by Synergy 📝
In that spirit, a sensible approach could include allocations in the following:
These are the trends you will see among junior miners in 2021 | The Weekly by Synergy 📝
We think that this current bull market could last until sometime mid-2021