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.
These miners have STRONG views on copper for 2026
(they see the metal set for the ride of a lifetime)
The (lithium) inflection point we’ve been praying for
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.
Copper is now critical in the US… and these projects may hit the JACKPOT 📝
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.
These minerals are headed for centre stage (finally!) 📝
Plus what we are watching this week, across commodities and stocks.
From a gold producer with BIG ambitions to a lithium surprise 📝
Plus what we are watching across commodities and stocks.
Believe it or not, I’m betting on these metals 📝
Plus what we are watching this week, across commodities and stocks.
Get ready: these players belong in your portfolio 📝
Plus what we are watching this week, across commodities and stocks.
I’m calling it: Lithium is on the verge of something big 📝
Plus what we are watching this week, across commodities and stocks.
This practice drains more value from miners than it creates 📝
Plus what we are watching this week, across commodities and stocks.
Copper focus, gold, or lithium… Have we been wrong all along? 📝
Plus what we are monitoring this week, across markets and commodities
These metals will be in every investor’s portfolio (yes, including you) 📝
Plus what we're watching this week, across markets and commodities.
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Gold and China: A quiet revolution is just getting started 📝
Here's what we expect to see this week across markets and commodities