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
Here are 6 worthy REE stocks to grow your exposure (plus a juicy bonus)
Let's face it. Rare earths are smoking hot.
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Niobium 101, the critical metal you never heard of
Niobium is the critical metal you never heard of. And there is a funny reason...
Gold and China: A quiet revolution is just getting started 📝
Here's what we expect to see this week across markets and commodities
Copper never saw this coming 📝
Here's what we expect to see this week across markets and commodities
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities