Plus what we are watching this week, across commodities and stocks.
This trend in critical minerals needs to blast off, now
Call me crazy but I think Newmont is just warming up
+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Our current faves
From new names to our highest confidence players
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport-McMoRan's copper outlook and how the US's largest copper producer compares with its peers.
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle and SQM's 2023-2030 outlook: growth in EVs and batteries, and their exposure to Chile.
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.
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