This metal is perhaps the most important on the planet right now…And everyone is rushing to secure supply. But one North American miner may be positioned ahead of the pack, and poised for oversized returns as a result.
Forget the high-flying tech darlings that often steal the spotlight. This week, we're shining a light on the heroes of the AI revolution – the companies that might seem dull but are actually powering the future. We're talking data centers, construction firms, and even utility companies – those steady, reliable...
As global automakers transition to manufacturing Electric Vehicles (EVs), it’s critically important that the raw materials are available in the supply chain to ensure battery quality and availability.  Lithium is a critical component in the production of electric vehicle (EV) batteries, and therefore, it is essential for the growth of...
In the ever-volatile world of retail and investment, GameStop Corp (NYSE: GME) stands as a testament to the unpredictable nature of market sentiment and the undercurrents that drive stock valuations.  Over the past year, GME has witnessed a decline of 42.12%, which is a stark contrast to the S&P 500's...
A historical event without precedent in living memory, the COVID-19 pandemic has affected the commodity markets, including metals and mining, in a variety of ways with many miners experiencing the downside of relying on global supply chains, specialization and ultra-lean operations.  Many mining operations have been disrupted through government-mandated shutdowns...
Globalization, the megatrend spawned by the physical connectivity of every corner of the world and solidified by digital connectivity, has once again come into sharp focus thanks to recent events such as Brexit, trade wars and the Trump administration’s effort to disrupt global supply chains controlled by China.  Yet, globalization...
Phase Two of the $700B electric vehicle boom—the electric boat rush—is becoming just as crowded as its four-wheeled predecessor, with so many start-ups dotting this landscape it’s dizzying.  Loads of debt, problems getting into production, far-off delivery dates that make revenues a thing of the distant future—if at all—and failures-to-deliver...
Celebrities may soon find themselves out of an advertising side job when they need to shore up funds.   You don’t have to be a trustworthy figure like Tom Selleck to advertise reverse mortgages, and this is only effective for a dwindling demographic that still watches local TV.  It doesn’t take Jennifer...
When we think about infrastructure, roads, bridges and transportation facilities immediately come to mind. The Biden Administration is currently investing $220 Billion in over 32,000 projects in 4,500 communities according to a report in USA Today. It’s the largest focused infrastructure investment since the days of FDR. Key current infrastructure...
The COVID-19 pandemic triggered massive panic selling from February through March, killing the oldest bull market in stocks, while the economy collapsed into a deep recession. Quick and decisive action by the Fed to lower interest rates and inject the market with more cash as well as provide a huge...