After spending the last 72 hours in Scottsdale, Arizona at the Capital Events Conference I have some observations to share. Companies that I met with that... Continued
The One Sector You Want To Own In 2018 (And 3 Sectors To Avoid)
Earlier in the week I wrote about one of my main themes for 2018, a rising inflation/interest rate environment. In this post I will lay out... Continued
It’s Time To Get Into This Underappreciated Copper Developer While Shares Are Still Cheap
Between 2019 and 2022 the global copper market is facing an increasingly undersupplied situation: This looming undersupplied market situation has some analysts forecasting a return... Continued