Wealth Creation Through Natural Resources
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 stood out to me in terms of being potentially attractive investments/speculations were (in no particular … Continued
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 which sector I believe will do well against a backdrop of rising inflation and rising … Continued
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 to US$4/lb copper over the coming years. However, trying to profit from higher copper prices … Continued