Wealth Creation Through Natural Resources
Cobalt has become a conflict mineral given that more than half of global cobalt supply comes from the Democratic Republic of the Congo (DRC) which includes smaller non-sanctioned mines that may use child labor. A company that we have been … Continued
I have paid less and less attention to sentiment surveys over time, however, this morning’s AAII Sentiment Survey is notable in that nearly half of those surveyed hold a neutral stock market view for the next 6 months: I don’t … Continued
In March we witnessed the largest monthly inflows to emerging markets since June 2014: This is a very bullish chart because it bodes well for commodities and global growth. The emerging markets unwind has been one of the biggest … Continued
Lithium X Energy (LIX.V) has managed to not only more than triple in share price within the span of a few months, it has also managed to generate a great deal of controversy. The main chat stream on CEO.CA has … Continued
The latest Commitments of Traders data from the CFTC confirms that short covering has been largely responsible for the rally in crude oil during the last eight weeks: With the net-long position reaching a 17-month high and the gross … Continued
There has been a great deal of talk during the last couple of weeks regarding what would happen when the .15 private placement shares came free trading in Lithium X (LIX.V). Thursday on CEO.CA I offered an opinion that the … Continued
After a more than 60% rally from the early February low investors are beginning to turn skeptical on crude oil again: Barclays Research highlighting the large turnaround in managed money positioning… Macquarie Research takes the opportunity to make … Continued
An upstart Canadian clean energy technology company (focused on lithium-ion battery technology for electric vehicles) that we highlighted earlier in the month, Nano One (NNO.V), is beginning a high volume chart breakout: NNO.V (Daily) NNO has completed a 12-month basing pattern … Continued
Gold producers haven’t been this short of gold futures since a couple of months before the April 2013 gold crash: Gold (5-year) with Commitments of Traders (below) So we have hedge funds and CTAs heavily long on one side … Continued
Gold has fallen more than $70/oz since peaking at $1287.80 a couple of weeks ago: Gold (Daily) Gold has traded within a roughly $40 range for the last six weeks – this week’s downside break from the range makes … Continued