Anglo–Teck: Building a Copper Champion with Coal Cash Flow
Anglo and Teck merge to create $53bn copper-focused mining major, aiming for $800m in annual savings by year four with strong leverage to copper's...
679 Views
Silver Market Snapshot: Rising Prices, Industrial Tailwinds, and Strategic Exposure
Silver prices have surged due to industrial demand and market deficit, making it a niche investment opportunity with potential for long-term growth.
422 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
487 Views
Silver Thematic ACF Equity Research 11082022
Silver (Ag) is half store of value and half industrial metal. A hawkish Federal Reserve and spiking bond yields will create significant headwinds...
765 Views
EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
432 Views