Is this the Death of Gold Developers?
Mike Bevan's podcast is recommended and discusses the challenges facing WA gold explorers and developers, with parallels to the Orecorp saga and a...
289 Views
ISM vs Commodity Prices // Upcoming Rice Price Explosion?
ISM vs Commodity Prices The latest ISM Manufacturing data came in lower than expected. It almost seems like economic momentum in the US is fading.
184 Views
Concentrating on Concentrates
Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...
239 Views
Macro Regime Indicator – Growth is the dark horse in July..
Coming into June, we wrote that the biggest “risk” was that we moved towards a goldilocks scenario. While our portfolio returns have mostly...
211 Views
EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
1.5k Views