Why Pampa Metals (PMMCF) is the Right Miner, at the Right Place, at the Right Time

There’s no denying that a massive deficit in copper is looming. (1) Governments and businesses are apprehensive about it. (3) But it’s not all doom and gloom. There’s an incredible opportunity afloat. One that could create a massive transfer of wealth like we’ve never seen before. How so? The copper supercycle. (4) As mining companies […]

The Commodity Stock Dip Shopping List (X, VKIN, CLF, FCX, CCJ, ADM, BHP, AA)

Inflation. War. Skyrocketing commodity prices. That’s the current context for investors looking to navigate the world right now. Crude oil has doubled since November. Wheat, soy, and corn have made similar moves. Gold recently reached new all-time highs. That picture has been driven by soaring demand growth as the pandemic comes to an end. But […]

Why Temas Resources Corp. Could Become the Biggest Commodities Breakout of 2022 (GOLD, BHP, EQX, VALE, TMASF)

The USA economy is trying hard to come back to the pre-pandemic normalcy. January has seen lots of up and down but with increased vaccination rates coronavirus could soon be the talk of the past. Further, people are learning to live with it and adaptation seems to be key. One sector that is starting to […]

Rate Breakout Fuels Growing Potential in Commodity Stocks (X, CEI, CLF, CCJ, ADM, BHP, AA)

The Fed continues to pivot toward the imminent need to combat inflation, which is now running at multi-decade highs. The upshot is a market rotating from technology growth to hard assets capable of driving near-term results for portfolios in the form of cash on the barrel to start the new year. For many analysts, the […]

Commodity Stocks For the Win as the Fed Falls Behind the Curve (CLF, CEI, CCJ, X, SLB, BHP, AA)

The Federal Reserve is set to conclude its two-day December meeting today with an announcement likely to involve a speeding up of the QE taper process in reaction to its growing awareness that inflation can no longer be said to be “transitory”. Yesterday’s Producer Price Index data further confirms this notion, setting a new all-time […]

Commodity Stocks in Generational Bull Trend (X, CEI, CLF, CCJ, ADM, BHP, AA, VKIN)

Guess what happens when you print trillions of dollars and then run into underinvestment and logistical problems upon reopening a fast-growing global economy? You get commodity price inflation. It’s hardly a shocking development. Major commodity markets are collectively up over 52% so far in 2021 – global equity markets are up less than 17% for […]