While many investors we speak with have dedicated allocations to natural resources, others believe the cyclicality of the asset class warrants a market timing approach. One opinion we’ve heard from...
In the second edition of our “Yellow vests and electrical vehicles” theme (you can read the first edition here), we dive back into how the inferior energetics of electric vehicles (EVs) are leading...
“There has never been an instance in the history of civilization where a new technology with inferior “energetics” has replaced an older technology with superior “energetics.” While in southern...
Based on extremely favorable supply and demand trends, especially in India, copper continues to be our favorite metal.
Copper equities have pulled back significantly in the last six months and we believe that many offer excellent risk-reward characteristics.
Elon Musk’s April announcement that Tesla will manufacture a $35,000 electric vehicle prompted a huge amount of discussion in the investment community regarding the coming bull market in renewables...