by Mark Bunting | Nov 24, 2021 | Big Picture, Blogs, Canada, Interviews, Investing, Media, Stocks, Top Ideas
Sponsor Content. Copper may be in the midst of its strongest-ever cycle. That’s as demand for the metal for use in electric vehicles, batteries, and renewable energy infrastructure is expected to remain strong through at least this decade. What if we told you...
by Uncommon Sense Investor | Aug 4, 2021 | Big Picture, Blogs, Canada, Investing, Media, United States
Last December, we repurposed a blog by Jesse Felder of The Felder Report entitled The Courage to Act on Major Commodities Bull Market. At the time, Felder had been arguing for several months that commodities were climbing out of a 10-year consolidation and investors...
by Mark Bunting | Dec 24, 2020 | Big Picture, Investing, Stocks, Videos
2021 Lookahead, Part Three. There have only been six commodity and inflation peaks in the past 227 years, according to Daniel Sullivan, Head of Global Natural Resources at Janus Henderson Investors. He believes commodities are following the path of past commodity...
by Uncommon Sense Investor | Dec 17, 2020 | Blogs, Investing, Media, Stocks
Are energy and other commodities in the early stages of a major bull market? They can’t be. They’ve been unpopular for so long. Is this recent rally for real? Did we miss it? Is it another false dawn? Are we missing out? Are we afraid to act? Here’s...
by Mark Bunting | Dec 8, 2020 | Interviews, Investing, Stocks, Videos
During the market crash earlier this year, David Picton and his team separated stocks into four categories based on how they would fare in the new environment. Lately, the President, CEO and Portfolio Manager at Picton Mahoney Asset Management has been moving money...