Inflation Hedges and Green Economy Drivers
Discover how precious metals like gold and silver can protect your wealth during inflation and why industrial metals like lithium and copper are essential investments for the renewable energy future.
S&P 500 Soars After Election: What to Do If You Missed the Rally?
The post-election bounce marked the best day after a presidential election on record, leading to the index’s largest weekly gain of the year and igniting investor enthusiasm.
Risky S&P 500 Buying Opportunities in Late November
Historical data suggests that the final weeks of November can often bring increased volatility, influenced by a combination of year-end portfolio adjustments, holiday-season spending trends, and the broader economic landscape.
Mining vs. AI: A Tale of Essential Value in the Modern Economy
While mining stocks may not match the explosive growth seen in tech, they represent steady, essential value, with the modest 8% year-to-date growth largely driven by gold and royalty stocks.
NIO's Beijing Strategy: A Boost for Innovation, A Test for Investors
NIO's progress in Beijing and recent developments have significant implications for the stock market, particularly as the electric vehicle (EV) sector continues to grow.
S&P 500 Climbs to New Heights
Election years often bring heightened market speculation, and while the S&P 500 remains strong for now, various signals could point to a shift.
Copper’s Comeback Stalls as Chinese Stimulus Disappoints
Copper prices took a hit this week, marking a significant retreat from the highs of late September, when copper briefly surged above $10,000 a tonne.
What's Set to Drive the S&P 500 This Fall
As 2024 began, investors and analysts expressed concerns about the significant gains in the S&P 500, which had been driven by a narrow set of stocks, predominantly in the tech sector.
Hurricane Halts Key Quartz Mines, Disrupting Semiconductor Supply
Hurricane Helene has brought mining operations in North Carolina to a standstill, impacting the production of high-purity quartz essential for semiconductor manufacturing.
Mining Giants Struggle with Valuation Gaps as Copper Demand Soars
The mining industry is grappling with a significant valuation gap as companies shift their focus to copper, a critical metal for the energy transition.
China Dominates Over Half of Global Industrial Robot Installations
China has firmly established itself as the dominant player in the global industrial robot market, with recent data revealing that one out of every two industrial robots installed worldwide is now in China.
Hybrid Car Boom Revives Platinum Metals as EV Growth Slows
The rise in hybrid car sales, driven by a slowdown in electric vehicle (EV) adoption, is breathing new life into the demand for platinum group metals (PGMs). These metals, particularly platinum and palladium, have traditionally been used in catalytic converters to reduce emissions in gasoline-powered cars.
Decline in Major Gold Discoveries Threatens Future Supply Growth
The latest analysis from S&P Global reveals a growing concern over the diminishing number and size of new gold discoveries, casting doubt on future gold supply growth. Over the past few years, new gold finds have become increasingly rare, with only five major discoveries recorded since 2020, contributing 17 million ounces to global reserves.
Tokyo Electron's Comeback: DRAM Surge & Market Opportunities
Tokyo Electron (TEL), one of Japan's leading semiconductor equipment manufacturers, faced a challenging FY2024, marked by a 19% revenue decline. The downturn was driven primarily by significant drops in the Logic and NAND segments, which suffered from intense competitive pressures in the Etch and Deposition markets.
Tech Stocks Drag Nikkei Down, But Yen's Pullback Softens the Blow
The Nikkei 225 ended Monday on a down note, dragged lower by a sharp sell-off in technology stocks. The index closed at 36,215.75, marking a 0.48% drop for the day. Early in the session, the benchmark index fell as much as 3.14%, briefly dipping below the critical 36,000 mark for the first time since August 13. However, the index managed to claw back some losses as the yen weakened from a one-month high, offering a much-needed reprieve for Japanese exporters.
How Labor Day Affects the Stock Market Each Year
Labor Day, celebrated annually on the first Monday of September, has a notable impact on the stock market. As a federal holiday in the United States, markets, including the New York Stock Exchange (NYSE) and NASDAQ, remain closed for the day. The long weekend provides a brief pause in trading, reducing overall market activity. This break, however, often coincides with investors reassessing their portfolios as they prepare for the final months of the year, which are typically seen as crucial periods for the market.
Global Copper Surplus Quadruples in Early 2024
In the first half of 2024, the global surplus of refined copper surged dramatically, quadrupling compared to the same period in the previous year, according to preliminary data from the International Copper Study Group (ICSG). The surplus expansion was driven by a significant increase in both copper mine production and refined copper output.
Nikkei Dips After Record Rally
Japan's Nikkei share average took a downturn slipping by 0.6% to 37,828.03 after a five-session winning streak. This decline comes as investors sought to lock in profits following a significant rally last week. Despite the dip, it's important to recognize the recent performance of the Nikkei, which saw its biggest weekly gain since April 2020, a clear indication of investor confidence bolstered by easing concerns over the U.S. economy and a stabilization in the yen's value.
Understanding the U.S. Commodity Market
Commodities such as crude oil, natural gas, gold, and agricultural products are traded on exchanges, with prices fluctuating based on supply and demand, geopolitical tensions, and economic policies.
AI Boom Propels Uranium Prices
Long-term uranium contract prices have recently surged to over 16-year highs, driven by supply uncertainties and increasing demand from utilities expanding their capacities to support AI data centers.