BBL News and Press, BHP Group PlcSponsored ADR From 04/24/20

Welcome to the April 2020 cobalt miner news. The past month saw cobalt prices unchanged and lots of news related to COVID-19 causing weaker demand and supply, and some miners cutting projects and costs. We also had the big news of Glencore taking Katanga Mining private. Cobalt price news ...

The Mercator International Opportunity Fund ( MOPPX ) Quarter 1, 2020 Report Following very strong performance in 2019, the Mercator Fund was cruising nicely in January. Performance peaked in mid-February when global markets were hit by yet another Black Swan event. By definition, this...

This article first appeared on Trend Investing on March 17, 2020; therefore, all data is as of that date. With US markets down 30% from their recent highs and panicked investors hitting the sell button, this has taken the EV metal miners from being oversold to now the cheapest they have ev...

Thesis Despite a rapid annual decline of up to 42.32%, Freeport-McMoRan's ( FCX ) stock may turn out to be a major beneficiary of the outbreak of COVID-19. The stock fell from a high of $14.20 recorded on April 17, 2019 to $8.19 on April 9, 2020. In this article, I will explain how disrupt...

Foreword Last week I focused on a collection of broker-favored energy equities. This week I chose to focus on basic materials to see if that sector might also see a rebalance in favor of the buy and hold buyer like you and me. The Ides of March dip pushed energy stock prices well below t...

Welcome to the nickel miners news for March. The past month saw nickel prices lower and minimal coronavirus disruptions for now. From what I can gather online, the month-long lockdown of Manila and the island of Luzon has not impacted the nickel exports from Southern Philippines. For now there...

Welcome to the March 2020 cobalt miner news. The past month saw cobalt prices fall and a subdued month of news as the world comes to terms with the coronavirus. Cobalt price news As of March 19, the cobalt spot price was US$13.38/lb , down from US15.20/lb last month. The LME cobalt pri...

The risk-off conditions over the spread of the coronavirus around the world are hitting the global supply chain like a ton of bricks. Commodities are global assets, so a worldwide recession can wreak havoc with prices. Commodities can be a highly volatile asset class. Raw material prices can d...

I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously problems with regulation, but when we had a 1% Fed Funds rate in 2003 after, to me, it was pretty obvious that the economy had turned (up) and I think the...

On Wednesday, February 19, 2020, offshore drilling giant Noble Corporation ( NE ) announced its fourth quarter 2019 earnings results. At first glance, these results were solid as the company managed to beat the expectations of its analysts in terms of both top-line revenues and bottom-line e...