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2024-05-30 09:29:53 ET More on copper and copper miners Does Copper's Rally Have Room To Run? CPER: Long-Term Copper Outlook Is Bullish, But Short-Term Caution Advised COPX: Copper Squeeze Could Stretch Beyond 2030 Read the full article on Seeking Alpha ...
2024-05-28 08:05:00 ET Summary While it is not the time to be making any kind of significant bear case for risk assets, I think we are reaching the stage in the cycle where most of the easy money has been made. The dollar, oil, and input prices all remain fairly stable and are far...
2024-05-27 14:00:00 ET Summary The trend of private equity firms acquiring publicly-listed companies only magnifies the opportunities in public equities. AI opportunities are indeed multifaceted, presenting both real opportunities and real risks. When looking at commodity mini...
2024-05-27 07:00:00 ET Summary Pete Najarian, co-founder of Market Rebellion, discusses the current state of the economy, Fed policy, and the impact on the markets. Pete never bought into the "5, 6, 7 Fed cut" talk in early 2024 - but thinks the market largely has the Fed right no...
2024-05-24 19:15:05 ET More on copper and copper miners Does Copper's Rally Have Room To Run? CPER: Long-Term Copper Outlook Is Bullish, But Short-Term Caution Advised COPX: Copper Squeeze Could Stretch Beyond 2030 Read the full article on Seeking Alpha ...
2024-05-23 16:50:35 ET More on gold and gold miners Exceptionally Strong PBoC And Chinese Private Sector Buying Continues To Boost Gold Price Gold At $3,000 Is The Wrong Way To Think About The Precious Metal Gold And U.S. Politics Read the full article on S...
2024-05-23 09:15:00 ET Summary Liquidated shorts from a flood of speculators, an AI bubble, a supply crisis, and a renewable energy craze have all combined with high global inflation to recently send copper to historic all-time highs. Copper went high enough to wreck a batch of sh...
2024-05-22 12:57:15 ET More on Freeport McMoRan Freeport McMoRan Presents at BofA Securities Global Metals, Mining and Steel Conference (Transcript) Freeport McMoRan: AI Data Center Winner (Rating Upgrade) Freeport McMoRan: Higher Copper Prices Will Likely Provide On...
2024-05-22 07:30:00 ET Summary The price of copper has been surging since the start of the year on concerns about potential shortfalls in supply. Hussein Allidina thinks copper prices have actually moved too far, too quick. As commodity prices move higher, anticipate that the ...
2024-05-21 18:30:44 ET More on gold and gold miners Gold And U.S. Politics Why Interest Rates Aren't Stopping Gold Gold Is Poised For A Major Move Higher As The Inflationary Cycle Persists Read the full article on Seeking Alpha For further details see...