Risk
Roadblock Looms for Renewable Energy Shift, BCA Warns
A lack of capital spending in mining such ‘transition metals’ as copper, nickel and lithium is linked to chaotic prices, the research firm says.
Tag: copper
Asset Allocation
‘Doctor Copper’ May Be Signaling an Upturn—for the Metal and the Economy
Traders in the beaten-down commodity, an economic bellwether, are taking long positions in its futures.
Research
Silver’s Price Growth Is Outpacing Gold: A Good Economic Sign
One factor that gives silver a boost is its use in renewable energy products, DataTrek says.
Newsmakers
Robertson’s Contribution to Hedge Funds: Research Intensity
While hedge operators were always stats-oriented, he took data gathering to a whole new level.
Risk
Why Inflation Might Not Be Temporary
Officials say inflation won’t last. But commodity prices show no signs of slowing down.
Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?
Alternatives
Where Allocators Can Find Good Post-Pandemic Investments
Our panel suggested cobalt, building ground leases, sports franchise lending, and others.
Market Moves
Cathie Wood: The Big Risk Is Deflation, Not Inflation
The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Market Moves
Bullish Signs: Copper and Silver Shine Anew
The two metals’ prices have climbed nicely, a good counterpoint to the jobs situation.