I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)–that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn’t look any more settled today than it did...
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That’s because there looks like a significant gap in the development of new supplies in 2019 and 2020 that...
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