Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES COMMODITIES – HARD ASSETS WHAT DO REAL YIELDS TELL US ABOUT YELLOW & BLACK GOLD? Today, official Inflation Breakeven is the forecast that is derived from the difference between the yields on inflation-linked and fixed bonds of a given maturity or as […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII COMMODITIES – BONDS & CREDIT CHINA MAY HAVE BEGUN PLAYING ITS “TRUMP CARD”? What most are forgetting is that when it comes to any global reflationary spark, China – and its $40 trillion financial system which is double that of the US – has been […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII COMMODITIES – AGRICULTURAL GRAINS VALUE ROTATION: AGRICULTURAL COMMODITIES In this month’s LONGWave we identify Commodities as one of many expected areas for the coming secular sector rotation to impact. We didn’t have time to further expand on the ‘why’ and ‘where’ in the video. As […]
OROCOBRE: GAINS AT 29.8% BUT TESTING CRITICAL SUPPORT ORL CHART AS OF CLOSE 12-07-18 Business Summary (Yahoo Finance)) Orocobre Limited explores for and develops lithium and potash deposits in Argentina. Its flagship project is the Salar de Olaroz lithium project located in north-west province of Jujuy. The company also produces boron minerals and refined chemicals. Orocobre Limited […]
KATANGA MINING GAINS AT 39% — GOOD CHANCE OF MORE TO COME KAT Katanga Mining Ltd CHART AS OF CLOSE 11-30-18 INITIAL KAT Katanga Mining Ltd. IDEA: November 28th, 2017 KAT has been as high as $28.00 (2007); and has recently lifted from lows around $0.14 (Dec 2016). The weekly chart (left) shows […]
FUND MANAGER ALLOCATIONS TO COMMODITIES HITS 8 YEAR HIGH – NET 7% OVERWEIGHT According to the June Bank of America Fund Manager Survey and we would expect, since it is very late in the business cycle allocation to commodities has hit a new 8-year high, rising 1ppt to net 7% overweight, the highest since April 2012 when […]
IN-DEPTH LOOK AT THE JUNIOR COBALT MINERS — SOURCE: 04-17-18 Seeking Alpha, Matt Bohlsen – “A Look At The Junior Cobalt Miners In Early 2018” — Summary Cobalt spot price history and some background cobalt articles. A new look at the cobalt juniors that have a chance to make it. This idea was discussed in more depth […]
CAPITAL CONTINUES TO FLOW INTO LITHIUM ASSETS AS DEMAND RISES — SOURCE: 04-16-18 Seeking Apha, Livio Filice – “Lithium Investing: Capital Continues To Flow Into Lithium Assets As Demand Rises” — Summary Battery production continues to climb as automakers bring new options to market; new energy vehicle sales figures continue to rise. Barriers to mass technology deployment […]
NEW PLAYERS & APPROACHES EMERGE TO SUPPLY COBALT STOCKS TO WATCH American Manganese Inc. Umicore British tech startups Aceleron and Powervault Ltd. Recycling techniques can draw metal from lithium-ion batteries New source could meet 10% of car industry’s metal needs — SOURCE: 12-01-17 Bloomberg – “How to Mine Cobalt Without Going to Congo” — […]
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL — SOURCE: 10-20-17 RealVison.com The Hack Nickel is a base metal that is used in variety of industrial applications. It is added to steel for corrosion resistance, Often used for its bright and lustrous appearance in coins, jewelry, etc. Used in batteries, such […]
