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Looking for the Catalyst: European Rearmament
Every commodity cycle has a demand catalyst… James Cooper highlights one that few have paid attention to: conflict and military rearming. One of the primary drivers of higher metal prices. Read on to find out why this is important.
Commodities
Commodity Cycle: Are You Seeing It Now?
Commodities with vastly different demand and supply fundamentals rising higher all at once… A coincidence? Read on to find out.
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Technology
How the AI explosion will perfectly offset the demographic implosion
Half the population is terrified of demographic decline. The other half is horrified about AI. The two need to take a long hard look at each other.

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