⚑ Joe Mac's Viewpoints⦁ Theme TrackerCommoditiesMarketsMonetary Policy Post-Coronavirus Commodities Comeback Summary: Commodities have fallen fast and hard in the wake of the Coronavirus’ pummeling of nearly every asset class. This is…McAlinden Research PartnersFebruary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & Trade Safe Haven Surge Has Only Just Begun for Silver and Silver Miners Amid the precious metals rally that was set off by the rapid spread of Coronavirus and uncertainty around the ability…McAlinden Research PartnersFebruary 25, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & Environment Lithium Stocks Surge, but it Can’t Last Without Pricing Rebound Despite continually falling prices for raw lithium, stock prices for a number of firms involved in lithium conversion, mining, and…McAlinden Research PartnersFebruary 5, 2020
★ Daily Intelligence Briefings (DIBs)Commodities This is a Great Time to Be a Palladium Miner Palladium’s year-to-date rally on the heels of a stellar 2019 has some investors wondering whether a correction is imminent. Perhaps…McAlinden Research PartnersJanuary 21, 2020
★ Daily Intelligence Briefings (DIBs)Commodities Prepare for Steel and Aluminum Prices to Diverge in 2020 After declining for most of 2019, aluminum and steel prices have started to rebound on hopes that the supply/demand imbalances…McAlinden Research PartnersDecember 9, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Silver’s Rally is Far from Over as ETF Investors Buy at the Same Pace as in 2009 Silver’s price gains this summer are nearly double that of gold. Still, the white is significantly undervalued relative to gold.…McAlinden Research PartnersSeptember 5, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Rare Earth Stocks Take Off on Production Cuts, Rising Demand, Fears of Export Controls Rare earth metals are back in the spotlight on fears that China could restrict US access to these vital materials…McAlinden Research PartnersMay 30, 2019
★ Daily Intelligence Briefings (DIBs)Commodities What the Divergence in Iron Ore and Steel Prices Means for Investors Prices of iron ore, the primary ingredient in steel production, have surged this year. The price of steel has not…McAlinden Research PartnersMay 23, 2019
★ Daily Intelligence Briefings (DIBs)Commodities Rare Earth Metals’ 2009 Déjà Vu Moment Shines Light on Australian Miners Rare earths help power everything, from consumer electronic devices such as smartphones and tablets, to MRI machines, satellites, nuclear reactors,…McAlinden Research PartnersNovember 5, 2018