Independent thinking for complex markets and current events
Ian Harris, CEO of Copper Giant, explains why his stock surged 77% and argues that soaring copper demand from AI data centers and infrastructure will drive a decade-long bull market for copper mining companies.
Link to article:https://t.co/DaTG9QsIvo — Kalani o Māui (@MauiBoyMacro) August 20, 2025 It's official: The US has now seen 446 LARGE bankruptcy filings in 2025, officially +12% ABOVE pandemic levels in 2020. In July alone, the US saw 71 bankruptcies, marking the highest single-month total since July 2020. What's happening? Let us explain. (a thread) pic.twitter.com/xIAbg4v3Lu …
by Mike Maharrey Is gold in the midst of a supercycle? A Wells Fargo analyst thinks so. Gold has had quite a bull run in 2024. The yellow metal is up over 21.6 percent this year, ranking among the best-performing assets. Along the way, it has hit new all-time highs more than 20 times. The first leg …
Think about today’s growth sectors – renewable energy generation, electric vehicles, AI – and the one thing they all have in common is an insatiable appetite for copper. To take one example, it requires three times as much copper to generate the same amount of electricity on a solar farm as in a gas-fired power …