Copper Booming | Strategist’s Rules | Tiny OCI

** Trading Note | Coming from The Calandra Report below Financial markets are (choose one): lunatic; schizoid; paranoid; bipolar; neurotic. You already knew that, TCRs. Of note this month: copper‘s consistent price rise, in market spans antithetical — one day ‘risk-on,’ gold friendly and pro global industrial growth, and the next? Headlines about the U.S. …

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Reciprocating With Fury: Gold [& Bitcoin]

“When financial asset returns are close to zero, the return on gold is 20 percent on average yearly. Compound that.” — Peter Palmedo, quantitative theorist and Idaho-based money manager A “broad” dollar slide is doing the trick in Monday’s $100-plus gold gain to the $3,430 USD level. See: DXY Dollar Index and gold futures contract Our subscribers know, I think, that today’s …

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Patience In A Galvanized Markets Week

“We interview CEOs, and we learn they’ve spent two decades becoming overnight successes.” — Rick Rule, strategist   Seabridge Gold | Banyan Gold | F3 Uranium | Ivanhoe Mines  TCRs, Some calm and common sense for us during this week’s hyperactive investment markets (the works: miners, government bonds, blue chips, Bitcoin, physical gold and silver — …

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This ‘Baby’ Mine Will Grow For Decades

Ivanhoe’s Platreef To Develop Into ‘Godzilla’ Ivanhoe Mines‘ Platreef volley is fresh on the wires. See the ‘super-giant’ release. South Africa’s Platreef platinum (gold, nickel, copper, etc.) complex, via Robert Friedland‘s Ivanplats in 2003, was my second introduction to Ivanhoe. Mongolia’s Oyu Tolgoi copper-gold project in the Gobi was my first. Q4 and 2024-Year Ivanhoe …

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