Ahead Of The Herd
@aheadoftheherd_
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No material should be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment.
Joined February 2018
The disconnect between demand destruction from interest rate hikes and demand creation from infrastructure spending https://t.co/Me4U3BSZqP
#aheadoftheherd #commodities #stockmarket #bullmarket #interestrates #covid19 #miningandmetals #inflation
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Kodiak Copper – Right people, right project, right location, right time https://t.co/IzYvGZHrJR $KDK #Copper #KodiakCopper #DiscoveryGroup
aheadoftheherd.com
2024-05-28 Mineral exploration is as much a collection of data as a hunt […]
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The Slowdown in US Electric Vehicle Sales Looks More Like a Blip https://t.co/YC9FDltDMN
#Hyundai #Kia #Ford #EV #ElectricVehicle
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By Tom Randall – Bloomberg For every sign of an EV slowdown, another suggests […]
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China’s Cheap EVs Aren’t a Threat to Tesla, Ford, and GM. Here’s What Is. https://t.co/kVIP9Ikcy7
#tariffs #ElectricVehicles #Tesla
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By Al Root – Barron’s BYD’s Seagull doesn’t look all that threatening. It’s a […]
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Billionaire Investor Sells Big Tech And Buys Gold Miners: GDX Implications https://t.co/KxsCrzEPUW
#Gold #GDX
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Would Returning to the Gold Standard Resolve Our Most Pressing Monetary Problems? https://t.co/LF2GfjIOll
#GoldStandard #gold
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By Charles Hugh Smith – of two minds Money in all its forms […]
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Baby-boomers are loaded. Why are they so stingy? https://t.co/lnlBxnqNh6
#BabyBoomers
aheadoftheherd.com
From The Economist Baby-boomers were born between 1946 and 1964—and are the luckiest generation […]
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EGR to drill Detour West as financing for juniors picks up https://t.co/yWBF2QI7Pe $EGR #Gold #DetourWest #AbitibiGreenstoneBelt #DetourFenelonGoldTrend $HMB $IMG $CCO $KLD $CG $NGT $AEM
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2024.05.26 The metals rally took a breather this week, with gold, silver and […]
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Ranked: The World’s Largest Lithium Producers in 2023 https://t.co/wTKNrRyMVU
#Lithium
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By Bruno Venditti – Visual Capitalist Three countries—Australia, Chile, and China—accounted for 88% of lithium production […]
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Favorite Recession Indicator shows next recession keeps moving further out https://t.co/L32VTKLLLa
#Recession
aheadoftheherd.com
By Wolf Richter for WOLF STREET This is kind of funny. Initial claims for unemployment insurance […]
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The Copper Bull: Speculation vs. Fundamentals https://t.co/YTkdzjqZqD
#Copper #AI #RenewableEnergy #Inflation
aheadoftheherd.com
From Schiff Gold Copper has gone mad: Liquidated shorts from a flood of […]
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The Start of De-Dollarization: China’s Gradual Move Away from the USD https://t.co/kYtxhH0aQl
#DeDollarization #renminbi #RMB
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By Julia Wendling – Visual Capitalist Since 2010, the majority of China’s cross-border […]
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Bonds’ Decades-Long Lead Over Gold Vanishes as Debt Worries Grow https://t.co/Ms5olK5bFY
#Gold $EGR #Bonds #inflation
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By Ye Xie and Yvonne Yue Li – Bloomberg Investors traditionally flocked to US debt as […]
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Silver eyes $50? TD Securities predicts major breakout after $31 support holds https://t.co/dIdWP7slk6
#Silver $SNAG
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By Neils Christensen – Kitco News The silver market is holding initial support […]
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Gold Bull Run in Early Stages: $10k Gold on the Horizon? - Adam Rozencwajg https://t.co/uVzoBK6q2p
#Gold #BullBull
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Can the rich world escape its baby crisis? https://t.co/SdhFo9vxSw
#FertilityTests #MaternityLeave #demographic
aheadoftheherd.com
From The Economist Almost every rich country is considering increasing its pro-natal efforts, […]
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Copper Mining and Vehicle Electrification https://t.co/gjRayoHxr3
#Copper
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From International Energy Forum Just to meet business-as-usual trends, 115% more copper must […]
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https://t.co/190ejBQwJR wrote up the above linked to copper demand article - Interesting chart included Six new large mines need to come online annually by 2050 to meet global copper demand https://t.co/u7U7M6BmeA $MAX #Copper #RenewableEnergy
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From Mining.com The paper, published by the International Energy Forum, examined 120 years […]
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Gold, copper hit records, silver nears 12-year high as metals rally continues https://t.co/nHjM7dXZ2h
#Gold #Copper #Silver #commodities
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By Ines Ferré – Yahoo Finance “In the macro, the big picture, though, […]
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