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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
Commodity prices have been rallying for months, leading economists to worry about inflation. For example, lithium & coking coal prices have quadrupled from last year’s lows, and WTI crude oil & tin have doubled. Precious metals typically do well during … Continued
The following Guest post comes from Chris Parry of Equity.Guru. This piece on Defense Metals (DEFN.V) is a great one. Chris points out that drill results keep coming back strong, yet the market is largely ignoring it. Peter Epstein of Epstein Research [ER] owns shares of … Continued
The following Guest post comes from Greg Nolan of Equity.Guru. This piece on Defense Metals (DEFN.V) is a great one. Greg points out that last week’s news about Defense Metals’ metallurgy was very promising, yet the market is largely ignoring … Continued
Rare earth metals have been in the geopolitical spotlight for much of the year. Many, myself included, are surprised that the combination of severe trade tensions between the U.S. & China, strong growth in wind farm installations (they use REE … Continued