Aluminum

  • 16 Nov
    The Metal Conundrum After Trump’s Victory

    The Metal Conundrum After Trump’s Victory

    • The current copper spike may not last, but it shows copper’s long-term potential, especially if part of the announced infrastructure program materializes.
    • Unlike copper, other metals aren’t in a sweet spot due to unlimited supply, and recent and large price increases.
    • Gold is the riskiest of all metals, especially now with no more election uncertainty, a stronger dollar, and the expected FED action in December that will have us seeing higher interest rates.

    Introduction

    In the last couple of weeks, metal prices have moved.

    Copper has made an historic surge of 21.5% in the last two weeks, while gold fell 7.5% from its peak.

    As Trump won the election, the expectation of intensified construction and increased investments in infrastructure have pushed copper prices higher while gold suffered as the world didn’t come to an end. The short term moves in metal prices aren’t that significant as they are influenced mostly by speculators, but an analysis can show us where the long-term risks and opportunities lie. More →

  • 03 Nov
    Which Metals Are Shining The Most In 2016?

    Which Metals Are Shining The Most In 2016?

    • The issue with aluminum and iron ore is that there is plenty of both.
    • Platinum demand is related to demand for internal combustion engine cars.
    • Zinc might continue to be a winner if China continues to grow at the rates it has been.

    Introduction

    As metal prices are very volatile in nature, it’s important to regularly check on what’s going on in order to see where the greatest opportunities and risks are.

    Today we’ll walk through the main investable metals, and look at structural trends, demand and supply balances, and investing opportunities. More →

  • 02 Nov
    Are You Ready For The Tech Revolution? Sven Tells You How To Position Yourself

    Are You Ready For The Tech Revolution? Sven Tells You How To Position Yourself

    • New technologies are coming fast and will be coming faster in the future.
    • It’s important to avoid getting caught in a declining industry, but it’s also important to not buy into the hype of growth industries at crazy valuations.
    • We’ll try to find sectors that will benefit no matter what happens.

    Introduction

    Last week’s unveiling of Elon Musk’s new “solar roof” poses a very important question for investors: How is your portfolio positioned in relation to structural changes and disruptive technologies?

    We might look at solar roofs as uneconomic at the moment—or call a CEO crazy who wants to colonize Mars—but the trends are here to stay. Rare are those among us who would have reacted positively 20 years ago to the idea that it would soon be the same process buying an electric powered or a gasoline fueled car. More →

  • 26 Sep
    An EV Future: Investing Dos & Don’ts – Specific Investment Opportunity Disclosed

    An EV Future: Investing Dos & Don’ts – Specific Investment Opportunity Disclosed

    • We won’t mention Tesla (except for right here).
    • Margins are essential for profitable long term investments.
    • Alternative related investments seem like the best option for low risk, high reward pre-hype investing opportunities in the electric market, the opposite is true for oil.

    Introduction

    The rumor is that Apple Inc. (NASDAQ: AAPL) is searching for a partner to develop a car that many believe will be all-electric. This would be only one additional player in the long line of automotive manufacturers that have embraced the electric trend.

    In this article, we will look at how big the electric trend really is and what the investing opportunities and risks related to the new trend are. More →

  • 18 Aug
    Commodities: Stick To The Fundamentals, Beware Of Speculation

    Commodities: Stick To The Fundamentals, Beware Of Speculation

    • Oil prices are increasing the number of rigs, putting pressure on prices.
    • Soros sold his gold, should you?
    • Iron ore is hot, but waiting until winter might provide better purchasing opportunities.

    Introduction

    Yesterday we discussed how Treasury Inflation-Protection Securities (or TIPS) are a great protection during times of inflation. Today we are going to take a deeper look into another great inflationary protection, commodities.

    The general feeling is that commodities have surged since January, but there is a high level of divergence. This divergence in commodity price movements is due to speculation in some commodities and fundamental reasons in others. More →

  • 30 Jun
    Aluminum: A Leveraged Investment Into the Global Economy

    Aluminum: A Leveraged Investment Into the Global Economy

    • If the economy continues on its growth path, aluminum will enter into a supply gap.
    • After 5 years of losses, investors should be in for a treat.
    • The risks and potential rewards of investing in aluminum will be explained in this article.

    Introduction

    Aluminum is the third most abundant metal in the Earth’s crust and accounts for 8% of its mass. The mineral it is most commonly mined from is bauxite. The most widely known uses of aluminum are aircraft bodies and aluminum foil, but it has a multitude of other uses like window frames, beer cans etc. More →