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May 30, 2024

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Sector Roundup

Food inflation is causing consumers to shift their spending and eating habits. But with many of us needing our caffeine hit multiple times per day, are rising coffee prices…
As a Canadian, I have been focused more on inflation data in my own country and that of the US. US data is important because of the Federal Reserve…
“I’ve never seen the fundamentals for uranium so good in my multi-decade career.” The above statement has been registered in the last two weeks in writing, audio, or video…
Thanks to Electric Vehicles (EVs) and all things mobile – lithium demand is projected to increase 300% in the next 8 years. It’s no longer just Tesla’s game: Legacy…
Investor’s are cheering the recent July CPI data. Inflation came in at 8.5%, lower than the 8.7% expected. However, that is not the full story. Yes, gasoline prices are…
With equity markets reversing to the upside, we have some big movers (up and down!) in the agriculture space. Some press releases have triggered breakouts, and earnings misses have…
Much of the world was shocked by the extent of the farmers’ protests in the Netherlands which are still ongoing. Is Canada next? Prime Minister Justin Trudeau is pursuing…
The cost of living increased at its fastest pace in decades. Canadian inflation hit 39 year highs of 8.1%. Gasoline was the biggest single contributor. If gasoline was stripped…
The US markets are still reeling from the ‘shocking’ CPI numbers for the month of June. US inflation is not showing signs of peaking as CPI soared 9.1% from…
Counting Sheep   For me, sleeping is both a blessing and a curse. While I love nothing more than laying in bed after a long day, I hate waking…