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Return of the Devil's Metal
This article was written by Richard Horswill. All views and opinions expressed are strictly his own. Back in January of 2023 I highlighted how the Reddit retail investment community targeted silver as they had done in the case of Game Stop, a video game retail outlet that a hedge fund had shorted. The upshot was the bankruptcy of the hedge fund Melvin Capital. The small investors had taken on the big guns and won! Could silver really have been the next retail target? The real
Richard Horswill
Jan 8
Environmental disasters are not accidents
After Tom Stoppard’s recent death at 88, the former BBC investigative journalist, John Sweeney, quoted the playwright on the subject of journalism:- “People do terrible things to each other, but it's worse in the places where everybody is kept in the dark.” (Night and Day) Neither Stoppard nor Sweeney were referring to the world of commodities but it applies as much here as anywhere else. Zambia is, alas, a resource country in which darkness rules. A country under-repor
Anthony Lipmann
Dec 31, 2025
Christmas reality, or Wonderland
Alice walked moodily down the road. She kicked a pebble out of her path; it bounced off into the overgrown grass of the muddy verge. Normally, she loved Christmas, but this year so many things seemed to be going wrong in Wonderland, and she couldn’t see how they would ever get put right. She’s an optimistic little girl, as a rule, and well able to float happily above the vicissitudes and idiocies of the politicians. But what was nagging her now was how stupid they were being,
Lord Copper
Dec 22, 2025
Rare earths and the bomb
This article was written by Aaron Jerome. All views and opinions expressed are strictly his own. My postgrad was in International Relations at the University of Oxford, where for unknown reasons I chose to focus my research on the Rare Earth industry. Back then – which wasn’t that long ago - it was a niche issue… My advisor actually asked me if I was sure my topic was political! It would be fair to say that from the day the U.S. President mentioned the two words ‘Rare Earths’
Aaron Jerome
Dec 9, 2025
Snakes and ladders
This article was written by Richard Horswill. All views and opinions expressed are strictly his own. Recently, a well known banking CEO made a comment regarding a sizeable bankruptcy in the US. Tricolor Holdings, a sub-prime car/auto lender went bust leading to the commentary “you find one cockroach, and you’ll probably find more” to paraphrase. Almost simultaneously, First Brands Group, an auto parts manufacturer followed them into bankruptcy. Both companies were financed ou
Richard Horswill
Nov 10, 2025
Annoying? Nous?
May 1745: the battle of Fontenoy - the War of the Austrian Succession. The Pragmatic Army (British, Hanoverian, Dutch and Austrian,...
Lord Copper
Sep 23, 2025
Nobody wanna plant the corn
It may come as a surprise to some readers of this column, but I have a strange affection for reggae music, and there is a lyric by a man...
Lord Copper
Aug 21, 2025
Lies, damned lies and statistics
It’s mid-summer, holiday time, so why should we be too serious? I thought a few examples of how seemingly logical thought can lead us in...
Lord Copper
Aug 5, 2025
Chile in the time of cholera
Some Lord Copper readers will have read Gabriel Garcia Marquez’s book ‘Love in the time of Cholera’. A story of undying unrequited love...
Anthony Lipmann
Jul 28, 2025
Optimism or Delusion?
There is, it seems to me, a fine line in perception between being optimistic and positive, and being utterly delusional. For example, on...
Lord Copper
Jul 8, 2025
Heterodox Economics is not for Wimps
This article was written by Anthony Lipmann. All views and opinions expressed are strictly his own. I slipped gently into a different...
Anthony Lipmann
Jun 24, 2025
Fuzzy Boundaries
Sad news this week with the announcement of the death of Frederick Forsyth. I can remember when The Day of the Jackal was published in...
Lord Copper
Jun 12, 2025
38 Londres Street
This article was written by Anthony Lipmann. All views and opinions expressed are strictly his own. A Review of 38 Londres Street By...
Anthony Lipmann
May 8, 2025
De-industrialisation
The latest round in the ongoing saga of the complete failure to understand the concept of a national energy security policy is being...
Lord Copper
Apr 15, 2025
The straw that broke the camel's back?
This article was written by Richard Horswill. All views and opinions expressed are strictly his own. Tariffs, and with them potential...
Richard Horswill
Apr 13, 2025
Superpowers???
Years ago, when I was a child, I was seduced by the concept of superheroes and superpowers; and it continued through the generations - my...
Lord Copper
Mar 31, 2025
Lucky nickel, LME?
It seems to me that the LME have dodged the bullet - or at least got away with no more than a minor scratch. The Financial Conduct...
Lord Copper
Mar 26, 2025
A peace dividend from minerals?
This article was written by Lilia Shepel. All views and opinions expressed are strictly her own. I left my home of thirty-seven years...
Liliia Shepel
Mar 10, 2025
Iron Chancellor?
A long time ago, think late 1960s, when I was but a schoolboy, my parents decided that instead of the more regular summer in France to...
Lord Copper
Feb 11, 2025
HKEX - closing the warehouse circle?
This article was written by Martin Hayes. All views and opinions expressed are strictly his own. The London Metal Exchange (LME) earlier...
Martin Hayes
Feb 5, 2025
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