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

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

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,

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’

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