News
Craig Tindale: 'The Financial Economy Is $400 Trillion, Only 1% Is Metals and Chemicals. That Table Has to Turn"
6+ hour, 18+ min ago (699+ words) Craig Tindale argues only 1% of the $400 trillion financial economy sits in metals and chemicals, signaling a coming capital rotation into physical assets. Copper prices surged to $12, 529 per metric ton while transformer backlogs at Siemens stretch from five to six years,…...
Bitcoin Price Prediction as Miners Spend $80, 000 to Produce One Bitcoin
2+ mon, 5+ day ago (655+ words) Publicly listed Bitcoin miners spent an average of $80, 000 to produce one BTC last quarter while Bitcoin trades around $67, 000a loss of roughly $13, 000 per coin mined. Miners have signed over $70 billion in AI contracts and sold 15, 000+ BTC from their treasuries to mitigate…...
BHP and VALE Are Home Run Stocks As Copper Demand Goes Parabolic
2+ mon, 2+ week ago (771+ words) Copper demand is surging due to data center infrastructure, EV manufacturing, renewable energy, and military applications, with physical demand up over 30% in the past two quarters, while global copper supply is projected to fall short by as high as 17 million…...
MARA Holdings Drops 6%, Riot Platforms Falls 5%: Two Bitcoin Miners Caught Between Energy Costs and an AI Pivot
2+ mon, 2+ week ago (912+ words) Marathon Digital (MARA) saw purchased energy cost per bitcoin rise to $39, 235 from $32, 433 last quarter while planning a 64% stake in Exaion and West Texas data center campuses to reach 50% international revenue by 2028. Riot Platforms (RIOT) posted record $647. 4 M annual revenue but…...
Copper Prices Are Still Surging: Here's the Only ETF You Need to Play It
3+ mon, 2+ day ago (456+ words) U. S. Copper Index Fund (CPER) is up 28% over the past year, outpacing the S&P 500s 15. 5% gain, carries a 1. 06% expense ratio, and dropped 19% when refined copper was exempted from tariffs. Copper faces a structural deficit exceeding 10 million metric tons by 2040 as energy…...
The Analyst Who Called the 1987 Crash and Silver Hitting $100 now Sees It Tripling From Here
3+ mon, 3+ week ago (276+ words) Oliver forecasts silver could reach $300 to $500 per ounce in 2026 based on momentum structural analysis. Shanghai Futures Exchange banned naked silver positions without hedging quotas, forcing paper traders to cover shorts. The silver/gold ratio doubled from 1% to 2% since 2024, a key…...