The copper land grab is underway…
Two mining giants don’t start merger talks unless something big is at stake. And in this case, one word explains everything: copper.
Read MorePosted by South African Investor | Jan 26, 2026 | Latest, Feed, Investing strategies, Money Morning |
Two mining giants don’t start merger talks unless something big is at stake. And in this case, one word explains everything: copper.
Read MorePosted by South African Investor | Jan 19, 2026 | Latest, Feed, Investing strategies, Money Morning, Resources |
In the early hours of January 4, 2026, the world woke up to a seismic shift in global politics. Operation Absolute Resolve, a bold US military action, culminated in the removal of Venezuelan President Nicolás Maduro from power. Markets reacted instantly. Social media lit up. And almost on cue, the same claim flooded X and trading desks everywhere (particularly from Americans): “Venezuela is back. Oil is about to flood the market. Canadian oil can be replaced.” That’s where the story goes off the rails.
Read MorePosted by South African Investor | Jan 14, 2026 | Latest, Feed, Investing strategies, Money Morning |
Everyone thinks the AI boom is about chips. Faster chips. Bigger chips. More chips. But that’s already yesterday’s problem.
The real constraint is power (electricity) – and that quiet shift is about to reshape energy markets, revive nuclear power, and open a rare opportunity for everyday investors.
Posted by South African Investor | Dec 30, 2025 | Latest, Feed, Investing strategies, Money Morning |
If you think the AI revolution is all about software, GPUs, or flashy chatbots, think again. The real backbone of this trillion-dollar boom isn’t digital…it’s physical. It’s metals. And if you ignore them, you’re missing the story that could define the next decade of investing.
Read MorePosted by South African Investor | Dec 20, 2025 | Latest, Feed, Investing strategies, Money Morning |
Back in June, I wrote a MoneyMorning article titled “This could soon become the hottest AI chip on the market!”. It was all about Google’s Tensor Processing Unit (TPU) – a custom-built chip designed for one thing and one thing only: running AI models at lightning speed. Here’s what I said then…
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