Pinned Tweet
💰“The big money is not in the buying and selling, but in the waiting.” - Munger
📊 The Paradigm Research Newsletter keeps investors informed of early-stage stock plays, curated by market veterans.
📰 Sign up today & get the latest analysis: paradigmresearch.ca/
Paradigm Market Research Inc. retweeted
In August I rotated back out of miners, after a rebound, into energy stocks.
Now I’m rotating out of energy into miners. Gold and copper in particular. I think gold defended these levels before and it will again. The setup into 2027 is perfect.
Copper is trading near all-time highs and Chinese premiums are surging. Yet the equities are a bargain. Why? Because of an AI growth scare that never mattered anyways. Copper is a supply story.
When everyone panic sells I buy. This is the way.
Paradigm Market Research Inc. retweeted
Shell CEO Wael Sawan says fuel demand at Shell stations is down about 5% globally, and almost 10% in Asia
"We're seeing globally a drop of around 5%"
"The Straits of Hormuz... is close to 80 to 85 percent of pre-war levels"
"We have drawn down significantly as a world on that inventory stock"
Brent is near $114, up more than 56% since the Iran war began in February
Even if the strait fully reopens, the world still has to refill its tanks first
via @CNBC, featuring @Shell
Paradigm Market Research Inc. retweeted
@robert_ivanhoe is absolutely correct. The coming copper crunch is unavoidable it’s not controlable. What is within our control is how we take advantage of this information. Personally I am invested more in Copper miners. Preaching in my own church to be sure. I just invested another $500,000 in $PNPN but you have to love $IVN and $IE at these levels. Today is end of year for Funds so price action is distorted …a tremendous day to buy IMHO
Investors are concerned at the moment about whether the AI boom is slowing. The best way to answer that question is to ask the companies that are supplying these new data centres.
One such company is @Prysmian_ They supply the power cables for these facilities. Their CEO, Massimo Battaini, recently said following another RECORD quarter that he sees NO SIGNS of slowdown in demand, delays or cancellations of orders… and in fact he is seeing growth accelerating faster than previously expected, as 2026 guidance was upgraded for the second time this year.
Enquiries have arrived in such volume that they have had to turn some business away. Massimo stated that the US in particular “exceeded all our best expectations, thanks to strong demand from data centres, which we were able to capitalize on...” Prysmian plans to expand production capacity further with a second copper rod mill at their plant in Texas.
This is a great example of how the booming digital economy impacts the physical one that enables it. Data centres, grids, transformers, cooling systems, and cables all need copper, along with many other critical metals, and they rely on a complicated supply chain.
The weakest link in that chain is new supply, which has been underinvested in for at least the past decade… and unlike buying cable off the shelf of a warehouse, a new copper mine can’t be delivered by the following morning.
Prysmian quarterly results press release: prysmian.com/sites/www.prysm…
$EMO.NE $EMOTF
@EmeritaRes Announces Positive IBW Pre-Feasibility Study Results Highlighting US$776 Million After-Tax NPV (8%), 23.51% IRR and 21-Year Mine Life.
Twenty-One Year Mine Life...
C'mon $2.50-3.00! 🙏🤞💪📈
pro.ceo.ca/@newsfile/emerita…
Paradigm Market Research Inc. retweeted
BREAKING. The Bank of Canada just raised rates for the first time since July 2023
The overnight rate goes up 25 bps to 2.50% after a full year on hold at 2.25%
Governor Tiff Macklem said the inflation outlook has "deteriorated" as the war in the Middle East keeps oil prices higher for longer
The BoC now sees inflation above 3% through the rest of 2026 and much of 2027, and only back at its 2% target by mid-2028
It also warned more hikes could be needed, though it will "proceed carefully"
This lands just hours before the Fed decision at 1 PM CT
A G7 central bank hiking because of an energy shock is the scenario bond markets have been bracing for, and the pressure on the Fed to sound hawkish today just went up
Paradigm Market Research Inc. retweeted
We are advancing our high-grade #gold exploration strategy in Northwestern Ontario!
The company has signed a drill contract for a minimum 2,500-metre diamond drilling program at its High Lake Gold Project, following the identification of high-priority drill targets along promising geological structures.
With this drilling , Total Metals is targeting extensions of known mineralization and testing new zones for potential discovery.
🔎 Follow the latest developments: totalmetalscorp.com/news
Paradigm Market Research Inc. retweeted
News Release, October 8, 2026📣
Total Metals Mobilizes Drill Rig to its High-Grade High Lake Gold Project, Northwestern Ontario
totalmetalscorp.com/news/tot…
$TT.V #gold #criticalmetals
Paradigm Market Research Inc. retweeted
$TT.V #gold #criticalmetals
Drilling is coming to High Lake!
Total Metals has executed a definitive agreement for a minimum 2,500-metre diamond drilling program at its high-grade High Lake Gold Project in Northwestern Ontario.
The program will target the Purdex Zone and other high-priority structures, with the goal of expanding the known mineralized footprint and defining the system’s scale.
Previous drilling returned up to 24.96 g/t Au over 14.90m, including 53.87 g/t Au over 3.15m.
The next phase of exploration is about to begin. 🥇
Learn more⬇️
totalmetalscorp.com/news/tot…
Paradigm Market Research Inc. retweeted
News Alert🚨
Total Metals Executes Drill Contract for its High-Grade High Lake Gold Project, Northwestern Ontario
Read here⬇️
totalmetalscorp.com/news/tot…
$TT.V #gold #criticalmetals
Paradigm Market Research Inc. retweeted
🚨 HIGH-PRIORITY GOLD DRILL TARGETS IDENTIFIED!
Yesterday, we announced the identification of high-priority drill targets at our High Lake Gold Project in Northwestern Ontario. ⛏️
With a focus on expanding known #gold zones and testing new exploration targets, we are advancing our exploration strategy at High Lake.
🔗 Read the full announcement: totalmetalscorp.com/news/tot…
$TT.V | $TTTMF #GoldExploration #Mining
Paradigm Market Research Inc. retweeted
News Alert 🔔
Total Metals Identifies High-Priority Drill Targets at its High Lake High-Grade Gold Project, Northwestern Ontario
Read here⬇️
totalmetalscorp.com/news/tot…
$TT.V #gold #criticalminerals
Paradigm Market Research Inc. retweeted
Canada Moves to Accelerate Major Project Reviews 🇨🇦
Kitco News reports on proposed federal legislation aimed at speeding up approvals for major natural resource and infrastructure projects in Canada.
📋 Key takeaways:
• Target of one year for federal reviews and decisions
• Permit reviews conducted concurrently
• Greater certainty for project proponents and investors
• Indigenous consultation rights remain in place
• Reforms aim to reduce lengthy project timelines
👉 kitco.com/news/off-the-wire/…
#Mining #CriticalMinerals #Canada
