ProjectIncubator
Commented by Tarik Dede on September 8th, 2026 | 07:50 CEST
Commodity Stocks with More Upside? Kinross Gold, Globex Mining and Barrick Mining in Focus!
Interest rates up or down? At the moment, the market is not quite sure what to make of the situation. In July, following very weak labor market data, hopes of falling or at least stable interest rates in the dollar zone drove commodity prices higher. Gold gained 10% in a very short period of time. Just a few days ago, however, US labor-market data surprised to the upside, reigniting concerns about higher interest rates. Analysts, too, have plenty of opinions on the matter – but they do not have a crystal ball either. Long-term investors should not let this short-term stock market noise unsettle them. Structurally, everything points to rising commodity prices, and gold is likely to remain in focus. That is why today we are taking a closer look at the stocks of Kinross Gold, Globex Mining, and Barrick Mining.
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Commented by Nico Popp on August 31st, 2026 | 06:50 CEST
Hunger for Critical Metals at SpaceX and Beyond: How Globex Mining Differs from Berkshire Hathaway
Rocket launches are simply fascinating: the brilliant light, tremendous thrust, and nervous anticipation during the countdown captivate us. Yet many future technologies would be unthinkable without raw materials and their smart processing. Tech giants have long been turning their attention to Earth's mineral resources and thinking ahead about supply security. We take a closer look at SpaceX and examine which resource companies are already securing the deposits of tomorrow. Three business models put to the test.
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Commented by Nico Popp on June 18th, 2026 | 07:25 CEST
The Simple Path to Inflation-Protected Cash Flows: Why JPMorgan Chase and Altius Minerals Are Eyeing Globex Mining
Persistent geopolitical uncertainty, rising inflation, and tighter lending standards by commercial banks mean that even the mining sector is no longer operating under ideal conditions. Since missing production targets can trigger significant share price declines, major commodity companies are constantly searching for new deposits. At the same time, rising development costs are making mine operations more expensive, while the US Federal Reserve is adopting a more restrictive stance in light of inflation data. In this market environment, the royalty and streaming model is gaining importance because gross revenue royalties can provide inflation-protected cash flows without direct operational risks. We present a potential beneficiary of this trend and explain how the model works.
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