August 21, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
…And so the saga continues, China holds the threat of withdrawing REMs from the US, threatening to undermine global supply chains. These threats translated into action when China last week increased the import duties on ores and concentrates to 25%.
June 14, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
Holy Guacamole, and three kinds of chips and dips! China did not just threaten to cut off supply of rare earth minerals to the US? REMs are one of the few commodities on which the U.S. has not placed any extra import duties. Now they want to stop supplying it?
March 13, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
In early 2004, when gold and platinum prices rose steeply, China began fabricating volumes of palladium jewelry, consuming 37 tonnes in 2005. And today, the data has been pointing to one certainty, this metal is about to become more precious than gold!
March 6, 2019 | Paolo Sironi - FIntech Thought Leader and Author, IBM
Paolo Sironi is the global Fintech Thought Leader of IBM Watson Financial Services and he just published his fourth and latest book “Financial Market Transparency”, launched in Davos during World Economic Forum.
January 28, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
50, 150, and 300 – Number of civilian nuclear power plants under construction, on order, and planned, respectively, which according to the World Nuclear Association are going to be looking for long-term Uranium contracts these coming decades.
November 1, 2018 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
I had some Chinese last night and my local takeaway hero gave us some fortune cookies to go with it. My wisdom-in-a-biscuit read “The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity.” This is a pertinent statement about the current development in Asia, and a timely one too. While half the world is predicting doom, there is another half that sees boom.