Capital Markets

Christmas Comes Early to Rare Earth Miners

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%.

Rare Earths and Rarer Good Sense

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?

When a Million Dollar Missile Threatens a Trillion Dollar Economy

May 8, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group

Palladium – More precious than Gold!

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!

An Afternoon With Paolo Sironi

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.

Uranium, Not So Radioactive Anymore!

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.

A Silver Lining in Our Futures

January 21, 2019 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
Over the last week spot prices of silver have jumped from 468.30 USD/KG to 493.06 USD/KG. And as I’ve always said – The Trend is Your Friend. So get on the silver train before it leaves the station.

Western Medicine by Eastern Wealth: Chinese VCs Invest in US Healthcare Startups

December 5, 2018 | Gregory Silberman - Chief Investment Officer, Atlanta Capital Group
China is doing what China does when in need of a tech boost. It has decided to invest in western companies via acquisitions, mergers, investments, and joint ventures.

The Asian Pivot: Equity Managers Look to Asia Even as Markets Plunge

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.