commodities

Acorn Capital's Rick Squire and Lowell Resources' John Forwood dissect the stocks exposed to the hottest commodity right now - uranium

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.

In this edition of the Signal or Noise Rapid Fire, we take on the commodities world with lightning speed.

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.

To understand the uranium market, it is important to understand the role uranium plays in the nuclear energy supply chain.

Nickel and lithium prices have plunged, but both are now enjoying a rally. Morgan Stanley considers the possibility of whether the low is in

Plus, a closer look at the bubble-like conditions in the US technology sector.

Macquarie suggests the problems facing the lithium market are far more deep-seated than whether or not restocking has begun.

The recent lithium rally has triggered commentary from two brokers, both of whom warn about irrational optimism.

The share price reaction certainly suggests investors are happier with this result than the other two.