Darrell White 0.5 3 ideas
CEO of BMO Capital Markets (Mining/Metals Conference Host)
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By sector
ETF
3 ideas
-9.2%
Top tickers (by frequency)
REMX
1 ideas
0% W
-2.4%
COPX
1 ideas
0% W
-16.7%
XME
1 ideas
0% W
-8.3%
Best and worst calls
Best calls
REMX LONG
-2.4%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
XME LONG
-8.3%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
COPX LONG
-16.7%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
Worst calls
COPX LONG
-16.7%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
XME LONG
-8.3%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
REMX LONG
-2.4%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital pro...
Feb 23
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
CEO of BMO Capital Markets...