I am a Big Fan of Jack Lifton
Jack Lifton is an analyst at Resource Investor. While studying tellurium, I recently noticed a number of articles that Jack wrote. I really like his very insightful thoughts.
I am listing links to his articles here:
Nov. 15, 2007: Minor Metals
Oct. 18, 2007: Critical Metals for the U.S. ...Industries: An Opportunity or Problem?
Oct. 11, 2007: Demand Drivers for Critical Metals: A Report to Congress
Oct. 9, 2007: Tectonic Shift Looming for Rare Earth Market Dynamics
Oct. 4, 2007: Byproducts IV: Rhenium, a Byproduct of a Byproduct
Sep. 28, 2007: Molybdenum Myopia Redux
Sep. 13, 2007: Identifying Peak, Critical and Strategic Metals, Part I: Gallium and Rhodium
July 26, 2007: Why Not to Buy Indium for Speculation
July 19, 2007: Umicore: The Best Way to Invest in Exotic Metals
July 18, 2007: Tantalum: A Tantalizing Commodity Investment Opportunity
July 5, 2007: Consuming Passions and the Composition of the Earth’s Crust
June 14, 2007: Byproducts IV: Gallium
June 7, 2007: Geodex Scooping Up Indium-Uranium N.B. Properties
May 25, 2007: Byproducts III: Rhodium
May 17, 2007: Pick a Technology, any Technology, Please!
May 14, 2007: China Establishes Indium Exchange to Combat Markdowns
Apr. 26, 2007: Byproducts II: Another Germanium Rush?
Apr. 19, 2007: Byproducts Part I: Is There a Tellurium Rush in the Making?
Apr. 12, 2007: How the Global Warming Agenda Affects Critical Nonferrous Metal Demand
Apr. 5, 2007: Experts...Identify Critical Strategic Minerals for Taxpayer Funded Study
Mar. 15, 2007: Critical Mineral Impacts on the U.S. Economy
Feb. 22, 2007: Thorium: An Alternative to Uranium, 2007 Update
Jan. 19, 2007: Tap Into Tantalum
Jan. 11, 2007: Tiomin Reviewing "Strategic Options" for Flagship Project
Dec. 13, 2006: Investing in U.S. Natural Resources, Part 1: A Lithium Supply Crisis
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Great posts
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