Lawrence McDonald — YTD Hard Assets vs. Financial Assets
BHP Group $BHP +53%
Rio Tinto $RIO +43%
Vale $VALE +32%
Alcoa $AA +28%
vs.
Mag7 MAGS +5%
Bloomberg data.↗
May 6
Lawrence McDonald — 2026 - Hard Assets vs. Financial Assets
BHP Group $BHP +42%
Rio Tinto $RIO +35%
Nuclear $URNM +23%
Aluminum $AA +18%
Copper $COPX +16%
Coal $COAL +13%
vs
Mag7 $MAGS +3%
Facebook…↗
February 2026 · 2 mentions
Feb 16
mon — $BHP the world's largest mining company, is seeing strong growth driven by copper demand.
CEO Mike Henry explained on CNBC few months ago that copper needs are accelerating due t…↗
Feb 1
Mike Investing — This precious metal has been completely overlooked by many, but wont be for long…
That is #Copper, & it is currently breaking out of a 20+ year resistance.
AI is ran by power, &…↗
January 2026 · 2 mentions
Jan 25
Mike Investing — Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…↗
Jan 9
The Future Investors — $RIO $GLEN Rio Tinto is in early talks to buy Glencore in a potential all-share deal that would create the world’s largest mining company 🌍⛏️, driven by a push to expand copper ex…↗
December 2025 · 1 mention
Dec 11
Lawrence McDonald — Hard Assets, Financial Repression, Regime Change
$RIO > $AMZN Amazon since 2021
*File under things you will NOT hear on CNBC. Bloomberg terminal data. https://t.co/AmJ10k3gnA↗