Paola Rojas
@paolarojas.bsky.social
+40K on Twitter/LinkedIn. Metals, stocks, tech. Investor, director. Corporate advisor to buy/sell side @synergyrescap.bsky.social $80M+ in deals. AAusIMM. Sydney-based, previously Chile/Argentina.
• Earnings: Gold miner season kicks off with Newmont $NEM and Agnico Eagle $AEM, key aspects in focus being capital returns, M&A linked to strength in gold prices and geopolitical risk
April 22, 2025 at 10:18 AM
• Earnings: Gold miner season kicks off with Newmont $NEM and Agnico Eagle $AEM, key aspects in focus being capital returns, M&A linked to strength in gold prices and geopolitical risk
• Economic indicators & rate decisions: Aussie markets fully pricing in a 25bp rate cut in May, despite rebound in jobs; other countries to come
April 22, 2025 at 10:18 AM
• Economic indicators & rate decisions: Aussie markets fully pricing in a 25bp rate cut in May, despite rebound in jobs; other countries to come
- Economic indicators & rate decisions: Australia employment, India CPI, US retail sales, China activity, 1Q GDP, ECB + IBOK
- Ex-China rare earth stocks to see renewed interest, as China's placed export restrictions as retaliation
- Ex-China rare earth stocks to see renewed interest, as China's placed export restrictions as retaliation
April 14, 2025 at 4:56 AM
- Economic indicators & rate decisions: Australia employment, India CPI, US retail sales, China activity, 1Q GDP, ECB + IBOK
- Ex-China rare earth stocks to see renewed interest, as China's placed export restrictions as retaliation
- Ex-China rare earth stocks to see renewed interest, as China's placed export restrictions as retaliation
- Temporary pause on tariffs to sustain rally in consumer electronics, but equally likely to fuel continued volatility. $AAPL and related stocks to continue recovery
- US Treasuries to expand yield as dollar continues to be challenged
- US Treasuries to expand yield as dollar continues to be challenged
April 14, 2025 at 4:56 AM
- Temporary pause on tariffs to sustain rally in consumer electronics, but equally likely to fuel continued volatility. $AAPL and related stocks to continue recovery
- US Treasuries to expand yield as dollar continues to be challenged
- US Treasuries to expand yield as dollar continues to be challenged
I'll take some good news from wherever they come!
April 7, 2025 at 4:16 AM
I'll take some good news from wherever they come!
total stupidity John, very frustrating 😒
April 7, 2025 at 4:13 AM
total stupidity John, very frustrating 😒
3) COPPER: Is the copper run over? Recent buoyancy was connected to preparation for these tariffs so it makes sense to see a correction, but this feels a bit overdone. Will it recover?
Poised to be a rocky week but let's keep calm...
What are you paying attention to the most?
Poised to be a rocky week but let's keep calm...
What are you paying attention to the most?
April 7, 2025 at 4:12 AM
3) COPPER: Is the copper run over? Recent buoyancy was connected to preparation for these tariffs so it makes sense to see a correction, but this feels a bit overdone. Will it recover?
Poised to be a rocky week but let's keep calm...
What are you paying attention to the most?
Poised to be a rocky week but let's keep calm...
What are you paying attention to the most?
it's all happening John!
March 24, 2025 at 12:51 AM
it's all happening John!