• mr_cashcow : Nice, hope this becomes a weekly thing
  1)
  A. $BHP Group Ltd (BHP.US)$
  B. $Rio Tinto (RIO.US)$
  C. $Freeport-McMoRan (FCX.US)$
  2)Here is how rate cuts can affect the above mining companies:
  Lower borrowing costs: Reduced interest rates can lower borrowing costs, decreasing interest expenses and improving profitability
  Increased global demand: Rate cuts can stimulate global economic growth, increasing demand for commodities like iron ore, copper, and coal
  Higher metal prices: Weaker currencies and increased demand can lead to higher metal prices, positively impacting their revenues
  Reduced capital expenditure: Lower interest rates might reduce the attractiveness of capital-intensive projects, potentially slowing the respective company investment in new projects
  Apart from rate cuts I think the increasing environmental & social concerns about climate change, sustainability, & social responsibility can shift the economy towards focusing on recycling, reuse, and waste reduction which can in turn transform the metal and mining industries due to increase demand in renewable Energy which will increase demand for certain metals such as copper & lithium commonly used in batteries used to power EVs

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• 102362254 : Question 1 -
  Company A: $BHP Group Ltd (BHP.US)$
  Company B: $Rio Tinto (RIO.US)$
  Company C: $Freeport-McMoRan (FCX.US)$
  Question 2 - The likelihood of a significant rate cut in 2024 remains uncertain, but if it happens, it could benefit BHP, Rio, and FCX. Lower interest rates typically stimulate economic activity, potentially increasing demand for commodities such as iron ore and copper, which are core products for these mining giants. Of course, the ultimate impact will depend on market dynamics and central bank decisions.

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• steady Pom pipi : QUESTION 1-
  Company A: $BHP Group Ltd (BHP.US)$    
  Company B: $Rio Tinto (RIO.US)$    
  Company C:    $Freeport-McMoRan (FCX.US)$    
  Problem 2 — Interest rate cuts will cause the dollar to fall, and a fall in the dollar will cause the price of precious metals to rise, especially gold. Precious metals will become safe-haven assets to protect investors' interests.

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• LIM 104079753 : QUESTION 1-
  Company A: $BHP Group Ltd (BHP.US)$    
  Company B: $Rio Tinto (RIO.US)$    
  Company C:    $Freeport-McMoRan (FCX.US)$    
  Problem 2 — Interest rate cuts will cause the dollar to fall, and a fall in the dollar will cause the price of precious metals to rise, especially gold. Gold will become a safe-haven asset to protect investors' interests. Bitcoin will also have some impact; at that point, many people will go in and buy it!

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• Andrea Connally : although I enjoy the breakdown why is this initial comparison between two tech giants and a car company. I'm curious to see Ford versus $Coca-Cola (KO.US)$ $PepsiCo (PEP.US)$ or $Johnson & Johnson (JNJ.US)$ even $Colgate-Palmolive (CL.US)$. Comparison of consumable to consumble would be interesting since one is durable versus somewhat immediate but generally a known quantity.  We know how much toothpaste and toilet paper people will generally use and that will be somewhat consistent as a manufactering and sales perspective.

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