




{"id":92,"date":"2023-03-31T04:25:03","date_gmt":"2023-03-31T04:25:03","guid":{"rendered":"http:\/\/hallgartenco.com\/wordpress\/?page_id=92"},"modified":"2023-04-03T05:45:43","modified_gmt":"2023-04-03T05:45:43","slug":"portfolio","status":"publish","type":"page","link":"http:\/\/hallgartenco.com\/wordpress\/?page_id=92","title":{"rendered":"Portfolio"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"92\" class=\"elementor elementor-92\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1a68fd0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1a68fd0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9046266\" data-id=\"9046266\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-105a90d elementor-widget elementor-widget-text-editor\" data-id=\"105a90d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.11.5 - 14-03-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#818a91;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#818a91;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<h4>Our monthly Mining Portfolio Reviews from July 2016. Editions previous to that date available upon request<\/h4><ul><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Feb2023.pdf\">Portfolio Review: February 2023: Variious Worms Turning<\/a>\u00a0\u00a003\/06\/2023<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Jan2023.pdf\">Portfolio Review: January 2023: Delusions of Greenness<\/a>\u00a0\u00a002\/07\/2023<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Dec2022.pdf\">Portfolio Review: December 2022: Silver Back in Contention<\/a>\u00a0\u00a001\/06\/2023<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Oct2022.pdf\">Portfolio Review: October 2022: Lithium Lifts LME Week Mood<\/a>\u00a0\u00a011\/09\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Sept2022.pdf\">Portfolio Review: September 2022: Out of the Stygian Gloom<\/a>\u00a0\u00a010\/06\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Aug2022.pdf\">Portfolio Review: August 2022: The Revolution Will be Delayed?<\/a>\u00a0\u00a009\/06\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_July2022.pdf\">Portfolio Review: July 2022: The Pain Goes On<\/a>\u00a0\u00a008\/08\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_June2022.pdf\">Portfolio Review: June 2022: Trials &amp; Tribulations<\/a>\u00a0\u00a006\/07\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_April2022.pdf\">Portfolio Review: April 2022: Prizes of War?<\/a>\u00a0\u00a004\/06\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_March2022.pdf\">Portfolio Review: March 2022: War Drums<\/a>\u00a0\u00a003\/05\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Jan2022.pdf\">Portfolio Review: January 2022: Battery Metals Dodge a Bullet<\/a>\u00a0\u00a001\/04\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Dec2021.pdf\">Portfolio Review: December 2021: Land of the Lithium Giants<\/a>\u00a0\u00a001\/05\/2022<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Oct2021.pdf\">Portfolio Review: October 2021: Peak Green?<\/a>\u00a0\u00a011\/15\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Sept2021.pdf\">Portfolio Review: September 2021: Yellowcake is the New Green<\/a>\u00a0\u00a010\/4\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Aug2021.pdf\">Portfolio Review: August 2021: On the Cusp of the Rebound<\/a>\u00a0\u00a009\/7\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_June2021.pdf\">Portfolio Review: June 2021: Slipsliding Away<\/a>\u00a0\u00a007\/8\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_May2021.pdf\">Portfolio Review: May 2021: Underwhelming TMX&#8230;.<\/a>\u00a0\u00a006\/7\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_April2021.pdf\">Portfolio Review: April 2021: Ten Green Bottles&#8230;.<\/a>\u00a0\u00a005\/4\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Mar2021.pdf\">Portfolio Review: March 2021: Consolidation Phase?<\/a>\u00a0\u00a004\/7\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Feb2021.pdf\">Portfolio Review: February 2021: Return of the Carpetbaggers<\/a>\u00a0\u00a003\/8\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Jan2021.pdf\">Portfolio Review: January 2021: Mixed Signs of Fatigue<\/a>\u00a0\u00a002\/4\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Dec2020.pdf\">Portfolio Review: December 2020: Hindsight is 2020<\/a>\u00a0\u00a001\/5\/2021<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Nov2020.pdf\">Portfolio Review: November 2020: Commodity Supercycle 2.0?<\/a>\u00a0\u00a012\/7\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Oct2020.pdf\">Portfolio Review: October 2020: All Zoomed Out &amp; Nowhere to Hide<\/a>\u00a0\u00a011\/6\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_August2020.pdf\">Portfolio Review: August 2020: Shell Sellers Flogging a Dead Horse<\/a>\u00a0\u00a09\/8\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_july2020.pdf\">Portfolio Review: July 2020: Party Like Its 1929<\/a>\u00a0\u00a08\/5\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_june2020.pdf\">Portfolio Review: June 2020: Teck and its Discontents<\/a>\u00a0\u00a07\/2\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/Portfolio_May2020.pdf\">Portfolio Review: May 2020: China&#8217;s Fleeting &#8220;Century&#8221;<\/a>\u00a0\u00a06\/4\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_april2020.pdf\">Portfolio Review: April 2020: Mining in Limboland<\/a>\u00a0\u00a05\/4\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_march2020.pdf\">Portfolio Review: March 2020: Life After The Virus<\/a>\u00a0\u00a04\/3\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_feb2020.pdf\">Portfolio Review: February 2020: Virus &#8211; Phooey!<\/a>\u00a0\u00a03\/6\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_jan2020.pdf\">Portfolio Review January 2020: Feeble Start to 2020<\/a>\u00a0\u00a02\/4\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Dec2019.pdf\">Portfolio Review December 2019: Primed for the Roaring 20s<\/a>\u00a0\u00a01\/6\/2020<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Nov2019.pdf\">Portfolio Review November 2019: Critical Metals Back in Focus<\/a>\u00a0\u00a011\/6\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Sept2019.pdf\">Portfolio Review September 2019: Cautious Signs of Hope<\/a>\u00a0\u00a010\/7\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Aug2019.pdf\">Portfolio Review August 2019: China&#8217;s GDP Growth &#8211; The Big Lie?<\/a>\u00a0\u00a09\/7\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_July2019.pdf\">Portfolio Review July 2019: M.A.D.A &#8211; US&#8221;s Own Goal on Cesium<\/a>\u00a0\u00a08\/6\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_June2019.pdf\">Portfolio Review June 2019: Rare Earth Resurrection?<\/a>\u00a0\u00a07\/3\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_april2019.pdf\">Portfolio Review April 2019: Weed&#8217;s Noxious Bloom<\/a>\u00a0\u00a05\/8\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_mar2019.pdf\">Portfolio Review March 2019: Base Metals Regain Their Mojo<\/a>\u00a0\u00a04\/2\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_feb2019.pdf\">Portfolio Review February 2019: Merger Madness<\/a>\u00a0\u00a03\/11\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_jan2019.pdf\">Portfolio Review January 2019: FANYA&#8217;s Liquidation<\/a>\u00a0\u00a02\/4\/2019<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_dec18.pdf\">Portfolio Review &#8211; December 2018: Gold Glimmers in the Gloom<\/a>\u00a0\u00a012\/6\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_nov18.pdf\">Portfolio Review &#8211; November 2018: Year End Bargain Hunting?\u00a0<\/a>\u00a012\/6\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_oct18.pdf\">Portfolio Review October 2018: Buying Exploration<\/a>\u00a0\u00a011\/2\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_august18.pdf\">Portfolio Review &#8211; August 2018 &#8211; China&#8217;s Weaponisation of Copper<\/a>\u00a0\u00a09\/9\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_july18.pdf\">Portfolio Review &#8211; July 2018 &#8211; Battery Metals Taken to the Woodshed<\/a>\u00a0\u00a08\/6\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_june18.pdf\">Portfolio Review &#8211; June 2018 &#8211; Early Onset of Summer Doldrums<\/a>\u00a0\u00a07\/6\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_may18.pdf\">Portfolio Review &#8211; May 2018 &#8211; Cobalt&#8217;s All Too Brief Day in the Sun<\/a>\u00a0\u00a06\/18\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_apr18.pdf\">Portfolio Review &#8211; April 2018 &#8211; Directionless Major Metals<\/a>\u00a0\u00a05\/4\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_mar18.pdf\">Portfolio Review &#8211; March 2018 &#8211; China&#8217;s Undeclared War in Metals &amp; Minerals<\/a>\u00a0\u00a04\/6\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_feb18.pdf\">Portfolio Review &#8211; February 2018 &#8211; Switching Cobalt to Manganese?<\/a>\u00a0\u00a03\/1\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/Portfolio_Jan18.pdf\">Portfolio Review &#8211; January 2018 &#8211; Lithium&#8217;s Mood Swings<\/a>\u00a0\u00a02\/5\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_dec17.pdf\">Portfolio Review &#8211; December 2017 &#8211; Toppling the Golden Calf<\/a>\u00a0\u00a01\/3\/2018<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_nov17.pdf\">Portfolio Review &#8211; November 2017 &#8211; Miners Party On<\/a>\u00a0\u00a012\/5\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_oct17.pdf\">Portfolio Review &#8211; October 2017 &#8211; A Lithium Pairs Trade<\/a>\u00a0\u00a011\/6\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_sept17.pdf\">Portfolio Review &#8211; September 2017 &#8211; Muted Markets<\/a>\u00a0\u00a010\/2\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_aug17.pdf\">Portfolio Review &#8211; August 2017 &#8211; Rising Tide Lifts All Metal Boats<\/a>\u00a0\u00a09\/4\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_july17.pdf\">Portfolio Review &#8211; July 2017 &#8211; Summer Lull<\/a>\u00a0\u00a08\/4\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_june17.pdf\">Portfolio Review &#8211; June 2017 &#8211; Base metals Storming<\/a>\u00a0\u00a07\/10\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_may17.pdf\">Portfolio Review &#8211; May 2017 &#8211; Beating the Bushes for Cobalt<\/a>\u00a0\u00a06\/6\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_april17.pdf\">Portfolio Review &#8211; April 2017 &#8211; Mining&#8217;s Crisis of Confidence<\/a>\u00a0\u00a05\/2\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_march17.pdf\">Portfolio Review &#8211; March 2017 &#8211; Cobaltmania Grips the Masses<\/a>\u00a0\u00a03\/6\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_feb2017_2.pdf\">Portfolio Review &#8211; February 2017 &#8211; Deadbeat Dividenders<\/a>\u00a0\u00a03\/1\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Jan2017.pdf\">Portfolio Review &#8211; January 2017: Trump to Make Waves in Metals&#8217; Pond?<\/a>\u00a0\u00a02\/1\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Dec2016.pdf\">Portfolio Review &#8211; December 2016 &#8211; Awaiting the Infrastructure Metal Surge<\/a>\u00a0\u00a01\/3\/2017<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/Portfolio_Nov2016.pdf\">Portfolio Review &#8211; November 2016 &#8211; Conflicting Views<\/a>\u00a0\u00a012\/5\/2016<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Oct2016.pdf\">Portfolio Review &#8211; October 2016 &#8211; Lithium Trumps Lead<\/a>\u00a0\u00a011\/2\/2016<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Sept2016.pdf\">Portfolio Review &#8211; September 2016: Metals Lose Momentum<\/a>\u00a0\u00a010\/1\/2016<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_Aug2016.pdf\">Portfolio Review &#8211; August 2016 &#8211; Gold loses its Brexit Gleam<\/a>\u00a0\u00a09\/1\/2016<\/li><li><a href=\"https:\/\/hallgartenco.com\/pdf\/Portfolio\/portfolio_july2016.pdf\">Portfolio Review &#8211; July 2016 &#8211; Turkey, a Lobster Trap?<\/a>\u00a0\u00a08\/4\/2016<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our monthly Mining Portfolio Reviews from July 2016. Editions previous to that date available upon request Portfolio Review: February 2023: Variious Worms Turning\u00a0\u00a003\/06\/2023 Portfolio Review: January 2023: Delusions of Greenness\u00a0\u00a002\/07\/2023 Portfolio Review: December 2022: Silver Back in Contention\u00a0\u00a001\/06\/2023 Portfolio Review: October 2022: Lithium Lifts LME Week Mood\u00a0\u00a011\/09\/2022 Portfolio Review: September 2022: Out of the Stygian [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/pages\/92"}],"collection":[{"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=92"}],"version-history":[{"count":4,"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/pages\/92\/revisions"}],"predecessor-version":[{"id":113,"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=\/wp\/v2\/pages\/92\/revisions\/113"}],"wp:attachment":[{"href":"http:\/\/hallgartenco.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=92"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}