Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

Latin America has been a no-show for well over a decade. 

The last time these countries participated in any meaningful manner was back during the 2003–2008 cycle. 

Since then, this region’s equity...