Articles

• Oil

The World's Most Expensive Parking Lot

Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and …

• AI

The Question Finally Gets Asked

Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …

• Gold

Stocks Always Win (Don't They?)

Ask someone to prove that stocks beat gold, and they’ll inevitably pull up a long-term chart showing the S&P …

• USA

The Legacy Trap

What’s really behind Powell’s rate cut hesitation? The answer isn’t found in employment statistics or …

• AI

The Ghost of Bubbles Past

A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.

• Investing

The Hidden Asian Dragon

The combination of reasonable valuations relative to growth prospects, ongoing recovery in Asian economies, and …

• Bitcoin

Soaring Bitcoin, Hidden Leverage

As Bitcoin carves new all-time highs, the market is celebrating corporate treasuries embracing crypto. Are we witnessing …

• Investing

The Magnificent Few

The whole S&P 500 market rally is being carried by a handful of mega-cap names while 90-95% of stocks are just …

• Investing

The Great Capital Migration

Wall Street’s most reliable pattern: How following the money and its impact on demand beats forecasting demand in …

• USA

The Americans Can't Go Back

The American economy isn’t collapsing — it’s evolving. Higher debt, persistent inflation, and structural shifts like …

• Bitcoin

If You Trade Bitcoin...

I’ve been spending more time trading Bitcoin — and obsessing over charts that probably don’t belong in this newsletter. …

• Oil

Pipe Dreams

Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and …

• USD

The Dollar Trap

The United States made an unsustainable deal with the world: you get the dollars, we get the cheap stuff. It …

• China AI

Does DeepSeek Mean NVIDIA Is in DeepS**t?

As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my …

• Investing

All Roads Are Stimulative

For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. …

• Oil

Oil Sands & the Loonie: A Double Negative Opportunity?

A weak Canadian dollar (the “loonie”) and a struggling oil sands industry present a compelling case for …

• Investing

Uncertainty & the Icarus Print

NVIDIA’s stock soared to new heights last week, only to reverse sharply. It’s left me cautious if not bearish on …

• Coffee

Coffee Crisis: Brewing Trouble

Coffee, that ubiquitous morning companion for billions around the world, is experiencing a perfect storm of supply …

• Bitcoin Gold Investing Uranium

We Live for Volatility

History has shown time and again that those who can keep their heads when others are losing theirs often emerge stronger …

• Coal

Coal Stocks Surge After Grosvenor Mine Fire

How the recent fire at Australia’s Grosvenor Coal Mine has impacted coal stock prices, creating new investment …

• Investing

Uneducated Investor's Contrarian ETF Portfolio

I’ve put together a model portfolio allocation using exchange-traded funds (ETFs) to make the contrarian ideas I …

• Investing

Harvesting Alpha in a Changing Climate

The last century of food production has taken place in a period of relative climate stability, but that era appears to …

• Uranium

Uranium Sentiment Tested as Spot Price Retreats

In investing, one of the hardest things to do is stay the course when the market turns against you. At times like these, …

• Uranium

The Game-Changing Legislation

The passage of the Russian Uranium Import Ban legislation by the US Senate marks the beginning of a new era for the …

• Tin

Tin: Time to Shine

Tin’s indispensable role in the technologies of tomorrow renders it a metal that investors can ill-afford to …

• Oil

Offshore Drilling 101

In this article, I explain crucial background and recent changes in oilfield economics to make the bullish case for a …

• Copper

Copper's Electrifying Ascent

Copper prices are soaring. But meeting the world’s insatiable appetite for this critical metal as the energy …

• Oil

Offshore Drilling: Shifting Sands

Investors looking for the “next Uranium” trade should consider keeping a close eye on this dynamic corner of …

• Investing

The Scion Capital Playbook

Investing like Michael Burry isn’t about blindly copying his every move. Rather, it’s about embracing the …

• TechTips

This Browser Extension Transformed My Twitter Experience

If you find yourself struggling with Twitter’s busy interface and information overload, I highly recommend giving …

• USD

The Fed's Highwire Act

Balancing persistent inflation, maintaining its credibility, and managing market expectations.

• Uranium

Uncovering the Uranium Market's Hidden Gems

In a recent interview with RBC Capital Markets, Grant Isaac, CFO and Executive VP at Cameco, revealed several hidden …

• Uranium

Uranium Market Update - March 2024

The past few weeks have been eventful for the Uranium industry, with a confluence of developments underscoring the …

• Uranium

Uranium: Navigating the Volatility

While the recent pullback may have some Uranium investors feeling jittery, I believe it’s essential to keep the …

• Coal

Coal: Rising From the Ashes

Contrarians made generational wealth in tobacco stocks through two decades of soaring dividends and buybacks. Today, …

• Uranium

Capturing Value: Cameco's Disciplined Approach

Understanding Cameco’s disciplined strategy is key for investors evaluating this pivotal player in the nuclear …

• Investing

Lessons Learned the Hard Way

While I have realized some gains, there were also painful losses that likely could have been avoided if I approached …

• China Oil

The EV Revolution's Hidden Catch

How Running From Gasoline Is Actually Driving Up Oil Use

Electric vehicles (EVs) are often promoted as a way to reduce …

• Uranium

Are You Not Entertained?

Kazatomprom warned that without resolution of the sulfuric acid shortages and mine development lags this year, “a swift …

• China

China's Global Interplay

China’s economic struggles have led its stock markets to diverge from the seemingly ever-rising US markets. This …

• Uranium Russia

New Supply Isn't Riding to the Rescue

The uranium market is incredibly tight right now. There is very limited supply available to purchase in the near-term. …

• Uranium

Uranium: Fast and Furious

The uranium bull market continues to rage based on recent developments. While more flashy predictions about triple-digit …

• Crypto

Crypto Slumbers, but Doesn't Sleep

Even in the harshest of winters, you’ll always find some signs of life. Yes, you may have to look for it harder …

• Crypto

Connecting Crypto's Walled Gardens

Centralized cryptocurrency exchanges (CEXs) like Coinbase and Binance have long dominated digital asset trading. …

• Uranium

The Mood of the Uranium Market

Dustin Garrow, Managing Principal of Nuclear Fuel Associates, recently returned from the NEI International Uranium Fuel …

• China

No Graphite for You!

What China’s New Export Restrictions Mean for the EV Industry

News broke this week that China is introducing …

• USD Crypto

The Buck Stops Where?

Rising Debt and the Search for Solutions

During a recent appearance on Fox Business, BlackRock CEO Larry Fink commented …

• Uranium Gold

Where Are We With Uranium and Gold?

Uranium and gold have been top of mind for commodity investors lately. Here’s where I think we may be headed.

• Uranium Niger

Turmoil in Niger: What Ongoing Instability Means for Uranium Markets

With over 5% of global uranium production, the African nation of Niger has grown into a pivotal player in the global …

• Uranium

Brace Yourself – The Uranium Bull Market Is Just Revving Up

With uranium prices up 40% in the past year, many are wondering if the bull run is nearing its end. As an investor that …

• Russia Oil India

More Money. More Problems.

When India and Russia announced their rupee-ruble deal to trade oil, bypassing the US dollar, it generated quite a buzz. …

• Coal China

Coal, China, and Other Commodity Curveballs

I used to think coal was toast. But hearing how much metallurgical coal equities surged during the pandemic taught me a …

• USD

Buckle Up - We're Headed for a Wild Ride

I’m convinced we’re on the precipice of a highly volatile market phase.

The Fiscal and Monetary Reckoning

In …

• Uranium

Kazatomprom’s Ramp, Russian Risks, and This Perfect Pullback

Another rollercoaster week in the uranium market - let me walk you through the latest on Kazakhstan supply, Russia …

• India Coal

What India's Coal Addiction Means for the Energy Transition

Introduction

I couldn’t help but chuckle when I read recently that India plans to expand coal power by 56 …

• China Russia

Navigating Geopolitical Tensions and Energy Markets

As an uneducated investor, I’m constantly assessing global economic trends and geopolitical developments to …

• USD

US Dollar Running Strong

Here are some of the things I have been thinking about this week:

The US Dollar Strength

The US dollar has seen an …