Newsletter
More "Historic Deals" Ahead: Trump Team Pushes Aggressive Mining Revival
The White House isn’t slowing down its ambitious crusade to bring critical minerals production roaring back to American soil, and it’s ready to cut even more groundbreaking deals to make it happen. Jarrod Agen, the sharp-minded executive director of the …
While the Bears Hibernate, the Yukon Bulls Accumulate
Gold is trading north of $4,200 an ounce, central banks are hoarding the metal at record speed, and the Yukon Territory is quietly positioning itself for what could be the most profitable exploration cycle in a generation. The catch? The drills won’t spin …
Forgotten Neighborhood App Nextdoor Jumps 49% on Eric Jackson’s Bullish Call
Shares of Nextdoor Holdings (NYSE: NXDR) rocketed as much as 49% in early trading Wednesday morning, marking the neighborhood social network’s biggest intraday move in more than four years. By mid-morning the stock had settled into an 18-19% gain, but the …
Sorry Silver Bears, the Vaults Are Empty and the Receipts Are In
For the first time ever, silver has smashed through $60 an ounce this week, and the smartest minds in the physical precious-metals space are warning that the real fireworks are still ahead. In its just-released December report, Sprott Asset Management laid out …
Brian Belski’s Mic-Drop: “This Isn’t a Bubble, It’s a VIP Room”
While half the internet is busy declaring the AI trade dead for the third time this year, Brian Belski, CEO and Chief Investment Officer of Humilis Investment Strategies, strolled onto Yahoo Finance this morning and delivered one of the most refreshingly blunt …
Tom Lee’s Christmas List: Just One Thing... More Ethereum
In a move that has Wall Street and crypto Twitter buzzing without needing a single meme, BitMine Immersion Technologies, the NYSE-listed company chaired by Fundstrat’s Tom Lee, quietly scooped up 138,452 ETH last week for roughly $435 million. At an average …
Gold and Silver Crush the S&P 500 and Copper in Historic Two-Year Rout
For the past twenty-four months, anyone still betting solely on the S&P 500 or the “Dr Copper” thesis has been quietly handed a masterclass in humility. While global equities and the world’s favorite industrial metal posted respectable gains, gold surged more …
Rick Rule’s Rule #1 for 2026: Buy Exploration While Everyone Else Chases Producers
There are few voices in global resource investing that carry the weight of Rick Rule. After fifty years of riding commodity cycles, the man behind Rule Investment Media has seen every boom, bust, and false dawn the sector can throw at an investor. So when he …
Pentagon to China-Dependent Battery Suppliers: You’re Done in 388 Days
On December 8, 2025, the conference report for the Fiscal Year 2026 National Defense Authorization Act dropped, and buried inside at Section 842 is a provision that should send every program manager, battery buyer, and defense contractor straight to their …
Cameco vs. Oklo: The Nuclear Market’s Defining Tug-of-War
The nuclear renaissance is no longer a whisper—it’s a full-throated roar in 2025, and two names keep dominating the conversation: Oklo (NYSE: OKLO), the Silicon Valley darling promising pocket-sized reactors for the AI age, and Cameco (NYSE: CCJ), the Canadian …