Research

Every robot needs 30 magnets. There aren’t enough.

The Lithium Crash Killed the Mines. Now 50,000 Robots Need Batteries.

Never Bet Against America

In 2021, I called America's comeback in print. Here's the scoreboard four years later.

Project Vault: Washington’s $12 Billion Copper Bet

My top copper pick has nearly doubled. I'm not selling.

Jamie Dimon Sees Cockroaches. I See a Setup.

The Debt Signs You Missed in 2008 Are Back Again.

This signal has fired five times. It’s never been wrong.

The number gold bears don't want you to see.

The Financial Hand Grenade

A crypto company is stockpiling physical gold in a nuclear bunker. I know why.

Gold’s “Fattest Profits” in History

New Gold Targets Just Dropped.

Copper at $6: The Squeeze Has Just Begun

The 10 million tonne hole nobody's plugging.

Buckle Up: Silver Miners are Pushing Towards 150% Margins

Silver Stocks are climbing. Analysts are revising their models.

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