Boom, Bust, and Echo: Mastering the Lithium Market
Ready for the Lithium Roller Coaster? Navigate Market Volatility Like a Pro.
July 26, 20245 min read
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Research
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Now is the Time to Nickel and Dime
It’s the home of the kagu, a bird that cannot fly.
July 19, 20244 min read
The Kill Switch that Derailed OpenAI’s “Master Plan”
“My basic model of the world is cost of intelligence, cost of energy” – Sam Altman, OpenAI founder
July 12, 20245 min read
Chinese Emissions. German Cost. And the Reliability of Baghdad.
Here comes the next major event in The Electric Pandemic.
July 5, 20246 min read
The Electric Pandemic Dawns
Power is going to be a large-scale, out-of-control problem for the foreseeable future.
June 28, 20246 min read
Berkshire Hathway Looking at Canada?
When the ‘Oracle of Omaha’ gives clues and market insights, it’s time to pay attention.
June 21, 20245 min read
The Ultimate Free Ride
In 2013, they accidentally threw away a scratch-off lottery ticket.
June 14, 20247 min read
Three Billionaires and the Fight over 1 Billion pounds of Copper
Friedland, Lundin, and Kaplan’s Multi-Million Investment in a Billion-Pound Copper Project.
June 7, 20246 min read
Every “Failsafe” Rule in this Sector is Broken
Gold is supposed to have a few ironclad correlations…
June 4, 20248 min read
The Space Race That Could Send Gold Soaring
When Elon Musk tweets, the market listens.
May 31, 20244 min read
Beware the Precious Metals “Boiling Water” Advisory
It’s that one single degree that makes all the difference, a tiny shift that marks a powerful change.
May 26, 20245 min read
The Endless Rally: Why This Commodity Isn’t Slowing Down Anytime Soon
Coal stocks have been on fire the last 3 years.
May 24, 20245 min read
