Exxon already mined this trade once
The Oil Giant’s patent expired, but the thesis didn’t.
May 22, 20265 min read
Archive
Research
Silver’s Identity Crisis
Here’s why the metal forgot what it actually is. Silver bulls got the metal right. They measured it wrong.
May 1, 20265 min read
Here’s who’s holding your silver hostage
74% of the world’s supply comes from people chasing something else.
April 10, 20265 min read
You’re not late. The frenzy hasn’t started.
Nobody at dinner is talking about gold and silver. Good.
April 3, 20265 min read
The “Watermark”: You’re grieving money you never had
And it’s quietly wrecking every decision you make.
March 27, 20266 min read
One Water. Half the World’s Food Supply.
Forget oil. Something far more important moves through Hormuz.
March 20, 20265 min read
Every robot needs 30 magnets. There aren’t enough.
The Lithium Crash Killed the Mines. Now 50,000 Robots Need Batteries.
March 6, 20265 min read
Never Bet Against America
In 2021, I called America’s comeback in print. Here’s the scoreboard four years later.
February 27, 20265 min read
Project Vault: Washington’s $12 Billion Copper Bet
My top copper pick has nearly doubled. I’m not selling.
February 20, 20265 min read
