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Monthly rollup | September 2025
Stocks Mentioned Super Micro Computer (SMCI), CoreWeave (CRWV), Nvidia (NVDA), Bitcoin mining ETF (WGMI), Bitcoin ETF (IBIT), MicroStrategy (MSTR), Coreweave (CRWV), Intel Corp (INTC), Oracle (ORCL), Opendoor Technologies (OPEN) Okloc Inc. (OKLO) Highlights Quarterly Nvidia Update Bet on gold CoreWeave De-dollarization? How to pick small cap gold stocks The bitcoin bugs are having a meltdown Dotcom redux? The NVDA CoreWeave fraud just hit a new milestone Top signals abound Fa
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Oct 112 min read


Monthly rollup | August 2025
Stocks Mentioned Chevron (CVX), Exxon (XOM), Nvidia (NVDA), Coreweave (CRWV), Hive Digital Technologies (HIVE), Applied Digital Corp (APLD), Forge Global Holdings (FRGE), Apollo Global Management (APO), BlackRock (BLK), Solana (SOL) Highlights Chevron's tightrope walk in Venezuela Russian exports defy sanctions Regime uncertainty is long-term negative for US assets Gold and economic freedom IEA is bearish oil, and they are right The AI blow off top is forming Too little infla
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Sep 16 min read


Monthly rollup | July 2025
Stocks Mentioned B2Gold (BTG BTO.TO), CoreWeave (CRWV), Nvidia (NVDA), MP Materials (MP), Texas Instruments (TXN), Venture Global (VG),...
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Jul 3110 min read


Monthly rollup | June 2025
Stocks Mentioned Apollo (APO), B2Gold (BTG), Eldorado Gold (EGO) Highlights Is the US Dollar going the way of the British Pound? Steer clear of US Treasuries Foreigners are selling dollars, Trump wants to print more Gold: Keep riding the trend June 11, 2025 As the commodity bull market progresses, resource-rich nations will attempt to move up the value chain and build downstream expertise. As the multi-polar world continues to de-globalize and diplomatic relations fracture, c
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Jun 307 min read


Monthly rollup | May 2025
Stocks Mentioned Riot Platforms (RIOT), Nvidia (NVDA), Twilio (TWLO), Interactive Brokers (IBKR), MicroStrategy (MSTR), Metaplanet,...
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Jun 19 min read


Monthly rollup | April 2025
Stocks Mentioned Nvidia (NVDA), Galaxy Digital (GLXY.TO), CoreWeave (CRWV), Bitcoin Miners ETF (WGMI), Peabody Energy (BTU), Champion ...
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May 110 min read


Monthly rollup | March 2025
Stocks Mentioned enCore Energy (EU), CoreWeave (CRWV), Nvidia (NVDA), Microsoft (MSFT), Taseko Mines (TGB : TKO.TO), Super Micro...
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Apr 19 min read


Monthly rollup | February 2025
Stocks Mentioned Total (TTE), Venture Global (VG), Cheniere Energy (LNG), Tellurian (TELL), MicroStrategy (MSTR), Microsoft (MSFT), Tesla...
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Mar 113 min read


Monthly rollup | January 2025
Stocks Mentioned SonicShares Global Shipping ETF (BOAT), Bitcoin Miners ETF (WGMI), New Fortress Energy (NFE), Nvidia (NVDA), Schwab...
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Feb 116 min read


Monthly rollup | December 2024
Stocks Mentioned Valaris (VAL), Transocean (RIG), Seadrill (SDRL), Noble (NE), Borr Drilling (BORR), Saipem (SPM.MI), TotalEnergies...
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Jan 1, 202522 min read


Monthly rollup | November 2024
Stocks Mentioned Nvidia (NVDA), Blackstone (BX), Resolute Mining (RSG.AX), Barrick (GOLD), B2Gold (BTG), Super Micro Computer (SMCI),...
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Dec 1, 202417 min read


Monthly rollup | October 2024
Stocks Mentioned Nvidia (NVDA), Glencore (GLEN.L), Canadian Natural Resources (CNQ), Cisco (CSCO), Silly-con Valley Bank (SIVB), Antero...
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Nov 1, 202415 min read
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