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

Stocks Mentioned B2Gold (BTG BTO.TO), CoreWeave (CRWV), Nvidia (NVDA), MP Materials (MP), Texas Instruments (TXN), Venture Global (VG),...

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

Stocks Mentioned Riot Platforms (RIOT), Nvidia (NVDA), Twilio (TWLO), Interactive Brokers (IBKR), MicroStrategy (MSTR), Metaplanet,...

Stocks Mentioned Nvidia (NVDA), Galaxy Digital (GLXY.TO), CoreWeave (CRWV), Bitcoin Miners ETF (WGMI), Peabody Energy (BTU), Champion ...

Stocks Mentioned enCore Energy (EU), CoreWeave (CRWV), Nvidia (NVDA), Microsoft (MSFT), Taseko Mines (TGB : TKO.TO), Super Micro...

Stocks Mentioned Total (TTE), Venture Global (VG), Cheniere Energy (LNG), Tellurian (TELL), MicroStrategy (MSTR), Microsoft (MSFT), Tesla...

Stocks Mentioned SonicShares Global Shipping ETF (BOAT), Bitcoin Miners ETF (WGMI), New Fortress Energy (NFE), Nvidia (NVDA), Schwab...

Stocks Mentioned Valaris (VAL), Transocean (RIG), Seadrill (SDRL), Noble (NE), Borr Drilling (BORR), Saipem (SPM.MI), TotalEnergies...

Stocks Mentioned Nvidia (NVDA), Blackstone (BX), Resolute Mining (RSG.AX), Barrick (GOLD), B2Gold (BTG), Super Micro Computer (SMCI),...

Stocks Mentioned Nvidia (NVDA), Glencore (GLEN.L), Canadian Natural Resources (CNQ), Cisco (CSCO), Silly-con Valley Bank (SIVB), Antero...

Stocks Mentioned Skeena Resources (SKE), Nvidia (NVDA), Blackstone (BX), Disney (DIS), Israel Chemicals (now ICL), Transocean Ltd (RIG),...