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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 30, 20257 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 1, 20259 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 1, 202510 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 1, 20259 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 1, 202513 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 1, 202516 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


Monthly rollup | September 2024
Stocks Mentioned Skeena Resources (SKE), Nvidia (NVDA), Blackstone (BX), Disney (DIS), Israel Chemicals (now ICL), Transocean Ltd (RIG),...
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Oct 6, 20249 min read


Monthly rollup | August 2024
ANNOUNCEMENT : The paid newsletter now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...
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Oct 1, 202419 min read


Monthly rollup | July 2024
ANNOUNCEMENT: The paid newsletter now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...
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Aug 1, 202420 min read
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