Stocks Mentioned Interactive Brokers (IBKR), Hive Digital Technologies (HIVE), Bitfarms (BITF), Coreweave (CRWV), Block (XYZ), Nvidia (NVDA) Highlights Average 2025 client performance CoreWeave Evidence of stagflation Political risk alert: Ghana Exploration stocks are the new crypto 25% allocation to gold? Don't be Toby Is Block the next GE Capital? January 03, 2026 Average 2025 client performance Data as per Interactive Brokers (IBKR) Hedge funds: 28.91% Individual investo

Stocks Mentioned Highlights AI Bubble about to burst Silver going parabolic Asset allocation drives returns December 06, 2025 AI Bubble about to burst "By 2030, technology executives will be faced with the challenge of deploying about $500 billion in capital expenditures and finding about $2 trillion in new revenue to profitably meet demand." The key word here is 'profitably'. Where will the $2 trillion in AI revenue come from? 3 years after the launch of ChatGPT, OpenAI has

Stocks Mentioned Meta (META), Google (GOOGL), Oracle (ORCL), Microsoft (MSFT), MicroStrategy (MSTR), Super Micro Computer (SMCI), Top Ships (TOPS), IREN ltd. (IREN) Highlights Gold is showing incredible strength Powell reveals his AI ignorance IREN Microsoft deal MSTR Ponzi - Now in Europe Paul Tudor Jones and Market timing Bond Investors prepare for Stagflation META: A case study in value destruction Bitcoin treasury company #Metaplanet has crashed and burned My Solana trade

Republished from the subscriber portfolio update from 12th October 2025. Full update is available exclusively for subscribers. Copper miner Taseko Mines is now my third biggest position with an unrealized gain of 118.3%. Taseko is expected to announce first cathode production from its Florence Copper ISR project in Arizona by year end, i.e. within the current quarter. The last update on Florence Copper was in August, and that covered activities undertaken until the end of Jun

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

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 ...

Everyone is talking about gold. We own it. We've owned it for a long time. What are we doing today? The red dots you see on the above gold daily chart is the parabolic stop and reverse (pSAR) indicator. ​ Zoom in on the February to mid-April 2024 period or the August-September period. Or more recently, the Jan-Feb 2025 period when we saw a parabolic move in gold after it had already run ‘too far’. ​ A parabolic move is not necessarily a Sell signal. A strong bull market shoul