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The Silver Pullback on the Trump “Renewables Trade” is Misguided
It is no secret that Trump is not a fan of renewables and hence we saw a massive pullback in solar and wind stocks this past week.
Nov 10
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Tracy (Chi)
12
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The Silver Pullback on the Trump “Renewables Trade” is Misguided
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US Sanctions on Iranian Ghost Fleet's Are All Bark and No Bite
On October 11, 2024, the U.S.
Oct 15
•
Tracy (Chi)
6
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US Sanctions on Iranian Ghost Fleet's Are All Bark and No Bite
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The Strait of Hormuz
Despite MSM Fear Mongering, the Likelihood of an Actual Closure of the Straight of Hormoz is Slim
Oct 10
•
Tracy (Chi)
5
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The Strait of Hormuz
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Palladium vs. Platinum
The Battle for Catalytic Converters Amid U.S. Sanctions on Russian Metals
Sep 16
•
Tracy (Chi)
5
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Palladium vs. Platinum
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At Risk Metals (ARM)
The silent sector no one is talking about
Sep 13
•
Tracy (Chi)
3
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At Risk Metals (ARM)
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North American Bureaucracy is Stifling Resource Production—And It’s Putting National Security at Risk
The global demand for critical minerals—those essential for everything from electric vehicles to national defense—is skyrocketing.
Sep 11
•
Tracy (Chi)
3
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North American Bureaucracy is Stifling Resource Production—And It’s Putting National Security at Risk
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Wheat is Setting Up for a Bull Run
We are on the brink of a long wheat thesis.
Sep 9
•
Tracy (Chi)
9
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Wheat is Setting Up for a Bull Run
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Not a bad outcome for the first US-Africa Nuclear Summit
The U.S.-Africa Nuclear Energy Summit 2024, which just concluded in Nairobi, marked a significant milestone in fostering nuclear energy cooperation…
Aug 30
•
Tracy (Chi)
4
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Not a bad outcome for the first US-Africa Nuclear Summit
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