Silver is popping. As of September 24, 2026, it was trading around US$63.49, after trading over US$67 earlier in the week. Yes, still volatile, but this mineral continues to…
Today’s Idea
There have been a number of recent articles/reports across Substack newsletters regarding Western countries, most notably the U.S., becoming more resilient in NdFeB permanent magnets + associated alloys. Security…
I bought a football club. Well, to be more accurate, I bought a piece of a football club. Actually, I bought pieces of two. No, I’m not a billionaire….
Yesterday the U.S. Fed raised interest rates for the first time in three years. This was not unexpected. What might it mean for medium-term gold and silver (“Ag”) prices?…
The AI boom has caught us all and, whether we want to be or not, it has become inextricably entwined with our lives. At first we embraced it as…
AI is power intensive and the more compute strength, the more power it needs. The IEA estimates that global data-centre electricity demand will soar from approximately 460 TWh in…
Curaleaf (CURA.T) is in a fight with Aurora Cannabis (ABC.T) and both sides are getting messy. At the root of the fight: Curaleaf made a takeover bid for Aurora…
There are few phrases in the junior markets more dangerous than “in the coming weeks.” “In the coming months” is another good one. “Soon enter the market” should probably…
A year ago, I took a long look at HydroGraph Clean Power (HG.C) after watching the stock go from around $0.20 to more than $3 in a matter of…
There are investment pitches that require you to understand geology, biotechnology, or semiconductor architecture. And then there are investment pitches where the first question is, “Hang on. You want to…