Imagine Your Portfolio Going up but LOSING Its Purchasing Power
From 1976 to 1980, almost nobody grew real wealth. Here’s what that means for portfolios today.
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The Silicon Curtain
AI could be one of the factors that ultimately split the world into two rival blocs. Where does that leave us?
Gold’s Rapid Ride Down: Is the Thesis Broken?
Gold and gold stocks dumped hard over the past few months. Many have lost faith and are bracing for a collapse. Are you feeling nervous and looking to exit? Read on to find out what history and the numbers have to say…
The Metal That Melts In Your Hand: Secrets of the Small Cap Rabbit Hole (Pt. 3)
China makes 98% of it, America makes none, and SpaceX cannot fly without it. I backed a micro-cap on this metal a year before the crowd arrived.
The Vicuña District: sits alongside history’s greatest mining provinces
Some regions don’t just host a mine. They host a mining century. Here’s why the Vicuña District belongs in that conversation.
China’s Shadowy Gold Move: Secrets of the Small Cap Rabbit Hole (Pt. 2)
Michael Howell thinks Beijing now controls the taps that drive the gold price. Here’s how that plays into how I go hunting for the secret sauce that drives big wins in small-caps and micro-caps.
