AI Runs on Rocks
Elon Musk revealed Optimus had stopped scaling — not from a software bug, but because he couldn’t get his hands on 3.5 kilograms of raw material. Here’s why that matters to every investor watching the AI boom
James Cooper’s Mining Memo
The Next Asset to Target: Preparing for the ‘Trickle-Down Effect’ in Commodities
Former James Cooper details why he expects we’re embarking on a highly speculative phase in the resource market. The time to prepare is now.
The Hunt for Yield Is On: Mining and Energy’s Income Plays
Forget the miners doing the digging. Some of the fattest, most reliable yields in resources belong to the companies collecting the royalty cheque.
Speculation Fades: Gold Accumulation Begins
Gold’s wildest year on record delivered panic, war, and a 20% crash — but the real story is just beginning.
Oil Hoarding: The #1 Risk to the Market from here
Chronic underinvestment. A genuine supply shock. A market that had written off the sector. That’s the 1970s setup, and it’s shaping up again today.
Room for Growth: Today Oil Makes Up 3% of the S&P500. In 1980 it was 30%
Energy makes up just 3.2% of the S&P 500 today. At its 1980 peak, it commanded almost 30%. The gap between those two numbers is where the next great rotation begins.
