Defense budgets surging 3.4x. Here's where the money is flowing
Open and Closed Positions
The mining exploration index is up 250% since year-end 2024. Bullion is up 85%.
Nvidia invested $2 billion and the stock doubled
$1 per barrel to cross the strait.
The thesis behind every one of them is in this essay.
Grid infrastructure stocks returned 259% since 2021. The S&P did 65%.
$3,200 profit per ounce, and the market still doesn't believe it.
It started with a cartoon about buying steak on layaway. It ended with Nixon freezing meat prices.
It's only happened four times in 50 years.
A major gold producer just validated everything we've been saying about copper
They panicked about AI and dumped the one company built for it.
