Our 7th Moonshot Ride just hit. Plus three themes setting up the same way right now.
Open and Closed Positions
Defense budgets surging 3.4x. Here's where the money is flowing
The mining exploration index is up 250% since year-end 2024. Bullion is up 85%.
Another Moonshot Ride
$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
