Jason SimpkinsPosted April 27, 2026
Buried in the Pentagon's new $1.5 trillion budget request — the largest military outlay in American history — is a single line item that tells you everything you need to know about the future of...
Brian HicksPosted April 25, 2026
Tungsten is at the center of a crisis that very few investors understand and even fewer are positioned for. And where is the majority of that supply?
Jason WilliamsPosted April 24, 2026
Everybody’s chasing AI power. But almost nobody’s paying attention to the water this revolution will consume. And that blind spot is creating the market’s next great trade.
Jason WilliamsPosted April 23, 2026
Congress just reopened the Boundary Waters. But the real story is much bigger: America may finally be ready to unlock trillions of dollars in mineral wealth for savvy investors...
Brian HicksPosted April 22, 2026
After a historic run that saw it shatter expectations — and blow past my own 2026 target — the yellow metal has entered a phase that most investors find… uninteresting.
Jason SimpkinsPosted April 21, 2026
Palantir took a bit of a tumble last week when Michael Burry — who’s famous for shorting the housing market ahead of the 2008 financial crisis — once again came out to blast the company...
Jason SimpkinsPosted April 20, 2026
A U.S. congressman — Tennessee representative Tim Burchett — says he has information that would cause Americans to come “unglued” if they received it and “set the world on fire.”
Brian HicksPosted April 18, 2026
There’s a moment in every great bull market when the weak hands are shaken out, the narrative gets questioned, and the market looks like it might roll over. And then… it doesn’t. It explodes...
Jason WilliamsPosted April 17, 2026
Silver has already shown how violently it can move when physical tightness collides with rising demand. Another squeeze may be closer than most investors think.
Jason WilliamsPosted April 16, 2026
The ceasefire may be holding, but whether diplomacy sticks or not, the West is heading into a long rebuild of missiles, drones, interceptors, and the materials they’re made of.
Brian HicksPosted April 15, 2026
Water has never been just a resource. It is control. It is survival. It is power. And every time supply tightens — whether from drought, population growth, or policy — the same pattern emerges:...
Jason SimpkinsPosted April 14, 2026
President Trump just asked for the largest defense budget in history and its top priority is the Golden Dome. And it's top priority isn't the war with Iran...