⛏ Datacenters Are the New Shale Oil...

Datacenters Are the New Shale Oil…
I bring this all up as the hyperscalers seem obsessed with building more datacenters, and have now begun to outrun their own resources. I’m not saying that this is the end of the datacenter buildout. Instead, I’m saying that this is an interesting signpost along the way. Read on »

Gold & Silver: From Pullback to Perfect Setup
With gold and silver having fallen by greater than 20% from their January highs of 2026, some have argued the gold trade is over. In fact, and as explained below, it is only just beginning. Read on »

C.I.A. Officer Found With Gold Bars Said to Have Created Fake Spy Program
A C.I.A. employee who was found recently with $40 million of gold bars in his house had created a secret intelligence program to funnel millions of dollars from the federal government to himself, according to two U.S. officials. Read on »