Good Reads
Big Mistake: This Wasn’t in the Lithium Models Before
The lithium thesis was simple: electric cars. Model the adoption curve. Forecast battery production. Project demand. For three years, that thesis collapsed. Lithium hydroxide prices dropped 89% from their 2022 peak. Oversupply. Slower EV growth than expected. The narrative hardened. Then, in November 2025, came the moment every analyst had to update their decks. Read on »
Nuclear Reactors For Investors
There’s a growing list of public and private companies that are working to build reactors for various purposes. These reactors vary widely in their design, size, output, and potential purpose. Everything is on the table: from using the same designs we've used for decades to novel ideas still only on the drawing board. Read on »
A Hawkish Cut? What Was So Hawkish About It?
The Federal Reserve announced a new round of quantitative easing (QE) on Wednesday. It also cut the federal fund rate by another 25 basis points. The mainstream called this “a hawkish cut.” Is that anything like a jumbo shrimp? Or government intelligence? And if this is hawkish, I can’t wait to see what the Fed people do when they turn dovish! Read on »
Community News
Oil inches lower on oversupply concerns, on track for weekly loss Link>>
Gold gains, silver tops $64 as traders focus on Fed rate path Link>>
Thai Gold Dealer Reports Revenue Eclipsing the Country's National Budget Link>>
LME copper climbs to record high on US rate cuts, supply worries Link>>
Silver Soars Again, Now Over $64 Per Ounce Link>>