“All physics explained in 15 minutes (worth remembering)”
Category: Uncategorized
Cometh the Horsemen: Pandemic, Famine, War | Michael Yon and Dr Jordan B Peterson
We are heading into one of the most epic famines in world history, where the poor will freeze in the dark and burn in the sun while they starve. Michael Yon, one of America’s youngest Green Berets at 19 years old, joins Dr Jordan B...
Continue reading » Lukas Lundin 1958-2022
Billionaire mining and energy magnate Lukas Lundin died in Geneva yesterday after a courageous 2 year brain cancer battle. Lundin was a larger than life entrepreneur and adventure seeker. He synthesized information about commodities and markets, built best-in-class management teams and created immense wealth for stakeholders...
Continue reading » Rick Rule Nuggets
“One of the things that I’ve learned in my life is that if you don’t have an opinion on a company or an asset’s value, the price information isn’t worth much. Knowing a stock is selling for $1, $2, $10 or $100 is irrelevant if...
Continue reading » Specialty/Base Metals
In total these make up perhaps 12% of my portfolio. I might have forgotten one or two but that’s just a sign of how diversified I am right now… Copper Pacific Ridge Zacapa Resources BCM Inflection Resources Alpha Exploration Base Metals District Metals Nickel Magna...
Continue reading » Jazz Resources Inc. (JZR.V): Reports on and Summarizes Certain Technical Information Received from the Operator of the Vila Nova Gold Project, Amapa State, Brazil
Highlights of the Report (as defined below) include: Exploration potential on the Vila Nova Project can be stated as between 54 million tonnes grading 2.08 g/t gold potentially containing 3.6 million ounces of gold, and 92 million tonnes grading 1.75 g/t gold potentially containing 5.2...
Continue reading » Jeffrey Gundlach webcast: “It’s Not Unusual”
Gundlach is always a must watch in my book. LINK to the youtube presentation.
Continue reading » FutureMineralsForum Keynote Address: Lands of Opportunity – Robert Friedland
#FMF2022 Keynote Address: Lands of Opportunity Robert Friedland, Founder, Executive Co-Chairman and Non-Independent Director, Ivanhoe Mines.
Continue reading » Sohn 2022 | John Collison in conversation with Stanley Druckenmiller
06:04 Inflation Above 5% 08:56 The Market as an Economic Predictor 14:25 New Tools, New Toolkit 22:13 Crypto’s Effect on Other Asset Classes 25:00 Bitcoin vs. Gold 27:36 Work Ethic 29:19 Mobile Investing 30:36 Conviction and Being “Hot & Cold” 48:30 Stan’s Advice to a...
Continue reading » Current Top Holdings
I own some #30-#40 stocks across different metals last I checked (I don’t really follow the daily swings) but my CURRENTLY largest holdings (>3% positions) are: Eskay Mining Goliath Resources Eloro Resources Novo Resources Pacific Ridge Lion One Metals Western Alaska Jazz Resources Mantaro Precious...
Continue reading » 
