As you know, MP Materials has been on my radar since 2023 and traded and held since. As noted in yesterday's post, the media hype machine spread the word across…
A government boosted Rare Earth mania kicks in as the media finally jump aboard Remember back in 1999, when it was like a roundup? Every piece of shit stock with…
I'll repeat, you get cancer, even cancer with high hopes of recovery, and you start thinking deeper than you ever did before. You think about your mortality, about what kind…
NFTRH 882 Admin A reminder that I begin radiation treatments tomorrow. 8 weeks, 5 days a week, taking up about 2 hours +/- in the middle of each day. For…
Your slop-era outpost for the pursuit of truth in a Society of the Spectacle Per an X post just sent: You may recognize the graphic from Guy Debord's Society of…
With gold leading "inflation expectations" and silver leading gold, it's the best of both worlds, but may not be sustainable, long-term First some definitions, per my usual work: Gold is…
A subscriber asked why there have been no updates or daily notes written. In case others may wonder, it is because a) I've had a busy week and b) nothing…
There are internal indications in all markets. Different ways of seeing things inside markets that many do not see. In the broad market there are leadership ratios like SOX>NDX>SPX, risk…
Another gold stock video for a Monday morning This was recorded in pre-market. The video includes some of my holdings and at these accelerated prices amid generally relentless momentum, they…
NFTRH 881 Q4 As usual, the markets are pushing the limits of a forward view I had set much earlier. For example, the HUI Gold Bugs Index has blasted through…
Gold led the Precious Metals & Strategic Commodity Melt-Up and it's nothing like a bubble; it's a launch within a new macro Two things can be true at once. The…
Please be aware that this is an update by a guy trying to figure things out when there are so many options and moving parts. Let's define some of what…
Mineral Exploration: 18 years in the desert, the times they are a changin' [edit] Also reference the September 3 article Junior Mining Basket Case. The area of mineral exploration has…
With all due notes that we are very overbought with MOMOs and FOMOs all over the sector, on the chance that this bull is ongoing and that people are accumulating,…