đ North Sea Watch: Starmer & Miliband already at odds over North Sea oil. We told you UK-listed energy names were ludicrously cheap. Best performer in our basket? +70% YTD. Worst? +20%. Cheap is subjective, but taxes can change attitudes fast.
đ Nutstuff Portfolio: +9.6% YTD. Two positions up over 100%, two nearing 40%. Helium/HNT is todayâs focus. Meanwhile, Lightbridge (LTBR) gets a curious boostânew UK Energy Secretary was on the board of its partner weeks ago. Coincidence? Hmm.
đ Everyone Wants Physical Gold: Gee, wonder why? Asiaâs cleaned out, Londonâs cleaned out, COMEX wants physical, and now the Bank of Englandâs vault is looking shaky. Gold at $3,000? Donât bet against it. One-month forward borrowing costs chart = WOW.
đ Trump & The Art of Dealmaking: If you havenât read The Art of the Deal, youâre not worth talking to (apparently). Trump sees every deal as a winner-takes-all fight. The world sees strategy, he sees a coin flip. Chess? He brought a quarter.
đ» Ethereum & Muskâs Wild Idea: Forget CBDCsâMusk wants to put U.S. Treasury spending on the blockchain so citizens can track taxpayer dollars in real time. Transparency? What a concept. The best choice for this? Yep, Ethereum.
Thatâs all for nowâtime to question, think, laugh, and (hopefully) profit.
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