Insider Newsletter: Issue #325
Silver mania, AI cracks, and the coming rotation into hard assets...why energy may be the real asymmetric trade.
Greetings, friends!
From partner in crime at Subvertere Capital and Mavericks, Andrew in Alentejo, Portugal:
Fellow Insider member Marlon shared this stunner from Kruger National Park:
And this one from fellow member Peter: “Just thought I’d offer up a pic I took in July 25 in the Australian Outback about 400km North of Alice Springs while doing a lap with our Troopy and van.”
Brad’s recent trip to Queenstown, New Zealand, taken from the hills above Cromwell on the Nevis Crossing road. That’s not an Orc from Lord of the Rings on top of those rocks...it’s his son. Why did he climb it? Because it was there!
And given our focus on Argentina, this one from the Falkland Islands from subscriber Dave is appropriate.
In This Week’s Issue
Theme Focus: Silver and Precious Metals
Aliens? But Why?
Artificial Intelligence
You Can’t Own Enough Oil Assets
Dubai
Ideology Knows No Bounds
A Bull Market Powered by Debasement
Contrary Signs: Materials to AI
Silver: What to Do?
Is Bitcoin a Prelude to the Nasdaq?
The Giant Rotation
Debunking the Oil Oversupply Myth
