Bizarro World

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It was always going to be nuclear.

Now, its moment is arriving in earnest as the world realizes it can’t meet its energy needs or climate goals without it..

This month we learned Oracle, the $500 billion data behemoth, is designing new data centers that will be powered with three small modular nuclear reactors.

Chairman and co-founder Larry Ellison said that power demand from artificial intelligence is “crazy” so we need to come up with “bizarre” ideas to supply it.

Nuclear isn’t bizarre at all. We’ve been saying it for years.

What’s bizarre is the mainstream’s ability to ignore obvious solutions for so long.

There’s money to be made in their ignorance.

And that’s why we titled our podcast, now on its 285th episode, Investing in Bizarro World.

We’re back this week after a two-week hiatus for a site visit in Peru and a Precious Metals Summit in Beaver Creek. We discuss those two trips in this episode as well. Click here for Beaver Creek Videos: https://resourcestockdigest.com/topic/beaver-creek-2024/

Speaking of mainstream ignorance, we also spend some time discussing the Fed’s crisis-level rate cut while saying everything in the economy is fine.

That, of course, is the same Fed who said inflation was transitory.

Gold is laughing at them all the way to record highs, now well over $2,600 per ounce.

All that, and more, in the 285th episode of Investing in Bizarro World.

0:00 Intro

1:34 Jerome the Great (idiot)

15:27 Uranium’s Fundamental

20:10 Private Placements & Peru

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Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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All healthy markets hinge on the earnings of one company.

The 284th episode of Investing in Bizarro World kicks off with a tongue-in-cheek obligatory look at Nvidia’s earnings, which came out while we were recording.

For what it’s worth, their top and bottom line slightly beat but the forward guidance disappointed.

Nvidia went down on the news but the market shook it off as it looks towards its next great catalyst: the rate cuts expected to materialize in September.

Those rate cuts are now getting fully priced in, which is why gold and utilities and real estate are now leading while tech and communications are lagging.

A rotation is on.

The bulk of the discussion this week then focuses on mining’s coming digital disruption. It’s an old and outdated business, and new blockchain and AI technologies are allowing for vast — and vastly profitable — improvements. Some of them are even being mandated by governments, as in the case of coming “Battery Passports” that will require lifecycle emissions and location data for all critical metals used in batteries.

This is going to be a very large and long-lived investment theme. And you are going to be hearing much more about it from us in the coming weeks.

From there we go over gold, which remains very strong amid falling bond yields and a weakening dollar. And copper, which has held up well just above $4.00 but seems to be pricing in a period of slower economic growth. And uranium, which has now fallen to a key technical support level.

We wrap up with a discussion on the cost of saving whales and how it relates to runaway debts and fiat currencies.

It’s all in the 284th fun and informative episode of Investing in Bizarro World.

0:00 Intro

3:00 Did Nvidia Earnings Really Matter?

13:05 Mining’s Digital Disruption

22:23 Market Updates: Gold, Copper, Uranium

31:08 Killer Whales & Deadly Debts

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

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“We’re proud technocrats.”

That’s how Philly Fed President Patrick Harker referred to the Federal Reserve during an interview from the wealthy enclave of Jackson Hole last week.

Our disdain for the Fed is no secret. We think it’s an unelected body that wields too much power while serving a select few and making wealth inequality worse.

By definition, a technocrat is part of the “elite”.

We don’t consider ourselves part of the elite and we don’t work for them. We work for ourselves, for our families, and for you.

Nonetheless, we can’t bend reality to our worldview. So we acknowledge it and profit in spite of it to fund the lives that we want to lead.

That’s where the discussion in the 283rd episode of Investing in Bizarro World begins.

It continues with a look at what rate cuts mean for the market and commodities in the context of an economic slowdown amid an ongoing supercycle.

We have been positioning in rate-sensitive plays like gold, utilities, and real estate. And it’s been paying off. As one listener said last week: “Congratulations Gerardo. Some of your plays are on fire. Much appreciated.”

On fire, indeed. Gerardo’s top gold pick has now tripled in the past six months! (You can see why here.) https://bit.ly/topgoldpick

After that, we spend some time discussing the lithium market in light of Patriot Battery Metals releasing the first preliminary economic assessment on the Shaakichiuwaanaan Project. It showed a project with a net present value of US$2.2 billion that could eventually become the fourth-largest lithium mine in the world.

Thanks to our use of private placements, we first got ourselves and readers into it when it was 16-cents and nobody had a clue what it was. It has changed many lives since, and will change many more as it gets built. More about private placements here: https://digestpublishing.com/v/PPIWEB1/

Then we look at the Democratic Convention and some of the policy ideas from Kamala Harris, including taxing unrealized gains. Needless to say, we aren’t fans of that, and we urge a focus on decreasing spending rather than increasing tax revenue.

But whether it’s Ms. Harris or Mr. Trump who wins this fall, your tax bill is destined to rise in the long-term. We talk about why that is so dangerous for the upper-middle class and those raising kids.

And the same reason your taxes are going to rise is the same reason that gold is now breaching all-time highs north of $2,500 per ounce. Mr. Dines’ Goldbug! book that I mentioned last week foresaw much of this. Check that book out here. https://digestpublishing.com/order/DPCDINESBOOK-7499/

It’s all in the 283rd episode of Investing in Bizarro World.

0:00 Intro

7:25 Great Disdain for the Fed

14:12 Commodity Outlook: Gold, Silver, Copper, Uranium

17:05 Long-term Lithium & Patriot’s PEA

28:16 A Look at Potential Harris Policies

The World's Greatest Investment Event: 2024 New Orleans Investment Conference https://neworleansconference.com/hodge/

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In the 282nd episode of Investing in Bizarro World, Gerardo and Nick discuss the current state of the markets and the world.

They cover topics such as the performance of gold, silver, copper, and uranium, as well as the challenges faced by lithium equities.

They also touch on the importance of companies getting work done and the need for long-term thinking in investing.

The conversation then shifts to the political landscape and the lack of substantive policies from both sides, with an emphasis on the importance of free speech and independent thought in a healthy democracy.

The conversation covers various topics including potential attacks on the Strait of Hormuz, cyber warfare, and the ban on antimony exports by China.

One company that could solve any shortages resulting from antimony bans from China also happens to be the same company that has one of the largest undeveloped gold deposits in North America. Its shares have tripled in the past six months as gold has hit record prices. Get the full story here. https://digestpublishing.com/v/JRMGOLDHL1/

Nick and Gerardo also discuss the correlation between gold and the dollar, the uncertainty in the market, and the impact of the slowing economy on higher-end restaurants.

Key takeaways include:

- Lithium equities are taking longer to price in the bottoming process.

- Companies that are actively getting work done are being rewarded.

- Investors need to have a long-term perspective and patience.

- The political landscape lacks substantive policies and is driven by tribalism.

- Free speech and independent thought are crucial for a healthy democracy.

- Increasing chatter about potential attacks on the Strait of Hormuz.

- There is a silent cold tech war happening, with hackers targeting major corporations and stealing social security numbers.

- China has placed a ban on the export of antimony, which highlights the importance of an independent critical metal supply chain.

- The market is currently volatile, and typical correlations between assets have broken down.

- The long-term trajectory for green metals is positive due to the need for a secure supply chain.

- The slowing economy is impacting higher-end restaurants, leading to diversification of offerings and lower prices.

It’s all in the 282nd episode of Investing in Bizarro World.

0:00 Intro

1:07 Resource Market Update

7:07 Lithium’s Bottoming Process

16:00 Perilous Time for Free Speech & Independent Thought

21:46 Attacks, Cyber Attacks, and Resource Warfare

30:19 The Long-Term Trajectory of Green Metals

38:30 Market Watching

P.S. Could you tell this entire podcast summary was written by AI? It was. It’s no substitute for our original thoughts and commentary, but it does present what we have to say clearly. And while we focus mostly on resources in the podcast, there is a very profitable AI buyout spree happening among companies developing supporting technologies like this. More on that here. https://digestpublishing.com/v/DDAIBUY/

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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Is the selloff over?

With volatility spiking to levels only seen before in 2008 and 2020, you don’t want to mess this up.

In fact, the VIX had its biggest single-day move on record.

This isn’t something that goes away overnight.

And it’s something that, while we didn’t know the full extent of it, we had subscribers tuned into and positioned in such a way that they didn’t take the brunt of the force head-on like so many index investors and trend chasers.

Gerardo was discussing woes in the Japanese currency market as a negative market catalyst weeks ago in Investing in Bizarro World.

This week, we talk about how long the selloff can last and other factors that are driving it in the 281st episode of Investing in Bizarro World.

We also talk about where your capital is being rewarded while some sectors and companies are being decimated. For example, I’ve had readers getting bigger in utility and REIT positions since earlier this summer, and they are the S&P’s best-performing sectors of late.

We’ve also still been in a large — and zero-risk — cash position that is yielding over 5%.

We also own gold in multiple forms. And it has been a great performer. Over the past month, gold has hit new all-time record highs above $2,480. December contracts have hit $2,500. It is up 25% over the past year, now outperforming the S&P on an annual, year-to-date, six-month, three-month, and one-month basis. It is bullish with new highs possible.

At Foundational Profits, we’ve had over 10% of our portfolio in gold, which has not only insulated us but is now delivering outperformance.

At Junior Resource Monthly, Gerardo has been telling you to buy this gold stock for months now. It has more than doubled since he shared this info with you. And it also has new highs in the cards not just because of gold prices, but because of an upcoming policy decision. Details here. https://digestpublishing.com/v/JRMGOLDHL1/

That’s what we help you do: Self-manage your portfolio with different strategies that can have you crowing while Wall Street is cowering.

Those topics take up the first half of this week’s podcast.

We also keep you ahead of and informed about emerging market, geopolitical, and policy trends that affect you, your family, and your household’s well-being and bottom line.

That comprises the second half.

We get into changing food, agriculture, and aquaculture trends through the lens of Pepsi earnings, as well as how fish farmers are shooting sea lice with underwater lasers.

And we talk about how politics — including the election — could lead to extended volatility through the fall.

It’s all in the 281st episode of Investing in Bizarro World.

0:00 Intro

2:20 Is the Selloff Over?

8:50 Gold Has Been a Rock

15:20 Commodity Context: Uranium & Copper

23:49 Political Volatility

32:45 Changing Food Industry Trends

47:46 Market Watching: Aftershocks

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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It’s time to roll out the ‘Markets in Turmoil’ chyron.

Markets cratered to start the month, with the S&P down some 4% the first two days of August. Bond yields and commodity prices swung wildly as well.

That’s where we kick off the 280th episode of Investing in Bizarro World.

We give our initial thoughts on the selloff as it relates to stocks, bonds, and commodities.

It’s not all bad news.

Readers of Gerardo’s Junior Resource Speculator saw one of their core holdings — Filo Mining — acquired recently for $33 per share in a $4 billion deal. That was one of three companies we outlined for you in the commodity supercycle webinar we held back in March.

Starting this month, Gerardo will be doing monthly call-ins with members of Junior Resource Speculator. It’s the first time he’s offered this level of access. So if you’d like to directly ask him your questions about the resource markets, this is your opportunity. See how you can join his ‘Speculator Sessions’ by clicking here. https://digestpublishing.com/order/JRTSESSION/

We discuss the reasons for doing that in this week’s podcast.

Plus: Battery passports will be required in Europe starting in 2027 for any company selling electric vehicles. They will need to show where the critical metals in the battery came from, their recycled content, and their emissions profile.

I have long said this was coming. And an entire industry is springing up to track all the required inputs to make it a reality while simultaneously creating a very compelling investment opportunity. We introduce you to the concept in this episode.

All that — plus who we’re voting for and why — in the 280th episode of Investing in Bizarro World.

0:00 Intro

1:03 Markets in Crisis: Stocks, Bonds, Commodities

12:19 Introducing ‘Speculator Sessions’

14:58 Battery Passports & the Digital Supply Chain

26:20 Who Are We Voting For?

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

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We’re in the middle of a good ol’ fashion pullback in commodities and stocks.

There are many dips to be bought.

We run through gold, silver, and copper to kick off this week’s episode of Investing in Bizarro World.

From there we spend some time looking at how you can maximize the value of our services, giving some concrete examples of recent positions and how we managed them.

Then the big investment chunk of this episode is on nuclear energy and uranium stocks — the bull market they’re currently in, our history with the sector, and how we’re looking at it now and going forward.

Over the past few years we have had two promotional videos calling for a uranium stock bull market and offering reports on how to invest in it. Those who followed Gerardo’s advice have made hundreds of percent in several uranium stocks.

Now, the next leg of the uranium bull market is approaching and we’ll have a new video out this week about why you should and how you can invest in it. We give a sneak peek in this podcast.

All that plus Fourth Turning politics in the 279th episode of Investing in Bizarro World.

0:00 Intro

3:14 Commodity Dips Worth Buying

12:40 Maximizing the Value of Our Services

18:24 Nuclear’s Next Melt Up

30:47 Fourth Turning Politics

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

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We’ve long said that the US was in a period of heightened socioeconomic, generational, and political instability and volatility that would only intensify this decade.

In the context we view the world and our investments, assassination attempts and party infighting are par for the course.

In fact, for the past few years, all new members of Foundational Profits have received a copy of a special report called “Get Ready for the Turbulent 20s.” It’s not so much about stock market turbulence as it is about political and social turbulence, and how it relates to your long-term wealth and taxation. You can get it and much more here.

Anyway, we had plenty of fodder for this week’s episode of Investing in Bizarro World, which is the 278th.

Trump could be dead. Biden could be out.

And that is just the start of the discussion in the 278th episode of Investing in Bizarro World.

From there we take a look at how the market is reacting to this new tier of political craziness.

And as always, when investors get spooked they head for the cold comfort of a gold bar, the price of which has hit all-time highs in the past week north of $2,480 per ounce.

This gold stock we have been telling you to buy for months has now doubled so far this year. It is up 100% while the S&P, which has hit nearly three dozen all-time highs, is up 16%. We are very bullish on precious and base metals, and expect the price of gold to reach new highs shortly.

We also look at what a Trump presidency would mean for energy and tech stocks, with a focus on oil and uranium.

And we cap it off with a new discussion about private placements because there are two that we’re currently participating in. One is a lithium deal. And one is a silver IPO that will be trading in a month or two.

We recap why private placements can be so lucrative and we give you the details of the lithium and silver private placements. Click the link for more information or to participate. Or call 844-334-4700. https://digestpublishing.com/order/PPIDEAL-4999-1YR/

All that and more in the 278th episode of Investing in Bizarro World.

0:00 Intro

0:23 US Political Volatility

21:17 US Market Response: Volatility, Gold, Energy, Tech

33:14 A Look at New Private Placements (Silver IPO)

Editor’s Note: I have been involved in a private silver miner for years that has been waiting for the right moment to IPO. That moment is now. The offer has been extended through July 30th. Details here. https://digestpublishing.com/order/PPIDEAL-4999-1YR/

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

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Gold mining stock ETFs are at 52-week highs. (This one in particular has doubled since March.) Check it out here: https://digestpublishing.com/v/JRMGOLDHL1/

It was only four months ago they were at 52-week lows.

Such are the swings in mining, and particularly in junior mining. The ups and downs can be emotional and require guidance.

That’s where we start our discussion in this week’s episode of Investing in Bizarro World.

From there you get a metals and mining stock recap, including gold, silver, copper and lithium. This comes as a September rate cut gets fully priced into the market and gold has broken back out above $2,400 with new all-time highs in reach.

It may not just be declining rates and a weaker dollar that is driving gold. There remains significant geopolitical instability and the US presidential situation has moved from farcical to dangerous. We discuss what led to this moment in terms of the Fourth Turning.

Then a look at how major utility CenterPoint Energy (NYSE: CNP), which has nearly a $20 billion market cap, handled Hurricane Beryl in Houston. It included resorting to using Whataburger’s app to track power outages because its own app was derelict.

From there we do a bit of market watching, which includes a discussion of rate sensitive sectors like utilities and REITs, and how we’re looking at them in Foundational Profits for longer-term capital management.

And Gerardo calls out a new uranium discovery made by Skyharbour Resources (TSX-V: SYH)(OTC: SYHBF) this month in Canada’s Athabasca Basin.

As always, you get your money’s worth this week in the 277th episode of Investing in Bizarro World.

0:00 Intro

1:35 Highs & Lows of Junior Mining

4:01 Metals Recap

15:19 Fourth Turning Update

22:30 Hurricane Beryl & CenterPoint Energy

26:15 Market Watching: Rate Sensitivity & Skyharbour’s Uranium Discovery

Send us your feedback, leave a comment below or send us an email at [email protected] or call 844-334-4700.

Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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There was a billion-dollar buyout last week in the junior uranium space.

It’s a company we recommend and own, and have been involved with for over a decade.

In fact, I went to visit the asset of the company that just got bought out back in 2013.

It’s a testament to how long we’ve been around and the actual boots-on-the-ground research we do.

We recap that uranium acquisition and what it means for shareholders and the rest of the uranium industry. You can see what other uranium stocks we like here.

But before that, I recap my recent trip to the Yukon and some of what I learned and who I met there. Junior mining investors will want to pay attention, as several companies were toured with significant events evolving while there.

We also give lithium’s eulogy and discuss how to have success over time investing in small stocks despite the risks.

You get your money’s worth this week in the 275th episode of Investing in Bizarro World.

0:00 Intro

1:16 Yukon Mining Tour Recap

9:52 Having Success Despite Risks in Junior Mining

15:20 Commodity Price Recap

19:48 Fission’s Patterson Lake South Fetches $1 Billion

26:32 Lithium’s Contrarian Eulogy

33:14 Market & Debate Watching

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