Natural Resource Stocks

The U.S. housing cycle is entering what analyst Melody Wright calls the “Bulldozer Phase.” After years of cheap credit and speculative building, cracks are spreading across Dallas, Miami, Phoenix, LA, and beyond. Melody returns from Dallas and a national default conference with ground-level evidence: builders competing with themselves, $50k price cuts, FHA buydowns as low as 3.75%, and even giveaways like free fridges just to move inventory. Short sales are spiking, institutional landlords are quietly unloading properties, and municipal stress is starting to bite. Who is Melody Wright?Melody Wright is a nationally recognized housing and mortgage strategist, and the writer…

We may be in the early innings of a new commodity supercycle. After more than a decade of volatility, commodities are back on the move — with gold and silver setting the pace, copper and critical minerals lining up as the next leaders, and investors finally returning to producers, developers, and even explorers. In this in-depth conversation, fund partner Stuart Macliver sits down with Andy Millette to break down how today’s cycle is unfolding, why critical minerals like titanium, antimony, and rare earths are becoming strategic priorities, and what investors need to know about capital flows in Perth, Vancouver, and…

Veteran investor Rick Rule lays out the macro math behind negative real rates, why central banks are piling into gold, and how to separate quality producers from “story” stocks. He also shares the simple metrics he uses (free cash flow, debt service, recycle ratio) and why liquidity—even at a “cost”—sets you up for the next crisis. #Millettian Guest: Rick Rule — Rule Investment Media | RuleClassroom.com (free weekly Q&A + 230 hrs training)Host: Steve Yang Also include in show notes (as applicable):Andy Millette (Producer): https://www.linkedin.com/in/andymillette/ Rick Rule channels mentioned: “The Real Rick Rule” on YouTube; X handle referenced in interview;…

In this episode, we sit down with Kiran Patankar, the CEO of Maple Gold Mines, to discuss the company’s recent developments, investor sentiment, and the broader outlook for gold and gold-mining investments. We delve into Maple Gold’s strategic moves, including their recent $13 million financing, the company’s strong partnerships, and what sets them apart in the gold mining sector. Kiran shares insights from the Beaver Creek conference, offering a glimpse into the dynamics of investor behavior and the rising interest in junior mining companies. The discussion also touches on leadership values, ethical mining practices, and long-term vision in the ever-volatile…

What happens when the Federal Reserve is trapped between crushing debt and sticky inflation? Best-selling author and former Wall Street insider Nomi Prins sits down with Andy Millette to break down why rate cuts won’t solve the crisis, how a rolling credit crunch is reshaping markets, and why retail investors are fighting uphill against algorithmic dominance. Prins explains why the USD’s global grip is slowly slipping, why the Fed’s blind spot on inequality is more dangerous than investors think, and what “safe haven” really means in 2025. Plus, she unpacks the energy transition shocks and geopolitical risks that markets are…

In this episode, Andy discusses with Michael Oliver, a renowned momentum structural analyst, the current trends and potential future movements in the gold and silver markets. They delve into the historical price actions, analyze log scale charts, and predict a possible vertical surge in silver prices. The conversation covers important technical indicators, the comparison of 1980 and 2010-11 price movements, and the impact of momentum breakout levels. Additionally, they explore the underpricing of silver relative to gold and other commodities, and discuss the prospects for gold miners and the overall commodities market. The episode also touches on the potential implications…

Tickers (Company Interview): ASX: TEE | OTC: TNDEFGuest: Luke Velterop, CEO, Top End EnergyHost: Andy Millette Top End Energy (ASX: TEE | OTC: TNDEF) is advancing a natural hydrogen project in Kansas, strategically positioned next to Koloma, the Bill Gates–backed explorer. The company highlights fast permitting (≤1 week), a 6–8 week drill timeline, and proximity to a $5B Midwest ammonia fertilizer hydrogen market. #Millettian

In this episode, Andy interviews John Darch and Ken McLeod from Sonoro Gold Corp to discuss the critical updates and future plans of their projects. They elaborate on the implications of an updated Preliminary Economic Assessment (PEA) amidst a rising gold price, transitioning from a base case of $1,800 gold to around $3,000 gold. The discussion highlights Sonoro Gold’s upward stock trend, solid management, and the comparative stability of gold amidst economic uncertainties. Furthermore, they introduce the forthcoming spin-off of the San Marcial project into a newly incorporated company, Oroco Gold, which will effectively serve as a dividend for current…

For more information about Myriad Uranium”https://myriaduranium.com/CSE: MFRA: C3QOTC: MYRUF In this episode, Thomas Lamb, CEO of Myriad Uranium, discusses the pressing supply-demand imbalance in the uranium market and the potential of the Copper Mountain Uranium Project in Wyoming. He explains the challenges in increasing uranium production, his background in exploration and corporate finance, and why Myriad Uranium stands out as an investment opportunity. Lamb highlights permit upgrades, significant historic drilling results, and the strategic positioning of Myriad Uranium for significant growth in the current market. If you’re keen on understanding the future of uranium mining and investment, this interview provides…

Tickers: TSXV: KNG | OTCQB: KNGRF | FSE: TUY Kingsmen Resources CEO Scott Emerson joins Andy to discuss the buildout of a potential district-scale silver-gold story in Mexico’s Parral district. We cover the Las Coloradas past-producer, first drill assays aligning with historic mined grades, why Almoloya could add 1–2Moz of gold potential, infrastructure advantages, share structure, financing philosophy, and the intended path to hand a large discovery to an established operator. Recent highlight: first reported assays include a high-grade interval from the inaugural program at Las Coloradas. Company site: kingsmenresources.com Verified socials Host: Andy Millette – LinkedIn Co-host: Steve Yang…