Stocks & #Gold are Expensive

Bonds & Commodities are Cheap

So far it's shaping up to be a good year for commodities...

Uranium market heating up! 🌍🛢️

global production dominated by:

Kazakhstan ~39-44%,
Canada 15-24%,
Namibia 12%,
Australia 8%,
Uzbekistan 7%

Spot price pushing $83/lb in Jan 2026 amid AI/data center energy demand surge & tightening supply.

Structural deficit incoming? 🚀

#Uranium #NuclearEnergy #Energy

From $40 to New Highs in 2025 – Silver’s 2026 Outlook Is 🔥

Silver had a monster year
$84.03/oz in late 2025 → roughly +100%+from early-year levels.

What drove it?
- Triple-digit demand surge for solar PV cells
- Persistent supply deficits
- Official US recognition as a critical mineral
- Safe-haven + inflation hedge flows

2026 outlook:
Many analysts see room for another leg higher solar keeps eating supply, industrial use explodes, and macro uncertainty (debt, geopolitics) favors precious metals.
If momentum holds, silver could test triple digits again.

2025 was the breakout

2026 might be the real fireworks

#Silver #PreciousMetals #Investing #Commodities

This is NOT the chart of a speculative stock..👇
It is the chart showing 65 years of copper prices…

And we are at all-time RECORD!!

#Copper experiences the “perfect storm”… with demand 🚀 for EVs electrification, data centers and others.. while supply struggles in many parts of the world..

Dr Copper has never been more important…

#energy #economy

Trump is setting a nice trap for OpEx by saying the killing in Iran has stopped.

Weekends are for international chaos.

President Trump says he has been assured the killings in Iran have stopped.

Looks like any potential airstrike is delayed until after OpEx.

Iran closes its airspace to civilian air traffic.

🇨🇳 China’s trade surplus hit a record $1.2 trillion in 2025

the highest ever and a massive jump from previous years.

Why so huge in 2025?Strong export growth (EVs, solar, batteries, machinery)

Weak domestic demand → more goods shipped abroad
Weaker #yuan helping competitiveness

Global supply-chain shifts favoring Chinese manufacturing

This surplus fuels tensions (US tariffs, EU probes) and gives China huge reserves to invest globally or defend the yuan.

#China #Trade #Economy #Surplus

#Silver to Brent Ratio

One ounce of silver buys 1.37 barrels of oil.

Historically, over 30+ yrs, this wasway lower, like 0.27–0.33 range (oil dominating big time most periods), so we're talking a massive deviation

silver's ripping on industrial demand (solar, EVs, batteries), supply deficits, and momentum, while oil's getting crushed by surplus forecasts and weak macro bears everywhere.

Mean reversion could bite eventually, but right now it's a clear signal capital's fleeing paper for real stuff.

#oott #Silver

Electricity vs. Income…

No such thing as a low energy rich country.

Do you agree?

Does wealth drive energy consumption as much as the graph below implies?

#energy #electricity