David Woo points out that Trump's takedown and arrest of Venezuelan President Nicolas Maduro has significant implications for the geopolitical landscape and global financial markets and he breaks down how gold, oil, and other assets could perform in the aftermath. David also explains why he thinks the Russia-Ukraine conflict is coming to a close, where China currently stands in regards to invading Taiwan, why his investment thesis for 2026 is don't fight Trump, and much more. Get Your 'Stack...
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David Woo points out that Trump's takedown and arrest of Venezuelan President Nicolas Maduro has significant implications for the geopolitical landscape and global financial markets and he breaks down how gold, oil, and other assets could perform in the aftermath. David also explains why he thinks the Russia-Ukraine conflict is coming to a close, where China currently stands in regards to invading Taiwan, why his investment thesis for 2026 is don't fight Trump, and much more. Get Your 'Stack...
Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith
Commodity Culture
37 minutes
1 month ago
Mission Critical - Reshoring the Minerals That Power America’s Military: Mark Smith
Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska. NioCorp Website:...
Commodity Culture
David Woo points out that Trump's takedown and arrest of Venezuelan President Nicolas Maduro has significant implications for the geopolitical landscape and global financial markets and he breaks down how gold, oil, and other assets could perform in the aftermath. David also explains why he thinks the Russia-Ukraine conflict is coming to a close, where China currently stands in regards to invading Taiwan, why his investment thesis for 2026 is don't fight Trump, and much more. Get Your 'Stack...
