December 18, 2025
Here’s what was covered:
Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at their peril. Sentiment is at all-time lows and this is not a place to sell as altcoins may have bottomed. A look at how this will be affected by easy monetary policy and a new, compliant Fed chair.
Market Takes - It’s a historic commodity market in lithium, silver, and uranium. Many companies are moving way up in value as a result. Sentiment is changing from negative to positive in the past few months. Lithium is still not getting the credit it deserves. There are still good places to invest because of that. Uranium has strong supply fundamentals and volatility is to the downside. Two free names in the sector poised for big gains. The benefit of private placements.
Bizarro Banter - Tragedy abound with the death of Rob Reiner, and shootings at Brown University and Bondi Beach. Gerardo calls for a hope for civility in the future.
Premium Portfolio Picks -
Hut8 (HUT) - This Bitcoin miner has been pivoting to AI, helping it avoid some of the pain that came with the recent downturn.
Rockwell Automation (ROK) - Up 20%, positioned to take advantage of the next phase of AI’s evolution.
Lion Rock Resources (ROAR), Hannan Metals (HAN), Kingsmen Resources (KNG) - All three have assays pending, are cashed up, and will be drilling soon. Poised to be among the big winners in the commodity bull in 2026
December 18, 2025
Here’s what was covered:
Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at their peril. Sentiment is at all-time lows and this is not a place to sell as altcoins may have bottomed. A look at how this will be affected by easy monetary policy and a new, compliant Fed chair.
Market Takes - It’s a historic commodity market in lithium, silver, and uranium. Many companies are moving way up in value as a result. Sentiment is changing from negative to positive in the past few months. Lithium is still not getting the credit it deserves. There are still good places to invest because of that. Uranium has strong supply fundamentals and volatility is to the downside. Two free names in the sector poised for big gains. The benefit of private placements.
Bizarro Banter - Tragedy abound with the death of Rob Reiner, and shootings at Brown University and Bondi Beach. Gerardo calls for a hope for civility in the future.
Premium Portfolio Picks -
Hut8 (HUT) - This Bitcoin miner has been pivoting to AI, helping it avoid some of the pain that came with the recent downturn.
Rockwell Automation (ROK) - Up 20%, positioned to take advantage of the next phase of AI’s evolution.
Lion Rock Resources (ROAR), Hannan Metals (HAN), Kingsmen Resources (KNG) - All three have assays pending, are cashed up, and will be drilling soon. Poised to be among the big winners in the commodity bull in 2026
December 18, 2025
Here’s what was covered:
Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at their peril. Sentiment is at all-time lows and this is not a place to sell as altcoins may have bottomed. A look at how this will be affected by easy monetary policy and a new, compliant Fed chair.
Market Takes - It’s a historic commodity market in lithium, silver, and uranium. Many companies are moving way up in value as a result. Sentiment is changing from negative to positive in the past few months. Lithium is still not getting the credit it deserves. There are still good places to invest because of that. Uranium has strong supply fundamentals and volatility is to the downside. Two free names in the sector poised for big gains. The benefit of private placements.
Bizarro Banter - Tragedy abound with the death of Rob Reiner, and shootings at Brown University and Bondi Beach. Gerardo calls for a hope for civility in the future.
Premium Portfolio Picks -
Hut8 (HUT) - This Bitcoin miner has been pivoting to AI, helping it avoid some of the pain that came with the recent downturn.
Rockwell Automation (ROK) - Up 20%, positioned to take advantage of the next phase of AI’s evolution.
Lion Rock Resources (ROAR), Hannan Metals (HAN), Kingsmen Resources (KNG) - All three have assays pending, are cashed up, and will be drilling soon. Poised to be among the big winners in the commodity bull in 2026