Greetings, Investors. There's once again a LOT to get to today; happily, more of positive and actionable investment ideas that look better than ever than my adding much right now to the noise and confusion over events of the past week.
A quick rundown will follow in a minute.
But first, I want to remind you of a TIME-SENSITIVE opportunity to be "grandfathered" as a Member under our current pricing structure while you still can!
If you go to my Membership page RIGHT HERE, you'll see that--for the first time in several years--our Membership rates will be going up a fair bit shortly.
That too, however, will be as we augment our Members-only offerings and services, as you'll be seeing more of in the coming days.
BUT--For those of you in our audience now, you can join, re-up or extend your present Membership for up to four years...and for as little as 32 cents/day!
This is as I DOUBLE for you whatever term you pay for!
The clock's ticking...Don't wait!
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Now, on to several items, starting with the worst stock market debacle since the beginning of the COVID Plannedemic and idiotic self-inflicted recession and debt binge.
As I pointed out during a quick appearance on The Drew Mariani Show late in the week as the stock market debacle was accelerating (a recording is RIGHT HERE) it first needs to be remembered that the stock market had become absurdly overpriced to begin with.
Whatever the explanation or just plain excuse, it was way overdue to be "repriced" based on 1. the deep discounts of other global equity markets in comparison and 2. the ongoing sticky inflation and borrowing costs that have still not been priced into the market.
That the proximate excuse this past week was the rollout of President Trump's somewhat humorously named "Liberation Day" and the global angst over this major escalation of his trade war is something everyone has been opining on.
And more than usual, the old saw about those opinions being about the same and of the same value as a certain bodily orifice is apropos.
The overwhelming majority come from folks with one form of T.D.S. or the other: Trump Derangement Syndrome or the recent Bill Maher-dubbed Trump Devotion Syndrome. Neither lends itself to an informed, clinical and anywhere-near-accurate assessment of the president's policies.
HERE is an especially humorous and telling example of the former, from yesterday's various protests against...well...you tell me!
Even most of the coverage coming from either perceived economic or political experts is flawed.
In the case of the former, most pundits simply cannot "compute" a positive outcome to the post-globalization world and robotically respond to the present, somewhat unprecedented dynamics with formulaic responses from a world that is leaving.
As for the latter, the hypocrisy is comical in many cases, as evidenced by the old reels that have resurfaced from the likes of the Pelosi's and Schumer's of the world, who once demanded pretty much EXACTLY the policy the president seems to be rolling out (I've shared some of that history over the last few days on "X," as have others.)
As promised above, I'll dispense for now with a more thorough and unbiased take on "Liberation Day" and--FAR more important in divining its success or failure--its emergence against a precarious and, frankly, near-hopeless backdrop of fiscal and monetary obstacles. (I have, of course, been discussing all these moving parts for the last few months: but now can tie everything together with the emergence of the president's game plan.)
I will as always continue to share the best of others' views, often together with my own comments, on both X and LinkedIn, chiefly.
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As I expressed to Drew Mariani the other day and have repeated many a time, investors should embrace times like this.
The smartest ones do.
As back in 2022 when we last had a bear market of note, there will again be individual companies and entire sectors that are worthy of investor attention that will get more of it. All else being equal, with the Mag 7 now becoming the "Lag 7" and, overall, passive investing via plain vanilla ETFs being a guaranteed losing proposition, investors need to act like investors again.
And of course, part of our strategy is to place or augment bets on what is REAL and will endure no matter the near-term volatility.
At the top of the list as far as sectors are concerned, none I.M.O. is as bullish as uranium and nuclear energy. And this past week, I caught up anew with America's leading expert in the space, my long-time friend Scott Melbye.
WATCH HERE as we double down on our thesis coming into 2025! That, of course, is the prospect of "Act Two" in the sector's long-term bull market commencing soon.
And for good measure, Scott updates us on some of Uranium Energy Corp's (NYSE-UEC) own recent progress.
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Gold is, as most of you know, another of my top three commodity-related themes (and more than just a commodity, obviously, in the yellow metal's case.) That it ended the past week still above US$3,000/ounce even as everyone was selling most everything to get liquid is a testament to it being in "stronger hands" these days as I said Thursday.
I'm jazzed at the long-term prospects for gold still; and for the best stories amid equities, notwithstanding that PM stocks proved to be of no general refuge this past week.
Today I want to give nods to a few more on my recommended list, with others to come in the days ahead as I advise adding more still to the best stories out there:
For those who didn't see it yet, last week I posted a Q1-ending UPDATE (HERE) also with Co-Founder and C.E.O. Tony Reda of Tectonic Metals (TSXV-TECT; OTCQB-TETOF).
For all the reasons given, this outlier is one you should definitely have in the "going to the races" part of your portfolio! Its ongoing overwhelming success in growing what could be a multi-million ounce gold resource of the nature and in the location it enjoys renders Tectonic less speculative than most, I.M.O.!
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Next, as I have already pointed out and lamented in the recent past, shares of Seabridge Gold (NYSE-SA; TSX-SEA) continue to be unfairly hobbled due to the nuisance lawsuits filed against them and their flagship KSM Project last fall.
It's mind-blowing that a project sporting 1. the world's largest development-stage gold reserves/resources and 2. the world's third largest copper reserves/resources -- along with all the other project advancements as Fronk lays out in THIS DISCUSSION with Trey Reik at Wealthion -- still gets short shrift from investors.
It won't always be thus; especially, as Fronk teases (and shared with me in a separate non-recorded update a few days back), given that a potential J.V. partner has recently stepped up.
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Finally, though it's a gold story in part, that long-awaited and potentially company-making NEWS of the week came, as expected, from BacTech Environmental (CSE-BAC; OTCQB-BCCEF).
Its process to transform mine waste into commodities such as fertilizers, "green steel" inputs, nickel, copper, cobalt and more from the kind of legacy mining waste as is in the Sudbury Basin area of Ontario is revolutionary. By all appearances, this technology goes beyond most anything that preceded it in the enhanced recovery area: BAC's own bioleaching, hydrometallurgy or whatever.
And this should open a lot of doors.
I plan to be doing updated interviews of not only C.E.O. Ross Orr but others on his research team in the near future. But for now, to get a narrative, check out THIS DISCUSSION he just had with influencer "Penny Queen" that's just out.
All the best,
Chris Temple
Editor/Publisher
Sunday, April 6, 2025
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