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JULY 2026 MONTHLY COMMENTARY
JUNE 2026 MONTHLY COMMENTARY
End of June Market Comment 1st July 2026
00:00 / 10:19
MAY 2026 MONTHLY COMMENTARY
End of May Comments note
00:00 / 08:25
MAY 2026 - WHERE THE WORLD STANDS
APRIL 2026 MONTHLY COMMENTARY
End of April Comments note
00:00 / 09:53
AI
AI Energy Arms Race Infrastructure Stocks
00:00 / 05:37
AI Is Breaking the US Power Grid
00:00 / 05:06
AI Demand Sparks 800% Capacity Price Jump
00:00 / 05:33
AI Is Breaking the US Power Grid (1)
00:00 / 05:06
COPPER
Foran Investor update 7 Jan 26
00:00 / 08:37
Copper China & Foran Jan 13 2026
00:00 / 04:50
Copper Could Halt AI 15 Feb 26
00:00 / 09:05
GALLIUM
Gallium Nitride The AI Superhighway Chip
00:00 / 04:37
GOLD
Gold The ultimate Hedge
00:00 / 07:13
Gold Market Q3
00:00 / 06:41
Nova Gold
00:00 / 06:40
PERPETUA
Perpetua Resources Update
00:00 / 06:32
Perpetua vs SouthernCross
00:00 / 15:10
SILVER
Silver investment case 16 Feb 2026
00:00 / 09:26
SPACE X
xAi Investor update Dec 9 2025
00:00 / 10:52
Space X Update Mar 16 2026
00:00 / 54:44
STRATEGIC RARE METALS
Strategic Metals Investment Thesis
00:00 / 05:35
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