Lee Willis

I’m a conservative, small government, sound money, anti-swamp Republican with libertarian leanings. 🍌

[Lee Willis @DigitalWillis]

It didn’t make sense to me why a FBI, CIA, or DOJ would support a corrupt and incompetent politician like Joe Biden becoming POTUS. Then it hit me. Since they have the goods on Joe Biden, they can control Joe Biden.

[Lee Willis @DigitalWillis]

@RichardGrenell I at least thought they’d be good at math.

[UAP James @UAPJames]

David Grusch discovered a “Government-run criminal enterprise” that siphoned off and laundered money from classified black programs to fund UFO crash retrieval operations

“That was reported to Department of Justice. It led to federal investigations. The DOJ is handling it now.”

[Tim Burchett @timburchett]

Watch this and you will see why @StephenM is the King of messaging.

[Lee Willis @DigitalWillis]

@WEschenbach Haven’t you suffered enough?

[Otavio (Tavi) Costa @TaviCosta]

Better businesses at lower prices.

One of the biggest mistakes investors make is allowing price action to dictate their view of fundamentals rather than the other way around.

Even after the recent pullback in metal prices, miners continue to generate margins that would have seemed extraordinary just a few years ago.

Yet many of these companies are trading as if the economics of the business have materially deteriorated.

They haven't.

https://t.co/uEgAcJ9Yh3

[Franklin Graham @Franklin_Graham]

“For by Him all things were created that are in heaven and that are on earth…” (Colossians 1:16) #Alaska #PineMarten

[Peter Clack @PeterDClack]

The world's clean energy transition represents a colossal expansion of the world's mining industry.

To catch a diffuse energy source like sunlight or wind needs an unprecedented volume of physical machinery. A single solar farm requires roughly 30 times more total metal infrastructure than a conventional gas plant. We aren't moving away from mining; we're swapping enormous oceanic drilling rigs for vast open-cut metal mines.

The demand for heavy mining and rare earths is just as compelling as the downstream e-waste crisis, but the numbers are even more staggering. While solar cells rely heavily on high-purity silicon, silver, and copper, the broader 'green infrastructure' ecosystem demands far more.

The EV motors, wind turbines and massive national grids required to tie intermittent solar together are entirely dependent on an unprecedented surge in heavy mining and rare earth extraction.

This physical mining demand has simply exploded with the shift from conventional fossil fuel energy generation to wind and solar. Because wind and sunshine are so diluted and diffused, harvesting them requires a massive physical footprint, necessitating endless extra acres of complex machinery.

This translates into heavily vandalised landscapes and grotesque coastal settings. According to the IEA, replacing them world's fossil-fuel system with renewables increases the total volume of materials requiring extraction and handling by a factor of 10.

Solar alone is exceptionally copper-intensive, using roughly 850 kg per megawatt for intricate grid connections, inverters and cabling. Renewable energy is projected to drive 45% of total global copper demand by 2030. Yet, developing a new major copper mine takes an average of 16 years from initial discovery to first production.

The world faces a massive demand spike for a metal where the supply chain is notoriously slow, costly, and inflexible.

Solar panels don't use much in the way of rare earths, but wind turbines and the electric vehicle motors that back up the low-carbon shift are hungry for permanent magnets made from neodymium, praseodymium and dysprosium. Processing these elements involves intensive chemical leaching that produces vast amounts of toxic and radioactive wastewater.

Compounding the problem, China controls roughly 60–70% of the extraction and up to 90% of the refining for these specific elements.

This has created a massive geopolitical bottleneck.

Image: this massive chasm is the Bingham Canyon Mine (also called the Kennecott Copper Mine) just outside Salt Lake City, Utah. It is one of the largest man-made excavations on Earth and the deepest open-pit mine in the world, stretching 4 kilometres wide and more than a kilometre deep.

[Lee Willis @DigitalWillis]

@DonDurrett Picked up a few extra shares of 1911 during the dip. I also took part in the SpaceX IPO. It was a good investing day.

[David Morgan @silverguru22]

Hi David,

Thanks for the quick and amazingly detailed response. You make a lot of great points, many of which I had not thought of myself.

I have really been enjoying my subscription to your newsletter/service. I've learned a lot, though I suspect I still have a lot more to learn. The recent drop in the precious metals market is certainly not something that I wanted to see. But it does look like an opportunity to buy miners at a nice discount!

Thanks again for your insights!

Recent response from a paid member.

[David Morgan @silverguru22]

Hi David,

Thank you for your assistance in helping me understand and become a FAR better mining and resource investor. You have helped me beyond what I can adequately thank you for, with a simple annual subscription.
Another paid member-

[Willis Eschenbach @WEschenbach]

Tony, you say, "The risk of making a two-State solution impossible – when there is no other viable option."

Did you sleep through the last 75 years? The Palestinians have been offered the two-state solution over and over, and they TURNED IT DOWN EVERY TIME!

Then, when they got their own state, Gaza, they turned it into a fort, built terror tunnels, used charitable donations meant for infrastructure to buy weapons, and then used their "two-state solution" to endlessly attack Israel, ending in an evil orgy of rape, murder, torture, and abduction of Israeli women as sex slaves … and you want to try that again?

Seriously? Were you dropped on your head as a child?

Even the Hamas leaders say they do NOT want a two-state solution. Here's a quote:

===
A senior Hamas official has openly admitted that his terror group will never accept a two-state solution — and boasted that its Oct. 7 attack proved it is possible to expand the Palestinian territory and wipe out Israel.

Khaled Mashal — a key figure helping to run the terror organization from Qatar — claimed in a videotaped interview with Kuwaiti podcaster Amar Taki last week that Gazans and Israelis cannot co-exist, a sentiment he said was made all too clear after Oct. 7.

“I would like to say two things about the two-state solution. First, we have nothing to do with the two-state solution,” the 67-year-old terrorist said in a translation provided by MEMRI TV. “We reject this notion, because it means you would get a promise for a [Palestinian] state, yet you are required to recognize the legitimacy of the other state, which is the Zionist entity.

“This is unacceptable,” he added. “We demand to be liberated, to get rid of the occupation and to have our independence and our state.”
===

Instead of a two-state solution, they want what the "Palestinians" have always wanted … the destruction of Israel and the death of every Jew in the Middle East.

Wake up and smell the coffee, my friend, you are beclowning yourself.

w.

[Lee Willis @DigitalWillis]

@LLBiggers @ewarren @BernieSanders Yes, with hard work and risk, he made life better for all of us. All of his companies make life better. SpaceX has greatly reduced the cost of putting satellites in space.

[Lucy Biggers @LLBiggers]

Let’s zoom out and look at what the climate movement is actually asking of us.

They’re asking us to dismantle the fossil fuel energy system that has produced the greatest abundance in human history. Because of a byproduct called CO2—a plant food that NASA satellites show has contributed to 50% more green cover across the globe.

All because of a fear that extreme weather like droughts, hurricanes, and flooding will get worse, sea-levels will rise steeply, and crops will suffer. But the empirical data from the last 40 years shows none of that is actually happening. Crop yields are at record highs, extreme weather shows no change, and sea-level is rising at a steady 3mm/year.

Still, the argument goes, maybe someday in the future things could get worse. So we need to spend trillions transitioning off reliable, abundant, energy-dense fossil fuels onto unreliable, land-hungry technologies like solar and wind.

We have to do this with taxpayer money. Not because voters chose it—but because governments are mandating it.

And here’s the kicker: it won’t even work. The countries adopting net-zero goals represent a fraction of global emissions. China and India are still developing fossil fuels as fast as they can—and cheap energy is pulling our manufacturing straight to them. Every country that guts its fossil fuel infrastructure will make itself poorer, hollow out its industrial base, and kill jobs—while global emissions keep rising.

Oh, and because solar and wind are intermittent, we still need backup gas and oil infrastructure on standby for when the wind stops blowing or the sun stops shining. So we’re paying for both systems.

And nuclear—the most energy-dense, reliable, zero-emission power source we have—is also off the table.

Did I get that right?

[The Rabbit Hole @TheRabbitHole]

The state of California

[UFO/UAP News @uap_news]

Does Jeremy Corbell really have these files or he's just bluffing? 👀

He’s threatening to unleash "Sleeping Dog" - hundreds of unreleased UFO files covering reverse-engineering and non-human biologics, if the government fails to disclose the truth in its next UAP drop.

Backed by a network of journalists as a safeguard, he’s doubling down on David Grusch’s congressional testimony. Time is running out for transparency.

[Gavin Baker @GavinSBaker]

Really fun to interview my old friend Bret Johnsen in Mission Control.

Three parts of the @SpaceX story that I wish were more widely discussed:

SpaceX has created thousands of good blue-collar jobs: welders, machinists, electricians. Everyone talks about the need to bring high-paying, blue-collar jobs back to America. SpaceX and Tesla are making that happen. To the best of my knowledge, they have created more manufacturing jobs in the US than just about any other American company over the last ten years. It’s hard to imagine our nascent industrial renaissance succeeding without these companies.

SpaceX was started with the goal of putting humans on Mars. And along the way, they have massively improved life for many humans on Earth. Mars may be a starter planet, but Earth is our planet, and the technologies developed at SpaceX are already in use today connecting and safeguarding the people of Earth. Starlink is a really efficient way to bring internet to low-income countries. In Kenya’s remote Murang’a County, Starlink has made it possible for patients in rural villages to consult with medical specialists via telemedicine. In the rainforests of Brazil, Starlink has connected schools to reliable high-speed internet that will provide more educational opportunities to students. Here in America, Starlink has proven vital to emergency teams responding to natural disasters. During Hurricane Helene, the Starlink hubs dropped into North Carolina and East Tennessee were often the only contact point between cut-off towns and the outside world. Literally life-saving.

This IPO will be a big milestone for the company. It’s important to celebrate this, while also remembering that making humanity multi-planetary is the ultimate goal. Going to Mars is really hard. There have been many setbacks thus far, ranging from fiery explosions to failed landings. There will be many more. Ad Astra Per Aspera. But SpaceX is at its best *after* a setback imo. Their first 3 launches were “failures”. Had the 4th not succeeded, there might not be a SpaceX today. The company’s success in the face of such daunting odds is a testament to the resilience of the culture and absolute commitment to the mission shared by every employee I’ve ever spoken with. Some of the world’s most talented engineers have chosen to live in Airstreams at Starbase away from their families for weeks on end in service of this goal. I will never forget the welders who told me they signed every weld because they wanted to be accountable if they were responsible for a failure. True missionaries, all of them.

I am grateful to every single person at SpaceX for helping to make the future as inspirational as possible. And I will be even more grateful if I get to see a blue sunset on Mars!

More info on https://t.co/dLOPlKr0Un

[Rob Kientz | The Freedom Report @freedom_rpt]

Gold and silver go green as gold becomes top reserve in the world, replacing US Treasuries.

In 2025, the world share of gold reserves went up to 27% while US Treasuries fell to 22%.

Deleveraging killing treasuries while gold inventories surge on central bank demand.

[Otavio (Tavi) Costa @TaviCosta]

Copper now diverging from gold in a meaningful way.

Yes, AI, industrial demand, and onshoring are part of the story.

But the real driver is a tightening supply-demand imbalance that the market is only beginning to price in.

That said:

Metals rarely stay disconnected for long.

This gap is setting the stage for gold to become the next catch-up trade, in my view.

https://t.co/sJjIAEqwqb

[American Pacific Mining Corp. @AmerPacMine]

✨ New MT survey results have identified a compelling, undrilled target at the Madison Project and are helping refine the company's understanding of a potential porphyry system at depth.

With drilling now underway, the team is set to test one of the most compelling geophysical targets ever identified on the project.

FULL NEWS RELEASE BELOW 🔗

🇨🇦 $USGD | 🇺🇸 $USGDF
#gold #copper