p e t e s m i t h

labrador retriever parent, husband, dad, ear for music, historiographer, VT ski bum, nerd, always learning, infosec professional, opinions = mine

[Jeffrey Gundlach @TruthGundlach]

A Private Credit Fund of Funds in 2026 seems to rather closely resemble a CDO-squared in early 2007.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US is revoking Iran's newly issued general license to export oil after Iran struck three commercial vessels in the Strait of Hormuz.

The US called Iran's latest actions in the Strait of Hormuz "wholly unacceptable" and said they will be "met with consequences."

[Cameco Corporation @cameconews]

ICYMI: NUCLEAR PURE PLAY PODCAST | Cameco and the AP1000 reactor

Cameco’s Nuclear Pure Play Podcast provides insight into the company and the nuclear energy industry. In this episode, Cameco President and COO Grant Isaac and VP of Investor Relations and Communications Cory Kos discuss why the Westinghouse AP1000 is the right nuclear reactor technology for Canada's future.

Watch the full podcast: https://t.co/QnEAxQO8NU

[Miles Franklin Precious Metals @MilesFranklinCo]

Billionaire investor Jeremy Grantham is warning investors to avoid U.S. stocks, saying America is now in “the biggest investment bubble that arguably has ever occurred.”
@TaviCosta agrees that the next major rotation may be away from the U.S. and into emerging markets – especially as the dollar reverses and global capital looks for cheaper opportunities.
“Sometimes the U.S. markets are dominant, sometimes it’s emerging markets,  sometimes it's other developed markets, and I think we’re due for the other two to outperform,” Costa tells @MichelleMakori.
Watch the full episode of The Real Story with @MichelleMakori, featuring Tavi Costa, Founder & CEO of Azuria Capital:
https://t.co/eR8NKEWjVf

[Centrus Energy @centrus_energy]

NEWS: Centrus Energy (NYSE: LEU) has been invited to join the S&P SmallCap 600 as of July 14, 2026. Another sign of our progress and momentum.

[JennyManyDots @jenstilmanydots]

The chicken is just so wrong on this 😣

Not caring about other countries in the world is exactly what’s wrong with us, and why we will deserve what we get.

https://t.co/0yE8lQfmWz

[p e t e s m i t h @petesmithtoday]

@jenstilmanydots @STUARTTURLEY16 Functional issue: the fact that USA/Canada has enough oil and gas at home scarcely protects us with regard to price. So, yes: we should care what happens in xyz country.

[Jeff Clark @TheGoldAdvisor]

New Stock Pick!

This new royalty play is primed for growth, with SIX #gold/#silver projects nearing key catalysts. It's backed by big names you’ll recognize, has a new us listing, and best of all the stock is undervalued.

Check it all out here for free https://t.co/2oxkNEry4y

[Nomi Prins @nomiprins]

Check out my latest conversation with Daniela if you get a chance.

The discussion dives into the details with what’s going on with gold now and what to expect going forward.

[The Northern Miner @northernminer]

Ottawa’s $500M Red Chris bet tests BC grid

Ottawa's $500 million investment in @NewmontCorp's (NYSE, ASX: $NEM; TSX: $NGT) Red Chris Block Cave project is testing Canada's critical minerals strategy amid northern B.C.'s power shortage.
https://t.co/nR1Q5Wr4Ed

[Sunrise Energy Metals @SunriseMetals]

Sunrise Energy Metals is delighted to announce its acceptance into the New South Wales Critical Minerals Royalty Deferral Scheme for the Syerston Scandium Project.

The Royalty Deferral Scheme is a New South Wales Government initiative designed to help new critical minerals mining projects accelerate to production.
Under the scheme, Sunrise will be able to delay paying mining royalties for up to five years.

This delay is intended to improve cash flow during the early years of the Syerston Scandium Project.

The decision adds to the growing momentum behind the Syerston Scandium Project. In September 2025, Sunrise secured a US$67 million debt financing Letter of Interest from the U.S. Export-Import Bank, further validating the project's strategic significance and supporting the accelerated development of one of the world's most important future scandium sources.

We would like to express our gratitude to the Government of New South Wales (NSW Government) for their support.

At a time when China controls 80-85% of the global scandium supply and is restricting exports of the rare earth, alternative supply options are urgently needed.
Sunrise’s Syerston Scandium Project represents one of the few significant sources of scalable supply under development today that can meet this immediate strategic need. The company’s scandium deposit holds sufficient mineral resources to meet global scandium demand for many decades to come.

Read the full press release here:
https://t.co/Rf1h4RRrc2

[Lobo Tiggre @duediligenceguy]

So much for "the business of not selling Bitcoin"...

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $62,000 after MicroStrategy, $MSTR, announces it has sold has sold $216 million worth of Bitcoin “to fund dividends.”

[Summit Royalties @SummitRoyalties]

News Release: Summit Royalties Completes Acquisition of Star Royalties and Provides Corporate Update

The acquisition materially expands Summit's portfolio of precious metals royalty and streaming assets, including the addition of a 4% gold stream on @MineraAlamos' fully permitted Copperstone project in Arizona.

Summit also welcomes Kevin MacLean as Chief Investment Officer, Kathy Lai, CPA, CA as Vice President, Finance, and Jay Layman to the Board of Directors. All three join from Star and bring decades of investment, financial, and technical experience to Summit at an important stage of growth.

Read the full news release: https://t.co/UX2NO4HPYv

$SUM.V $SUMMF $SUM
$Gold #PreciousMetals #SummitRoyalties

[VRIC @vricmedia]

Jennifer Shaigec joins Darrell Thomas to unpack the geopolitical forces reshaping commodities, currencies, and investor risk.

@jenstilmanydots @MoneyLevelsShow

[p e t e s m i t h @petesmithtoday]

@vricmedia @MoneyLevelsShow @jenstilmanydots 📌Thought provoking talk on gold-backed CBDC vs. Stablecoin (fiat)…Azerbaijan/Armenia/Georgia oil and gas “middle” trading passage = pressure on the petrodollar.

Implications of cyber risk in a finserv data wipeout = don’t rely on a single institution, use 4x. Thx 🙏 Jenny.

[p e t e s m i t h @petesmithtoday]

(Alexis de Tocqueville) “Nothing checks the spirit of enterprise,” [….] “I have no doubt that the democratic institutions of the United States…are the cause…of the prodigious commercial activity of the inhabitants.” 🇺🇸

https://t.co/VFyZHdOu87

[Javier Blas @JavierBlas]

CHART OF THE DAY: The history of US energy consumption, from independence to present day. Historic milestone ahead: nat gas about to overtake oil.

(An annual treat from @EIAgov ahead of 4th of July festivities. Please, @EIA_One keep the tradition).

[The Northern Miner @northernminer]

$1B Senegal gold project lifts Fortuna’s Africa growth

@FortunaMining's (TSX: $FVI; NYSE: $FSM) updated feasibility study for the Diamba Sud gold project nearly doubled its value, extended mine life, and added probable reserves, though project costs also increased.
https://t.co/7vWUCOa3An

[Miles Franklin Precious Metals @MilesFranklinCo]

The Dollar Is Bluffing – Gold’s Next Leg Could Shock Investors | Tavi Costa & Michelle Makori https://t.co/Qm5Yp1Apix

[FT Commodities @ftcommodities]

Gold heads for worst quarter in more than a decade as retail frenzy fades https://t.co/AqYHXQqvtd