- Dec 31 is Warren Buffett's last day as CEO of Berkshire Hathaway - He started in 1965 with the stock at $19; today it's up 3,950,000% to $750,000 per share 5 Buffet quotes to ponder - “Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1.” -“The most important thing to do if you find yourself in a hole is to stop digging.” - “Price is what you pay, value is what you get.” - “Risk comes from not knowing what you are doing.” - “Today, people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.”

- Manipulation of the gold and silver markets by various international banking interests over the past several decades - The ‘City of London’ is no longer the capital of the world’s financial system - Shanghai is competing with London and New York - The massive “leveraged paper” SILVER positions are being obliterated - Some central banks (Russia, China, Saudi Arabia, and India) began adding massive GOLD & SILVER purchases - Trump placed SILVER as a “critical mineral.” - JPM began dumping their short positions and, for the first time in its history, went fully long on SILVER - Big traders started demanding “physical delivery” on the COMEX, instead of cash. SILVER starts flowing from London to New York. - SILVER is now on a trajectory toward real “price discovery.” - “paper” Silver into real physical SILVER. Who knows where it will finally tops?

- Rising electricity demand driven by AI and big data centers highlights the need for clean, reliable power sources like nuclear energy. - 🛢️ U.S. uranium production has collapsed from 44 million pounds in 1980 to under 1 million pounds in 2020, while consumption remains at about 50 million pounds annually. - 🏛️ Bipartisan U.S. government support, including the Advance Act and executive orders, is driving efforts to rebuild the domestic nuclear fuel supply chain. - 📈 Cameco’s stock price tripling signals growing investor interest and confidence in the uranium sector’s recovery and growth prospects. - 💰 Current uranium prices ($75-$80/lb) are not yet high enough to incentivize widespread new production; triple-digit prices are needed. - ⛏️ Noble Plains Uranium focuses on brownfield exploration in the U.S., leveraging historical drill data to reduce risk and build compliant uranium resources efficiently. - [🤝 Adding industry veterans to the team strengthens Noble Plains’ expertise and positions the company well for growth amid rising uranium demand and prices. https://youtu.be/qfvhYhg1Fco

- 🌍 Geopolitical conflicts, especially the Russia-Ukraine war, heavily influenced energy market volatility in 2023. - ⚖️ OPEC+’s 2.2 million barrels/day voluntary production increase deal was announced but ultimately failed due to cheating and lack of cohesion. - 📈 Global oil inventories grew counter-seasonally, signalling market oversupply despite expectations of a glut. - 🔮 Forecast for 2026 predicts a significant oil bull market driven by supply constraints and normalized OPEC spare capacity. - ⛽ Non-OPEC oil supply growth is expected to peak in 2026, with US shale production plateauing and declines anticipated thereafter. - 💡 Natural gas demand rose sharply due to increased power needs and LNG exports, supporting a bullish outlook. - 📉 Energy sector remains underweighted in major indices, presenting a contrarian investment opportunity heading into 2026. - - https://youtu.be/zJgTmTtSyto

- The VanEck Semiconductor ETF (SMH) offers broad exposure to the companies powering AI, cloud computing, and the global chip supply chain — but it’s far from evenly weighted - NVIDIA (~20.8%) dominates the fund, reflecting its leadership in AI GPUs - TSMC (~11%) anchors the manufacturing side of semiconductors - Broadcom, AMD, Applied Materials, Micron, and Lam Research round out critical parts of the ecosystem - Nearly 27% sits in “Others,” providing diversification across dozens of chip-related firms - SMH isn’t just a bet on one company — it’s a bet on the entire semiconductor stack, from design and manufacturing to equipment and memory - But investors should understand the concentration risk, especially with NVIDIA carrying so much weight