Father; Husband; President of Clear Commodity Network (ClearComm); Host of Mining Stock Daily Podcast; Resource Speculator; Tweets are my own

Front Range, Colorado
Joined November 2011
Amazing. Will this open up the financing window for BC projects?
BREAKING: Conservatives win a landslide majority in British Columbia, returning to power for the first time since 1928.
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Palmer’s reaction to this delivered his 1st yellow card. No look at what caused the reaction whatsoever. #EnglishPremierLeague #CFC
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Love James’s insight here My answer is #silver and staple ath leisure
In Q2, 2020, a client bought a refinery. JV with one of the best energy operators of all time. For obvious reasons, in Q2, 2020 nobody wanted anything to do with energy, or airports (the client bought an airport, too). Fast forward to October 2026. The client expects a dividend in 2026 from that one refinery ~=80% of their 2020 cost base. Not bad. So here’s the test: what asset or assets that people hate today might (we can only imagine) generate similar real cash returns five or six years hence? 🧐
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Favorite X quote I read all day
I would have picked a different metaphor personally
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He's Back! @crossbordercap Michael Howell joined me this week for a special London interview during LME week. He's talking #gold, #china and of course, liquidity. Full episode tomorrow.
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At the same time of some massive cyber attack. Why am I reading this and why now?
BREAKING: "US embassy staff and families ordered to leave Saudi Arabia, with families of embassy staff in the United Arab Emirates, Jordan, Qatar and Bahrain also ordered to leave," per AFP
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Fabregas is magic, but beating ManU 4-1 does not put him at the top of the club manager list quite yet. Although, he is on his way.
😂 Jamie Carragher trying to tuck his erection into his trousers as he says this about Manchester United: 🗣️ "It's such a bad result and such a bad performance, it could have serious repercussions for the manager."
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Call me old fashioned, but the jargon is enough to make me think we've gone too far too fast.
We need many more white hats with many more tokens having unrestricted access to the frontier models
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I might be adopting Como as a secondary supporter.
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🚨 hackers: we found a critical PHP vulnerability. we could wipe out millions of records. americans: STUDENT LOANS FIRST!!! hackers: we're literally cybercriminals. americans: DELETE THE MORTGAGES TOO AND WE'LL BUILD YOU A STATUE.
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