/CMMG/ Commodities, Mining, and Macro General

Shehulk edition

Commodities include
>Precious metals
Gold, Silver, Platinum group metals
>Energy
Oil, Natural Gas, Uranium, Coal
>Base Metals
Copper, Iron ore, Nickel, Lithium, Cobalt, Zinc, Lead
>Others
Water, Agricultural, Salt

More information for each commodity
pastebin.com/tduUv8Ny
Calculators for DD
pastebin.com/TsRtpKHs
Steer Clear List
pastebin.com/V571vwse
News Sources
pastebin.com/bQFESpBL

>Youtube channels to follow
Palisade Gold Radio, Mining Stocks Education, Sprott Money, Goldsilver pros (Rob Kientz), Finding Value Finance, Gregory Mannarino, Peter Schiff, Macro Voices, Crux Investor
>Canadian junior press releases
twitter.com/JrMiningNetwork
>Newsfeed
twitter.com/zerohedge

>What is Austrian economics?
mises.org/what-austrian-economics
>Austrian economics books
What has government done to our money (Rothbard), The mystery of banking (Rothbard), and Profit & Loss (Mises)

Previous:

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Other urls found in this thread:

mining.com/web/chileans-rejecting-new-constitution-set-to-lift-markets-says-jpmorgan/
latimes.com/business/story/2022-09-05/the-energy-historian-who-says-rapid-decarbonization-is-a-fantasy
twitter.com/AnonBabble

>when you just got done smashing the price for the day

Thank you Baker.

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Reminder that the west is running out of water and a congressman on the committee for water resources bought hundreds of shares of a company called Ecolab which is a water treatment company that has already lobbied millions of dollars in the past year. Water recycling is going to become a necessity to meet current demand at the rate that reservoirs are drying up. The fed slashed Arizona’s water usage but it won’t be enough. Look into cotton futures as well, agriculture sucks up massive amounts of the Colorado river and Arizona is a big producer. A different congressman on the board of agriculture bet big on cotton futures.

mining.com/web/chileans-rejecting-new-constitution-set-to-lift-markets-says-jpmorgan/

Good news from Chile, they voted against a new very leftist constitution that was proposed, I believe with 62% against. Stock market and currency rallied after. Not sure if the large copper mining tax hikes were part of the constitution change or if that's separate.

Roll for Rana

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No doubt the CIA wants to secure cheap lithium and copper. This probably never had a real shot to pass.

Picking a water ETF is on my todo list.

If the copper thing is resolved then Altiplano is on the menu.

I can't believe that's from a movie for kids

There's a certain sand company in Texas that I've been watching but I don't know dick about sand. Gonna have to set time aside to research it more but the teachers union pension fund is invested in it. That and other notable investors are what made my ears perk up initially.
This sand, iirc, is used as filter media for oil. Also, if memory serves me correctly, it's an inelastic resource, so without new discoveries or technological breakthroughs, it could be one of the few players in that field.
All these factors look promising in the short-term, however the logistics of moving sand applies pressures to make those new discoveries or gambles on newer technologies.
Hope you guys had a lovely holiday weekend.
Thanks for reading my blog

Glad that I could kickstart discussion around sand. Thank you for your post, good information here.

I'll link the ticker when I get back to my work laptop. Same company has been discussed here tho. I'm not as knowledgeable on how to find alot of the same info you guys bring to the table tho and I'm very distrusting of the investor info presented by any company, mostly what they leave out. Nobody gets excited to pour money towards bad news. I'd rather know the bad news right away, like any sane person.

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Funny, Ecolab's shares look like they're in the midst of a yearlong slide. Cotton futures are nosediving too.

> hundreds of shares
Wow! A Congresscritter with their nose in the trough bought HUNDREDS of shares. Did they eat DOZENS of French fries with the hamburger they ate for lunch?

What's the sauce on this excitable bullshit?

Shit, Marvel really desperate for views now huh? What a shame.

I bought into the uranium pump, am I gonna regret it?

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Good time to buy Rio Tinto dip?

i've been looking at it
might give it another couple of weeks

This guy has a great audiobook series called “How the world really works”, highly recommended

latimes.com/business/story/2022-09-05/the-energy-historian-who-says-rapid-decarbonization-is-a-fantasy

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Why is EQNR dumping so fucking hard

Go all in then mate

>This sand, iirc, is used as filter media for oil
I don't know what this means but if it's used for oil then you probably mean it's fracking sand

is UUUU a meme uranium stock? Are there better alternatives? I wanna slurp

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