May's Top Reads: a monthly email digest of the month's must-read items.
June is here; the world remains focused on a potential US-Iran peace deal — even if reached, supply-chain and oil damage persists for months. Asian automakers are building vehicle inventories to hedge disruptions; traders are moving large volumes of copper to the US ahead of potential import levies before a June tariff deadline. Expect continued volatility; June will be one for the record books, and it's new Fed chair Kevin Warsh's first FOMC.
Recap of May's posts (links / summaries):
- "The Company Cashing In on a Blocked Strait" (Founders+) — a tanker owner capturing rates the market isn't fully pricing. - "The Energy Giant Wall Street Hasn't Repriced Yet" (Pulse Premium) — a public powerhouse below fundamentals, added to the model portfolio. - Rick Rule Symposium keynote (Nomi speaking). - "The Government Just Jumped In to Keep the Power On" (grid strain). - "Moving Past the Noise: A Strategy for 2026 Volatility" (interview with Gary Bohm, Metals and Miners). - Founders+ Model Portfolio Semi-Annual Update. - "Trump-Xi Summit: China's Rare Earth Leverage is Growing." - "This $7.7 Billion Energy Signal is Just the Beginning." - "KEY REPORT: Aya Gold & Silver" site report. - "Silver's Best-Kept Secret" (video). - "The Silver Squeeze Just Got Real" (China's biggest silver grab in 8 years). - "Silver Analyst: We're Looking at Decades of Growth" (Jon Forrest Little). - "What Hormuz Shipping Data Says About the Months Ahead" (Strait at 6% of pre-war traffic). - "Lula-Trump Meeting Puts Critical Minerals at the Center of Brazil-US Relations" (guest essay). - "The Hormuz Impasse: 3 Sectors Profiting from the Chaos." - "Central Banks Are at Odds and Out of Easy Choices."