Brent Cook

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Brent Cook

Brent Cook

@BrentCookgeo

Economic Geologist, Co-Editor Exploration Insights, Beach Volleyball. Moving here: @brentcookgeo.bsky.social

Rockville UT Katılım Temmuz 2018
122 Takip Edilen7.5K Takipçiler
RedWave Press
RedWave Press@RedWavePress·
MOMENTS AGO: President Trump on Truth Social: “It seems as though the Great State of Utah, which I won each time, and handily, is going to the All Mail In Ballot format of Colorado, and the rest, that always head LEFT, as soon as the move is made. We should stop Utah from doing this. All Mail In Ballots, dishonestly handled, are a big advantage for the Dumocrats, whose only Road to Victory, because their Policies are so insane, is CHEATING. Does the Republican Party have any idea what is happening to it? Step by step, State by State, the Democrats are smiling all the way to the “Bank.” Stop the onslaught by either immediately terminating the Filibuster and/or pass THE SAVE AMERICA ACT! President DONALD J. TRUMP”
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
What could possibly go wrong? ;-{)}
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Exploration Insights
Exploration Insights@ExplorationIns1·
Issue No. 866 has been published explorationinsights.com 🎓🚀 SpaceX "graduated" with a ~$2.2T valuation 📈 Resource equities proved resilient despite volatility and inflation fears ⛏️ New Peru Cu addition🇵🇪, standout Cu drills🇰🇿🇨🇦, Chile REE permits 🇨🇱 & Nevada updates 🇺🇸
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Thierry from arvy 🇨🇭
Thierry from arvy 🇨🇭@ThierryBorgeat·
Imagine you spent 40 years doing the boring, responsible thing. You opened a 401k at 23. You contributed every paycheck. You ignored the noise. You bought the index because Bogle told you to, because Buffett told you to, because every honest piece of financial advice for 30 years told you the index was the safest, most diversified, most rules-based way to own America. The whole point was the rules. The rules said: a company must trade for 12 months before joining the S&P 500. The rules said: it must show four consecutive quarters of GAAP profitability. The rules existed because in 1999 the index quietly bought a lot of stocks at the top, and pensioners paid the bill. After the dot-com crash, S&P tightened the rules. Nasdaq tightened the rules. FTSE Russell tightened the rules. For 23 years, those rules held. Then SpaceX filed for IPO. And the rules changed. The S&P 500 waived the profitability requirement. Nasdaq cut its trading-history window from 90 days to 15. FTSE Russell cut its to 5. Bloomberg Intelligence estimates the major index funds will absorb between 19% and 24% of SpaceX's float within six months. That's over $30 trillion of passive 401k and retirement money, mechanically buying a single newly public company at IPO valuations, because the rules said they had to. Except the rules used to say they didn't. Here's the thought exercise: If you spend 40 years building a system designed to protect ordinary savers from buying overpriced stocks, and then you waive the protections the moment a sufficiently large stock asks you to, what was the system actually protecting? Most of investing is about understanding what's a rule and what's a guideline. A rule binds the rule-maker. A guideline binds the saver. You're allowed to find out which is which only after the fact.
Hedgeye@Hedgeye

Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.

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Exploration Insights
Exploration Insights@ExplorationIns1·
Issue No. 865 has been published explorationinsights.short.gy/CMBTr7 🌋 Travel puts markets into perspective. El Misti stands calmly while traders react to every headline📉 Energy ⬇️, equities ⬆️, and portfolio gains on Au & Cu stories ⛏️📈 US critical minerals, Quebec Au & SW US royalties
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Exploration Insights
Exploration Insights@ExplorationIns1·
Thursday, May 28th, 2026 14:45 – 15:05: @JoeMazumdar will be presenting “Peru’s place in the Latin American Exploration Sector” 15:05 – 16:05: @JoeMazumdar will be part of a Panel of Experts lnkd.in/gq86uU7Y
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Exploration Insights
Exploration Insights@ExplorationIns1·
Issue No. 864 has been published explorationinsights.short.gy/WPUtab ✈️ Off to 🇵🇪 as markets live on the edge 🌍⚡ Energy inflation pressured PMs; BMs stayed cautious. Portfolio slipped despite strong Cu drill results ⛏️ Stock Talk: US nickel, Brazil PGM-Ni & Quebec exploration
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Exploration Insights
Exploration Insights@ExplorationIns1·
Issue No. 863 has been published explorationinsights.short.gy/Dnr3Jq ⚡ Hormuz disruptions fuel inflation 📈. Markets pulled back, but the portfolio beat resource ETFs, led by Peru copper 🇵🇪. ⛏️ Stock Talk: Mexico royalty 🇲🇽, Nevada gold 🇺🇸 & Australia copper 🇦🇺.
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Brien Lundin
Brien Lundin@Brien_Lundin·
@HurricaneAddict “There is something new and unusual we’ve discovered for the first time.” So of course it spells doom. “Please send us more money.”
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Matthew Gross
Matthew Gross@HurricaneAddict·
Lurking below the surface in the equatorial Pacific is possibly the most impressive blob of above average ocean temperatures we've ever recorded since we've had the ability to measure this stuff. When that enormous concentration of bath water reaches the surface over the coming weeks and months, it's going to release devastating consequences around the globe throughout the second half of the year. Get ready for severe droughts in parts of South America, Africa, and Australia, devastating monsoons in southern China, and a roaring southern jet all winter long in North America. When you combine this with the fertilizer crisis bubbling as a byproduct of current global events, there's going to be crop failure on a level most of us have never seen during the closing months of 2026. Hard to see how we avoid widespread deadly famines across multiple stretches of the planet at this point.
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Brent Cook
Brent Cook@BrentCookgeo·
@Brien_Lundin Excellent choice! Many many years ago when I worked in Panama we could buy that for $2
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Brien Lundin
Brien Lundin@Brien_Lundin·
Time to shut it down for the week! Before I sign off, a quick poll to guide my next move....
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Exploration Insights
Exploration Insights@ExplorationIns1·
Issue No. 861 has been published explorationinsights.short.gy/9WX4zd Markets rally, oil risk ignored ⚡📈. Hormuz headlines vs reality 🚢. PMs & base metals soft. Portfolio slipped but beat PMs. Stock Talk: exploration 🇺🇸🇵🇪🇦🇷🇨🇱, Ni profile, royalty results.
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