Founder, Advisor, Lawyer - supporting the reindustrialization of America in energy, gold and critical minerals, and the new technologies that enable them.
Dallas-Fort Worth Texas
Joined September 2017
- Tweets2.1K
- Following203
- Followers324
- Likes9.3K
Rand Marsh retweeted
BREAKING: Trump has revealed his new anti-fraud program set up to reward people who expose fraud with a 1% commission on the money uncovered. "If you turn somebody in and you, let's say report and you find $1 billion, we are giving a commission to that person of 1%."
Rand Marsh retweeted
Gold has already corrected nearly as much as it did in 2008.
Yet many are acting as if the selloff has only just begun.
I see an opportunity.
If this is the secular bull market I believe it is, we won’t get many chances to buy after a pullback like this, in my view.
tavicosta.substack.com/p/ech…
Rand Marsh retweeted
Canada’s energy minister says the world is entering the largest investment super-cycle in the history of the metals and mining industry…
Bingo.
Critical mineral supply security is the ultimate game of musical chairs. More than one actor can stop the music at any given time, and fewer open chairs will be available in the future. Visionary companies and savvy investors can lock in supply now, but time to act is short.
The foundation of the last metals supercycle (2002 - 2011) was the rapid industrialisation of China… new cities, skyscrapers, railways, cars, power grids and the mass creation of a new middle class. Back then, it was a DEMAND story.
The supercycle we are in today, is bigger, more global… and what makes it different is that it’s a SUPPLY story.
The economies that will be left behind are those that are unable to secure their own critical minerals supply chain.
The statement made in this article by Canada’s Natural Resources Minister, Tim Hodgson, comes after @BloombergNEF’s forecast that copper needs $332 BILLION of new mine investment to avoid a deficit starting in 2028… otherwise we face a shortfall of about 20 million tonnes (44% of demand) by 2050.
We are in discussions with other authoritative sources that tell us that the @Bloomberg estimate is significantly too conservative. We will bring attention to these studies when they are published.
New mines take decades and decades to find, permit, finance AND THEN build. One major obstacle for projects, especially those located in western economies, is permitting. Unfortunately, there is no quick fix... and permitting should not be rushed. At least, the growing panic for metals is forcing into public debate the topic of where ON EARTH these metals will come from.
As they say at the Colorado School of Mines: Earth first... we will mine the other planets later.
financialpost.com/commoditie…
Rand Marsh retweeted
Before she joined his team, @judyshel sent Treasury Secretary Bessent a Kwasi Kwarteng piece arguing China could be the first to relink its currency to gold.
"It shouldn't be China. It better be the United States," she told @RonStoeferle in our IGWT 2026 interview.
Rand Marsh retweeted
Ray built the $100B hedge fund.
His own family office just filed this:
87% gold.
$419M in the metal.
$61M in everything else.
Not a hedge.
The position.
When the guy who spent 50 years mapping debt cycles puts nearly the entire disclosed book into the asset with no counterparty, the chart stops being a portfolio and starts being a statement.
Take a minute and absorb this. Mr. Dalio built Bridgewater after getting smacked in the market and built the system so that he could not just believe that he was right, but know that he was right. That made Bridgewater so successful. Look where he is allocated now. Gold.
Rand Marsh retweeted
Part of a longer conversation with @CryptoRichYT regarding liquidation. @TFL1728 @the_irascible youtu.be/06xsn2WUM3Q?is=jX02…
Rand Marsh retweeted
Meanwhile…
If gold miners were a standalone sector, they would be the cheapest group in this comparison of US equities.
Roughly a 10% free cash flow yield.
No other sector shown comes close.
tavicosta.substack.com/p/sho…
Rand Marsh retweeted
The Dollar's 'Not Gonna Die' - GOLD to $20K, BITCOIN to $1 Million 'Mini... youtu.be/h0-Z3N9Lc-Q?si=n2vw…
Rand Marsh retweeted
‼️ CENTRAL BANKS BOUGHT THE MOST GOLD IN NEARLY TWO YEARS IN SEPTEMBER.
AS GOLD PRICES FELL 8.5%.
An estimated 63 tonnes, according to preliminary World Gold Council figures.
62% more than August.
TELL YOUR MUM. TELL YOUR LANDLORD. TELL THE GUY YOUR WIFE TOLD YOU NOT TO WORRY ABOUT.
THEY ARE BUYING THE DIP 🍿
Rand Marsh retweeted
No American should lose access to a bank account because of their politics or their industry, and that includes the digital asset businesses wrongfully targeted under Operation Chokepoint 2.0. Thank you @SecScottBessent and @USComptroller for working to ensure Americans have fair access to banking.
Under the leadership of @POTUS and @SecScottBessent, @USComptroller Jonathan V. Gould is ending the weaponization of finance. Read about the OCC’s supervisory review of debanking activities in its nine largest national banks and its efforts to guarantee fair banking for all Americans. occ.gov/FairBanking
ALT A person signs a document at a desk in an office setting, surrounded by three others standing in the background. An emblem for the Office of the Comptroller of the Currency is visible. The text reads, "Guaranteeing Fair Banking for All Americans.
