The Equedia Letter
@equedia
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Stocks. Geopolitics. Strong performing investment newsletter with over 500k subscribers. Seek the truth. Not investment advice. See disclaimer in link.
Joined September 2008
Printing a $100 bill costs the U.S. government 15.4¢. So creating $4,200 in $100s costs just $6.47. (And creating $4,200 digitally? Basically $0.) Mining 1 oz of gold costs about $1,500 That same ounce sells for $4,200+ today — nearly 3× production cost. $4,200 in cash: ~$6.50
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Elon Musk has pushed for solar power, suggesting the entire United States could be powered by it if we just put the effort in. With AI, those with the most power will lead the race - energy is everything. If we want to compete with China, we need more solar.
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Employment in Canada increased by 54,000 (+0.3%) in November, driven by gains in part-time work. The employment rate rose a meager 0.1 percentage points to 60.9%. Alberta (+29,000; +1.1%) saw the biggest jump - a conservative province.
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“If governments and industry can get this right, antimony could become the model for building resilience before the next critical minerals supply chain choke point emerges.” - WEF, Critical Minerals Report November 2025 And THIS company's discovery could prove significant.
equedia.com
Antimony is becoming one of the most strategically important—and scarce—minerals in the world. Here's why this mining company could benefit.
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Elon Musk impersonating Bill Gates on climate change could be the next big meme.
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What’s one sector that will be wiped out by A.I.? OnlyFans creators.
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1/This excellent piece by WSJ’s @david_wainer is trying to answer the question that every investor, entrepreneur or anyone who is part of the BioTech and Pharma ecosystem has been asking himself over the past few weeks - following the recent recovery in the sector - whether this
1/This short and excellent piece by Barron’s @joshnathankazis summarises the unusual phenomenon which is taking place in the BioTech and Pharma sector - stocks are moving up to ATH and things are finally starting to improve. A strong indicator of this recovery can be found in the
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The U.S. is desperate for critical minerals — especially antimony, now under export restriction from China. And THIS company just hit the highest-grade antimony interval ever drilled at its Nevada project. It’s shallow. It’s oxide. And it’s exactly what the U.S. needs right
equedia.com
Jamie Dimon just said the US should hoard rare earths. Here's how we are playing the critical minerals boom.
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Gold vs. Bitcoin 61% vs 16% YTD Bitcoin investors should take notice.
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At the time of this report, this company was trading at C$8 per share. It’s $18 today.
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With gold at record highs, THIS stock just hit C$18! We told you about it on July 27 when it was trading at around $8. Full report in link - and don’t forget to sign up or follow for more ideas! https://t.co/NeZ5UhsMCF
equedia.com
Amid soaring gold prices, Equinox Gold emerges as Canada's second-largest producer. Unlock re-rating in this undervalued opportunity.
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Be sure to visit https://t.co/hd1XcaSFSC and sign up for our free monthly newsletter so you don’t miss another idea.
equedia.com
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A few months ago, we told you about a company trading at C$0.36. It just hit $0.70. Now the company just made a major gold-antimony discovery in Nevada — right as the U.S. fast-tracks critical mineral projects. This changes everything. https://t.co/fnR0uoNUZk
equedia.com
Jamie Dimon just said the US should hoard rare earths. Here's how we are playing the critical minerals boom.
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A higher gold price is better for the US dollar. If gold goes to $8000, the US has an opportunity to wipe or gain $2 trillion without printing, collecting more taxes, or borrowing more money.
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Is it better to spend $750m to go after legal law-abiding gun owners, or spend $750m on going after drug dealers and criminals?
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