Thomas Champion Analyst Performance

A drilling crew in Beaver County, Utah hit 15,765 feet of solid granite in 16 days - a job the Department of Energy projected would take 64. They reached DOE's 2035 performance targets twelve years early, cutting costs in half within 18 months. When Congress moved to cut solar and wind tax credits, this energy source kept its full credits through 2033. One company has been building in this space for sixty years, and a July 4th catalyst is now 12 days away.

On April 16th, the U.S. Treasury executed a $15 billion buyback of its own debt - the largest in history - while former Treasury Secretary Hank Paulson publicly warned of collapsing demand for U.S. bonds. According to Garrett Goggin, CFA, CMT, with 20 years studying gold and debt cycles, this is the moment miners priced for a world that no longer exists stand to benefit most. As natural bond buyers disappear and the Fed steps in, the move in gold may only be beginning.