12 Comments
User's avatar
Douglas Kucera's avatar

My favorite might be Whiskey & Gunpowder, but of course Bonner has taught me well. It will be Precious Metals with a small allocation to whiskey & gunpowder to balance the portfolio.

Expand full comment
Bruce Wayne Yount's avatar

Same here and with a smaller investment into critical minerals as opposed to my investment in gold, silver and platinum. I will continue with the 21 year old Bushmill and plenty of lead darts!!!

Expand full comment
Salty Dog's avatar

Stacking those other precious metals, lead and brass as well=) Plus a little more 00 buck just for giggles!

Expand full comment
Angry Icebergs's avatar

"When a child is born, you might as well alert the funeral parlor."

-

But...Mr. Bonner, there is so much in between, and so much joy yet to be realized, so many things to create, so many lives to be involved, to grow, to learn.

-

...and then there are those that are already "alerting" the funeral parlor...

Expand full comment
Angry Icebergs's avatar

Is there any doubt REE's will be in even more demand in the next decade?

Is there any doubt REE's are at the forefront in the economic war with China?

Why would anyone doubt REE's are a good investment?

Expand full comment
John P Gallien's avatar

Bill writes, "We are all part of these patterns, not the architects or controllers of them. When a child is born, you might as well alert the funeral parlor. There is no doubt where this will lead — to lilies and the grave. It doesn’t matter what we think or what we want. We get what the pattern gives us, not what we want."

Not to nitpick too much, but this is "determinist" thinking - that we don't have any control over our lives. Nothing could be further from the truth. Certainly, there are some things out of our control. But there are many things we can control. We are in the situation we are in because of bad ideas controlling government policy. Plain and simple. These bad ideas have always been with us, but the latest iteration affecting the USA is the Progressive movement - a collectivist ideology that railed against individual rights as selfish and that the citizen's life should be dedicated to the state/country/common good (pick one). This ideology took over our schools for decades and the results can be seen today in the ideas espoused by left leaning progressive politicians. That is, totally irrational thinking in terms of economics, energy, environment, gender, etc. Irrational because their thinking has no connection to the fundamental facts of reality.

So, it may seem we are just part of the patterns Bongo Bill writes about. But only if we allow it to be so.

Expand full comment
Lennart Johansson's avatar

I have allready bought gunpowder, i think i need whisky.

Expand full comment
Breck Lebegue's avatar

Uhhh…’they’ said to discard the obvious wrong answer, then choose. So all the above but not AI. Just got more whiskey—on sale🤪

Expand full comment
Ed Burns's avatar

I would like to see our Bonner team expound on the overall subject of "export taxes".

The over-simplification of Trumps tariffs adding to inflation on what is commonly understood as a "one to one" basis. Effectively, the zeitgeist that a 15% tariff on imports will present a 15% inflation driven cost to US consumers has been thoroughly debunked by an emerging reality.

Rather than simply ignoring the reality that has emerged a more detailed discussion would seem to be in order, particularly in this forum.

One could begin this discussion with a demonstration of what many foreign governments use as added layers of taxation, such as VAT taxes, which allow said governments an avenue to reduce export taxes, while still being subject to Trumps tariffs, in order to maintain a competitive position in our consumer markets.

Regulatory hurdles erected as barriers to American or European entry into foreign consumer markets are ripe for discussion as well.

Expand full comment
Angry Icebergs's avatar

...VATs facilitate hidden clandestine taxation, they are nefarious... ask any of the consumers forced to participate in the schemes...

Expand full comment
JayCee's avatar
1hEdited

Death and Taxes.

Sun Arises and Sun Sets.

People Sing and People Cry.

Folk Love and Folk Hate

Tyrants Come and Tyrants Go

Certainties are and Certainties are Assumed but are not always Assured that’s why we have insurance.

And Adam still ate the apple…

Expand full comment
EJ's avatar

Good one, Bill, thank you.

Expand full comment