Dennis Leontyev - Natural Resource Stocks

China is Closed for Business

Wall Street was pleased with Nvidia’s quarterly report on Wednesday. Still, the CEO Jensen Huang said the company is leaving billions of dollars in revenue on the table because it can…

May 29, 2025

Essential Macro News Daily Update Dennis Leontyev

The Nuclear Era US President Donald Trump has signed a series of executive orders titled Reinvigorating the Nuclear Industrial Base, Reforming Nuclear Reactor Testing at the Department of Energy and Ordering the…

May 27, 2025

Daily Update Dennis Leontyev

The Nuclear Era

US President Donald Trump has signed a series of executive orders titled Reinvigorating the Nuclear Industrial Base, Reforming Nuclear Reactor Testing at the Department of Energy and Ordering the Reform of the…

May 27, 2025

Daily Update Dennis Leontyev

Not So Clean Energy

The Government passed the big, beautiful bill. Like every new bill, it has some positive and negative measures. Well, it depends on who you ask. Judging by just about every…

May 23, 2025

Daily Update Dennis Leontyev

Keep an Eye on the Bond Market

The most important task of the Treasury and the Federal Reserve is to ensure that the bond market functions properly and remains liquid. A few weeks ago, our tariff policy…

May 21, 2025

Uncategorized Daily Update Dennis Leontyev

Technical Analysis of Gold

Sometimes, a simple technical analysis paints a clear picture. Three weeks ago, we wrote that Gold was running a bit too hot and had gotten overbought. We recommended taking some…

May 20, 2025

Market Update Daily Update Dennis Leontyev

Market Update 05/18/2025

The stock market has been enjoying a relief rally over the last few weeks, triggered by hope that the tariff situation will be resolved somehow. Gold and other risk-off assets…

May 18, 2025

Daily Update Dennis Leontyev

Art of a Deal

The United States and Great Britain had a perfect trade relationship for 150 years. Both sides were happy. Then, one day, we broke up this relationship for no reason. Then…

May 8, 2025

Daily Update Dennis Leontyev

Artificial Stupidity

We are in an environment where the markets are heavily dependent on the news about tariffs. Trading algorithms are programmed to automatically buy S&P and NASDAQ futures every time there…

May 7, 2025

Daily Update Dennis Leontyev

Investing in Natural Resource Stocks

The stock market is struggling this year due to overvaluation, our government policies and mostly tariffs. We talked about it at the beginning of the year. Meanwhile, we at Natural…

May 6, 2025