Update on Cash Cow Integra; RZOLV Looks to Prove Gold Technology; Bracing for the Week Ahead
Good morning Investors! Punctuated by “TACO Tuesday” last week, expectations were raised palpably that President Trump really is trying to find some kind of off ramp to the Iran war.
As usual, though, the goal posts have moved so many times that it’s impossible to keep track, let alone divine most any investment strategy except long oil, short stocks and stay the hell away from most everything else.
The net result last week–especially with stocks a bit oversold and looking for any reason to bounce–was the best counter-trend rally of the war so far. I hope you enjoyed it; and better still, that you were fading it at shortened week’s end.
Oversold or not, it was notable (and I.M.O., more evidence that this bounce is not going to last) that the rally came as crude oil refused to sell off. And I speak here of the recently-“massaged” so-called paper markets, whose measures of both Brent and WTI crude do NOT reflect the upward pull from global physical markets under greater stress each day this goes on.
And be mindful that–even last week during this halting stalemate and confused end-game scenarios that seemed to change at times by the hour–substantially more oil producing, refining and related infrastructure has been destroyed.
Especially if we don’t get a resolution this week, expect those paper market oil prices to close a lot of the gap Mohamed El-Erian described below late last week.
Lest you’ve forgotten, there’s another war going on as well still between Russia and Ukraine. And that has recently compromised global energy flows even further, specifically with Ukraine hobbling a fair bit of Russia’s refining/export infrastructure in the last few days.
All told, we are still basically guaranteed a further spike in prices–and for LNG and natural gas as well–as shipments that have been in transit for the last few weeks or so are not immediately followed up on.
One of the smartest commodity experts on the planet, Jeff Currie, gave THIS INSIGHTFUL INTERVIEW a couple weeks back around the CERAWeek conference in Houston which I implore you to watch. You’ll understand why the present North American market-quoted prices for oil especially are going to be proven as not real; and learn many other things as well (including how this war and its fallout is also a part of U.S. strategic positioning against China.)
After he got done dropping a now-infamous F-bomb and praising Allah yesterday morning, Trump moved the goal posts yet again, extending his deadline (for the fourth time if you’re counting) where bombing Iran’s civilian power plants and other infrastructure is concerned.
It is seemingly now tomorrow — Tuesday — night at 8 p.m. Eastern.
And a bit later today, at 1 p.m. Eastern, he’ll hold a press conference with some of the military leadership (whose ranks have just been considerably thinned by Secretar of War Pete “I Want to Build the Third Temple Myself” Hegseth.)
Ahead of this morning’s U.S. market open (most others remain closed today for Easter Monday) futures markets are eerily quiet. This, in part, as the media is telling us once more of a potential ceasefire in the works.
Yet as I explained in the podcast with Michael Fox from late last week that I already sent you, the dice have already been cast when it comes to the macro picture of stagflation and a still-evolving energy shock (“COVID in reverse” as Currie and others have warned) we’re in for no matter what happens in Iran at this point.
And a continuation/escalation of this war if–again–rumors of ceasefire talks are a sham–will only make things that much worse.
Meanwhile, for our Members, we’re still ever more in an increasingly defensive allocation and may well be going even further into “Going to the Mattresses Mode.”
Stay tuned for further instructions if you’re a Member!
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Though our overall allocation to risk assets of most kinds has been whittled down considerably, I’m still bullish longer term, as I’ve been explaining, on a number of themes. Most of all, as I explained in the podcast with Fox, I’m laying the groundwork for the next big move in gold’s secular bull market, which is now merely on pause.
One of my favorite producers these days–but a company still with considerable exploration upside still as well, besides coming increased production–is Integra Resources (NYSE-ITRG; TSE-ITR) whose fortunes have been spectacularly augmented by gold’s run of the last year or so.
I recorded a video update last week with C.E.O. George Salamis that you can watch RIGHT HERE or by clicking on the above graphic.
About 40% off its 52-week high of not may weeks ago, Integra is a long-term STEAL right now. Once you get your head around this cash cow and how things will be getting even better company-wise for them, you’ll want to be building (or rebuilding) a position here as the case may be.
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Commodities elsewhere have been as shaky as even precious metals stocks lately or worse (the only exceptions being those like helium and aluminum, to name two, directly impacted by the war.)
But here again–especially as we think long-term and take / build positions in great stories–NOW is the time to take advantage of the recent pullback as well in shares of RZOLV Technologies, Inc. (TSXV-RZL; OTCQB-RZOLF) whose C.E.O. Duane Nelson you can hear from RIGHT HERE or by clicking on the graphic below.
As you’ll hear, I have followed this company for a few years given my animation over the field of enhanced recovery technologies that will ultimately lead to greater and more environmentally friendly production of metals of all kinds. To date, of course, my recommendations already cover two such companies (BacTech Environmental and Gunnison Copper, as the latter has used the breakthrough Nuton technology to produce copper cathode in the U.S. for the first time using bioleaching as opposed to traditional smelting.)
RZOLV’s leading technology is its proprietary water-based non-toxic process to replace cyanide in the recovery of gold, specifically, from ore and concentrates.
Don’t pass this one by either, folks! If it can check just a couple more boxes on top of recent milestones, RZOLV is set to disrupt a multi-billion dollar industry for cyanide; and a toxic process responsible for over 80% of all new gold production in the world.
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple
Monday morning — April 6, 2026
(NOTE: I’ve already passed on several actionable investment moves to our Members, especially as the outlook from my newest podcast materializes.
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