Trade Wars & Coming Attractions; BIOBY Aftermath
Greetings Investors!
I’m back home at last; and over this holiday-shortened week as I catch up on so many things/correspondence, I will have myriad thoughts, updates and a LOT more for you!
More so for our paid Members, I’ve already sent out yesterday several status changes, including both profit-taking and a few laggards it’s time to double down on. More are on tap imminently, especially as I consider…
–> some added ringing of the cash register following some other monster rallies of the recent past
–> ponder over some other dead wood/ stale and/or troubled to jettison.
–> and consider both those things (and more) in the context of an ever more troubling macro environment
Apart from that to come, I want to offer a few quick “macro” comments and coming attractions…as well as some content on a couple other companies:
–> Last Friday’s market beatings and what they might portend.
The biggest takeaway from last Friday’s selling of just about everything is the way in which the melt-ups in just about everything have left 1. valuations stretched and/or 2. positions stretched.
That latter was evidenced even by gold getting sold off, albeit briefly; as well as by a sharp rally in Treasuries.
As we learned in 2008, NOTHING will be immune if the overly stretched, liquidity- and FOMO-fueled rallies of these recent times hit a wall for more than a day or so.
Shortly, I’ll have a comprehensive update on the markets and discuss everything that’s going on in the context of a very overdue credit contraction/market deflation (and also to be fair, the Trump Administration’s not-insignificant efforts to delay that reckoning/keep everything afloat.)
–> The trade, commodity, currency, et al war is STILL HERE.
Last Friday’s announcement by China of enhanced embargoes of numerous metals/minerals (NOT just so-called “rare earths”), their finished versions and more–and President Trump’s threatened retaliation–was a renewed wakeup call on many fronts.
A big chess game is underway and will continue. Both “sides” are vulnerable. Both sides know it. That market beatings in the U.S. and even the recently-robust China markets alike so quickly got the attention of both Trump (especially) and Xi is a little encouraging.
Yesterday, that evidenced itself in a rally for U.S. and other equities (Canada was closed for Thanksgiving) as well as most energy and industrial metals. Trump especially clearly covets (and as a matter of simple math, NEEDS) everything to continue to melt up.
This morning we’re going back in the wrong direction again, as additional signs of economic deterioration…the ongoing “government shutdown” with no immediate resolution apparent…and the gut punch of last week’s trade/tariff news all weigh on sentiment. This is what happens when most everything has become priced for a perfection that is not reality.
The underlying story remains the same: the simmering story of that World War 3 over Commodities, currencies, etc., I have been discussing is far more likely to blow up than go away.
We’re going to be living with this jockeying for many years…a subject which is one of many I’ll be providing some updated thoughts on in the coming days, especially when it comes to truly understanding China and its game plan, beyond what is usually ignorant “reporting” in our country.
–> The BIOBY “afterglow”…and the work that comes next.
Two U.S. Congressmen…one U.S. Senator (who asked us to come and speak at the 11th hour!)…numerous state- and local-level elected officials, regulators, tribal officials, company CEO’s and others gathered in Bloomington, Minnesota as you know on Oct. 1-3 for Better In Our Back Yard’s Mining & Energy Expo.
Everyone loved what ended up being a sold-out event (plans are already underway to nearly double the capacity next year at the Radisson-Blu center!)
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(Below–Sen. Ken Cramer (R-ND) joined us Thursday evening, combining wit, good humor, folksiness and common sense that reminded me very much of my late friend, former Montana Sen. Conrad Burns.)
(Above–Besides my conference-long M.C. duties, I also moderated the first Thursday panel on development-stage copper projects: I was joined (L to R) by Barry O’Shea of Highland Copper, Adam Hawkins of Arizona-based Global External, Rob Winton of Gunnison Copper and George Bee of U.S. Gold Corp.)
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There was a LOT of energy in Bloomington, given the tail wind that President Trump and his team have provided for mining, energy and related industries as they pursue both economic and national security priorities to regain control over our own destiny.
BUT just as well, there was a good measure of sobriety given the daunting tasks and the BIG hole we need to climb out of; a process that will occur neither easily nor overnight (and one at risk of being set back considerably if efforts to keep the markets afloat fail…I’ll be discussing that in a new podcast not many days hence.)
I’ll have more thoughts in the days ahead on many subjects here!
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Moving on…
I first want to call your attention to THIS NEW INTERVIEW I recently posted with C.E.O. Robin Dow of Nevada Organic Phosphate (CSE-NOP). I’ve known Robin for several years; and have followed NOP’s story for nearly as long, but have not decided to “bite” until recently.
In our discussion, you’ll learn WHY!
It’s in one sense as “clean” a story, potentially, as is the pure raw rock phosphate they could literally be sitting on a mountain of in NE Nevada!
And now that they have permits in hand and have closed on the biggest financing of the company’s life (in part, where the latter is concerned, as some investors realize that NOP’s story is one whose time might finally have come) I’ve 1. recommended NOP to my Members and 2. Encouraged CEO Robin Dow to share this story more widely.
(NOTE: As you’ll see in the video, too, this story folds into my overall “New FAANGs” thesis which you’ll also be hearing more about in the days ahead!)
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My last couple stops (in Eastern Tennessee on my way home) of this year’s trek up north and back included a visit to see one of my grandsons at Bryan College in Dayton, named for William Jennings Bryan (and fittingly, in the small city that served as the “stage” for one of the great courtroom dramas of the early 20th Century: The Scopes Trial.)
The Great Commoner has long been one of my own very favorite figures of American history: a man–one history buff has aptly put it–who was “too conservative for today’s liberals and too liberal for today’s conservatives.”
Most notably where economic issues were concerned, he stood steadfastly for the average citizen and against The Money Power, his epic “Cross of Gold” speech at the 1896 Democratic National Convention underscoring this.
But that’s a story for another day…
Just up north a bit from Dayton I visited BioLargo, Inc.’s (OTCQB-BLGO) facility in equally storied Oak Ridge; a small city known as not only anchoring Tennessee’s technology corridor but notable in American history as the incubator of The Manhattan Project and others.
I got to visit with Randy Moore, President and CEO of BLGO subsidiary BioLargo Engineering (and among other things, overseeing the company’s evolving battery technology and the development of the AEC units for PFAS removal, the first full-fledged commercial version of which I got to see!) Likewise, I met Mario Caja, now full-time with BioLargo after the company bought his/his family’s battery technology which has now become Cellinity.
One of the ways I got an appreciation of just how robust Oak Ridge still is was by Randy pointing out his own mother in one of the historical monuments shown below (she was one of many working on The Manhattan Project, though nobody knew exactly the scope of this along the way.)
Even today, Randy said, Oak Ridge’s static population of about 30,000 is routinely double that, with federal government officials, scientists and God only knows who else flitting around among a network of research labs, secretive offices, etc.
I got to see a lot of BioLargo’s wares at its own facility; in addition to the components of the full PFAS remediation unit about to be shipped to New Jersey, the “guts” as well of the Cellinity operation.
Aside from all that, the company ANNOUNCED YESTERDAY final pieces being put into place for the launch of its Clyra subsidiary’s products in the U.S. and elsewhere by the beginning of 2026 if not still late this year.
As I’ll detail further in the next regular issue for our Members by this weekend, revenues from it will dwarf anything the company has enjoyed to date; a prospect which underscores just how cheap BLGO shares are in the market.
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple — Friday, Sep 26, 2025
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