Weekly Wire
Issue #8: The Misclassified Three — Hidden AI-Energy Plays
Three names institutional screens can't see. CLMT, CLF, and MYRG are AI-energy infrastructure plays hiding in wrong sector classifications.
Ben Climer
weekly-wire
The Weekly Wire — March 31, 2026
The Weekly Wire — March 31, 2026 Free Edition THE WEEK IN 60 SECONDS • Silver miners (SILJ) crater 8.7% as momentum trade unwinds — classic end-of-quarter profit-taking • Dollar strength (UUP +0.3%) pressures all commodities while bonds rally 1.09% on recession fears • Uranium miners dump 6.2% despite fundamentals unchanged
Weekly Wire
Issue #9: The Helium Supply Shock — First Capital Deployed
First capital deployed since going to cash March 2. APD (4%) and LIN (4%) — the helium supply shock is structural, confirmed by institutional flow, and priced at a 57% discount to peers.
deep-dive
The 80/20 Portfolio: Why Real Assets Just Killed the 60/40 Forever
The 80/20 Portfolio: Why Real Assets Just Killed the 60/40 Forever Energy Macro Deep Dive — March 26, 2026 The 60/40 portfolio is officially dead. After losing 18% in 2022, another 12% in 2025, and sitting flat while gold hit $4,896 and oil trades at $94, even
Weekly Wire
FLASH ALERT — New Position: Energy Transfer (ET)
Wire flash alert: Initiating Energy Transfer (ET) at 4% portfolio weight below $19.25. Institutional options flow, 6.9% yield, $10.2B operating cash flow, 8/9 analysts bullish with fresh Truist initiation.
weekly-wire
The Weekly Wire — March 24, 2026
The Weekly Wire — March 24, 2026 Free Edition THE WEEK IN 60 SECONDS • Silver got hammered 16% today as ETF flows reversed after 3 weeks of institutional buying • Uranium miners down 6% despite spot uranium holding $65/lb — classic miner volatility • Dollar strength (+0.3% today) pressuring all commodities except
special-report
The AI Grid Compounder — Willdan Group (WLDN)
Everyone's focused on building more power. Almost nobody is focused on making the existing grid handle the load. One small company is — and its earnings just doubled.
special-report
The $33 Million Insider Bet — Energy Transfer (ET)
A CEO put $33.76 million of his own money into his own company while Wall Street institutions were selling. Here's why we think he's right.
Weekly Wire
Issue #7: Post-Iran Portfolio — Six Names for the New Energy Security Regime
Previous portfolio closed +26% in 13 months. Six new names across three tiers: war-discounted quality, Ras Laffan beneficiaries, war-resilient compounders.
deep-dive
The 42 Million Pound Problem: Why Uranium's Math Crisis Is Just Beginning
The 42 Million Pound Problem: Why Uranium's Math Crisis Is Just Beginning Energy Macro Deep Dive — March 19, 2026 While uranium miners got hammered this week (URNM down 6.19%, URA down 6.26%), the math driving this market hasn't changed. In fact, it's
The Daily Wire — Tuesday, March 18, 2026
The US dropped bunker busters on Iran's coastline overnight. If that does not get your attention, check your pulse. Five-thousand-pound bombs — the kind designed to punch through concrete — hit Iranian missile sites along the Strait of Hormuz. The military said those sites housed anti-ship cruise missiles threatening commercial
The Daily Wire — Monday, March 17, 2026
Happy St. Patrick's Day. You are going to need the luck. We are now 17 days into a shooting war with Iran. The Strait of Hormuz — the bottleneck that carries 20% of the world's oil — is a mess. Tankers are rerouted or sitting idle. Oil spiked