Dear Friend,
I had a great experience at the Rule Symposium on Natural Resource Investing. We met at a beautiful old hotel that Michael Dell just bought and is renovating. Five pools, a state-of-the-art gym, and many restaurants on an 11-acre parcel in downtown Boca Raton, Florida.
Not to mention a swanky beach club. But those were just distractions. And frankly, I never made it to the beach. The content was too good, too important to miss.
I had the good fortune to be the master of ceremonies for two of the three days. That gave me a front-stage seat for talks by executives of some of the most important mining companies in the world.
And they all see the change to electrification as the biggest trend in mining. And there is one commodity that will outshine them all. To read my essay on my main takeaway from the conference, just click the button below:
That will take you to my latest blog post. Or you can just go to www.mattbadiali.net to see it.
This is a big trend in natural resource investing. And I was blown away by the attention it got this year. More than uranium. More than lithium. More than silver. It's THE trend for investors over the next decade.
Drop me a line and let me know what you think.
Sincerely,
Matt Badiali
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