Originally posted on 12/14/2021:

Wow over the counter speculation play. That takes a set of stones in this environment even on a natural resource play. I do like the overall nuke rocks play and miners in general. Most of the mining has been beaten down this year but they will rise once again and when they do, nuke rocks will continue to lead along with other hard to find unobtainium type of stuff.

Took a long position in TBT which is a play on rising interest rates. I plan on hodling this pretty much all next year.