Reletter
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Common Sense Stocks

NutStuff

No Nonsense, Just Common Sense, Stock Ideas & Conclusions

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues75Foundeda year agoLast Issue12 days ago
Active

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Latest Issues

The Reform Surge, AI Job Myths, and Why O’Leary Rejected Starlink

British politics is entering "political atomisation," AI isn't stealing 35% of jobs, and Michael O'Leary just gave a masterclass in brutal common sense. We dive into the numbers behind Reform’s rise, the reality of the 2026 energy corridor,...

12 days ago
5
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Puffing Weed & Micro-Dosing! Cannabis Rescheduling, the Psychedelics Boom & Stock Picks 2026

Trump just handed policy lifelines to BOTH cannabis AND psychedelics in the same week. Cannabis rescheduled to Schedule III — 280E tax death abolished. Then on April 18, a bombshell psychedelics EO: $50M in funding, FDA fast-track, Right to...

a month ago
3
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Uranium's Unfinished Bull Market: ASPI, LTBR & the Nuclear Bottleneck Stocks That Could Redefine Your Portfolio in 2026

Uranium demand is 75% uncovered to 2040. No new mines for 3 years. ASPI & LTBR sit at the nuclear industry's most irreplaceable choke points.

Think Smarter. Laugh Harder. Maybe, Even Profit.

a month ago
5
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Energy Becomes Fixed Income: Albion Labs, Vitol's Derivatives Collapse & Why Claude Code Still Needs a Steering Wheel

Vitol lost hundreds of millions betting against a war it never saw coming. Claude Code accidentally leaked 512,000 lines of source code to the world. And Albion Labs is quietly turning North Sea barrels into digital fixed income — hiding in...

a month ago
5
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Bitcoin, Western Decline & the UK Energy Trap: Trump, NATO and the Geopolitics of Money.

Bitcoin is no longer speculation — it's infrastructure. The UK is exporting a warning label, not leadership. And NATO is funding the threat it was built to deter. This is the geopolitical briefing your fund manager isn't giving you.

Think...

a month ago
5
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  • NutStuff

    Fake news is everywhere—but for investors, only one thing matters: So what? I keep it simple: question, think, laugh, and profit. No fluff, no ads—just sharp insights, stock ideas, and real takeaways. Cut through the noise. Stay ahead!

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