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Greed, Guts and Glory

The Oregon Group

Mastering the Art of Speculation

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues11SubscribersRead greedgutsglory.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Notes from Beaver Creek and Denver Gold: the bulls are back in town!

I sat in the corner table at the 8100 Mountain Bar & Grill at the Beaver Creek Hyatt and watched in awe as the events of the afternoon unfold. Frank Guistra sat at the same table he takes each year. All the king’s men around him and abuzz w...

2 months ago
12
0

Every idea has its time – Crypto Capital is coming for commodities

Timing is everything. Being too early is often the same as being wrong. But now, tokenization and crypto-native capital are about to transform commodities — quietly and irreversibly.

4 months ago
10
2

Gold is the new gold. Everything else is just Sydney Sweeney bathwater soap

Gold is the new gold. Real assets will be king again and people will care about commodities. Everything else is just Sydney Sweeney bathwater soap.

5 months ago
18
2

Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral

I’ve never been a goldbug. But I like making money. As The Donald once said, "I like money. I like making it, I like keeping it, and I like spending it."

9 months ago
27
1

Authors

The writers behind this newsletter.

  • The Oregon Group

    Critical minerals, geopolitics and energy.

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