Midas Letter
James West, Conner RomanovMidas Letter is laser focused on delivering weekly actionable investment ideas that drive profitability for subscribers. The financial enrichment of our subscribers is the most important outcome we care about. Knowledge is power.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 2 years ago | Last Issue | 16 days ago |
| Active | |||||
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midasletter.substack.comLatest Issues
Midas Letter Pro - May 2026
Peak Volatility
ArkenYield Ltd. (Private) remains my highest conviction investment of the year.
The Yield Stack Explained: How Institutional Stablecoin Returns Actually Work in 2026
The institutional stablecoin market has crossed $300 billion in total market capitalisation as of early 2026. Yet the question most treasurers and allocators struggle to answer is deceptively simple: where does the yield actually come from?...
Kevin Bambrough is 'all in' on Hydrograph Clean Energy
I have this interview with Kevin Bambrough below, who, if you’re unfamiliar, is a former capo in the Sprott empire who famously outperformed peers as an asset manager managing ~$10 billion.
The interview is a “first” on many levels.
Its t...
Stablecoin will outcompete Banks for deposits, regardless of Congressional rules
When the White House Council of Economic Advisors (CEA) published their research paper on April 8th concluding that yield paid on stablecoin did not constitute a serious threat to traditional lending, it triggered some terse responses, most...
Military Metals Advances World's 3rd Largest Antimony Project
If you missed the press release by Military Metals Corp $MILI $MILIF announcing an inferred resource of 67,000 tonnes of Antimony at a grade of 1.02% alongside 220,000 ounces of gold, you are likely distracted by the multiple wars on multip...
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The writers behind this newsletter.
MidasLetter has been publishing actionable investment commentary and ideas for investors seeking high impact trades on emerging companies trading in North America and operating worldwide.
Founder @ ArkenYield
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