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Midas Letter

James West, Conner Romanov
Tens of paid subscribers

Midas 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
Substack
PricingFreemiumPublishesWeekly
Issues98Founded2 years agoLast Issue15 days ago
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Latest Issues

MidasLetter Pro August 2026: Homeland Nickel: Fast Track to Biggest US Nickel Producer

Homeland Nickel Inc.

Homeland Nickel Inc. (TSXV: SHL; OTC: SRCGF) is a Canadian mineral exploration company consolidating nickel laterite assets in southern Oregon’s Josephine Ophiolite, positioning itself as a potential source of domestic...

15 days ago
7
Paid

AI Time Bomb

Tick Tock...

AI Data Centres are increasingly becoming the focus of widespread community resistance. In a classic case of Not-in-my-backyard (NIMBY), residents cite noise, water and electricity as top concerns.

20 days ago
12
Paid

Copper One Resources Corp: Cashed up and Drilling

Copper One Resources Corp (CSE:CEXY, OTCQB:CEXYF) announcement last week of a ~$10 million financing highlights increasing institutional interest in the company’s Majuba Hill Copper project.

Significantly, the company also announced a 10.5...

2 months ago
10

Midas Letter Pro - May 2026

Peak Volatility

ArkenYield Ltd. (Private) remains my highest conviction investment of the year.

4 months ago
1
Paid

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?...

4 months ago
11

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Authors

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  • James West

    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.

  • Conner Romanov

    Founder @ ArkenYield

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