Strategic Thinking for the Next Metals Bull Market

In this True Vine Letter I shake things up a bit with my recent review of The MIning Investor’s Handbook by Robin Bromby. It was my first book review and I thoroughly enjoyed it.

Overview of the Semiconductor Capital Equipment Industry

In this Letter, an excerpt from the Premium Edition, I provide an overview of the semiconductor capital equipment industry. Semi-caps produce the equipment used to create the building blocks of the new technologies we use every day.