Another wild performance from the resource sector... $Energy Fuels(UUUU.US) hit a new all-time high against all odds, and I regret not holding more even with half a position; $Lightbridge(LTBR.US) also rose—has the market rotated back to nuclear energy? But $Lithium Americas(LAC.US) on the lithium side is still in a slow decline, and the backbenchers in new energy are clearly still struggling. $Almonty Industries(ALM.US) is so volatile it makes my hands shake—I don’t dare go heavy.

$American Resources(AREC.US) managed to post "positive returns" despite its performance—I guess new energy is just mystical these days. I’m just holding a small 50% position now, happy when it rises, unfazed when it falls—a true laid-back player.