Kurt Benson - Comments

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Half As Long
11 hours ago
I follow Larry Swedroe on TalkMarkets as well and had read his overview of Goulding & Harvey's research here. It was quite good.
In this article: PRPFX, VBAIX, MBB, URTH, SPMO, QLEIX, RISR, RSST
Aduro Clean Technologies Is Starting To Scale Up
1 day ago
I like this. The technology is interesting and the problem they’re tackling is real. There's no question the upside here is significant and the TAM is, as the author stated, huge. But there are a some red flags IMHO: • Revenue today is almost negligible, and the company still has to prove commercial economics. • Scaling from lab/pilot to full commercial operation often brings surprises (feedstock logistics, scale losses, capital costs). It's definitely a speculative idea with significant upside. So it's worth a position, but don't bet the house on it in case things don't pan out.
In this article: ADUR
AIF SEBI Regulations You Must Know Before Registering
10 days ago
What are SEBI regulations?
Gold & Silver Selloff Arrives, But India Drops Solar Bombshell...
10 days ago
Ambitious plan by #India that will need a lot of #silver.
In this article: GLD, SLV, UUP
3 Stocks To Sell With Unsustainable Dividends
11 days ago
This is outdated regarding EARN. Since April 1, 2025 EARN completed a structural conversion from a REIT to a non-diversified, closed-end management investment company (regulated investment company, or RIC) with a primary focus on collateralized loan obligations (CLOs). There is risk in this play and I personally bought some cheap 4/20/2026 long puts at the $5 strike to hedge.
In this article: EARN, PRT, TBCRF
Nuclear Stocks, Rare Earth Minerals & Uranium
11 days ago
Good read, thanks.
In this article: CCJ, UUUU, MP, CEG, SMR, REMX
While Chevron And Occidental Retreat, This $100M Oil Company Goes All-In On America's Cheapest Basin
24 days ago
Great read—nice to see someone digging into smaller-cap E&Ps instead of just the majors. I agree that the DJ Basin could be a hidden gem, but ESG and regulatory headwinds seem like the wild card here.
In this article: PROP
Nuvve's $400M Contract And The V2G Investment Gamble
1 month ago
Some good info here, and is a strong vote of confidence for V2G tech — a $400M contract like this shows the market is waking up. If Nuvve delivers even a fraction of what's promised, it could be a game changer for grid resiliency and sustainable EV infrastructure. Kudos to them for securing something this substantial; now it’s execution time!
In this article: NVVE
Excellent Dividend Growth From Energy Midstream
2 months ago
Nice article. $AMZA looks good.
In this article: AMZA
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