← Leaderboard
JF
John Fenwick
Fenwick Consulting Group
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
John Fenwick (Fenwick Consulting) tells Kitco 17%+ of his portfolio is in tungsten equities (e.g. KZR, WSRIF) because there is no ETF or futures market and a multi-year deficit.
And so seventeen plus percent of my portfolio right now is in tungsten
Gold since this was said: ▲ +0.9% · 4,430 → 4,468 · as of 2026-09-08
Fenwick predicts the US will start building critical-mineral refineries and smelters over the next couple of years.
But my thesis is that the U.S. will start building refineries, smelters, things like that over the next couple of years
Gold since this was said: ▲ +0.9% · 4,430 → 4,468 · as of 2026-09-08
Follow John Fenwick
One short email when John puts a new call on the record, and when a verdict lands on one. Plain words, free.