LTR (ASX) THE COUNT DOWN: Liontown crushes first ore at Kathleen Valley!

Originally posted by DDTRH: ↑

I revisited a few very interesting (to me) topics that are related to the mining industry in general, and to the critical minerals mining sector in particular.

I should have brought it up in the ARL forum a while back but totally forgot.
The substance of the information would have helped progress some of the unyielding dialogue. Doesn't matter now as a couple of the anti-ARL posters have come around somewhat and are less critical and more positive.
Also, the forum has calmed down following from the big news about the Japanese Consortium's partnership with ARL. It's a waiting game from here on.

Setting the context...
Peter Zeihan is a widely followed author and social media personality whose specialty is on geopolitics. He has a charismatic speaking style that appeals to many viewers on YT.

As is the case in life, he has his share of detractors whose professions seem to lean towards the field of macro and micro economics. They cite data from various economic studies to "fact-check" Peter's assertions.

I do pay attention to these counter arguments.
But I don't lurch from one position to the other by the power of charismatic speech or the science of fact-checking.
Furthermore, to me, when a person states that he/she has fact-checked an assertiion, my first thought and critique is "but who fact-checked your fact-checking?"
Claiming to have done the "fact-checking" can be such an ego wank because the claimant tries to assume the position of truth and every other assertion made must therefore be measured against the claimant's benchmark.

I have embedded below a YT vid where a fact-checker used economic data to argue against Peter's points of view. I'll leave it to posters to pick out where the fact-checker himself needed some fact-checking.

Why is Peter relevant to LTR?
My interpretation of Peter's role is that he is a flesh and blood version of Palantir Technologies. Well, of sorts.
Palantir is into big data analytics, amongst other major projects such as AI and solutions modelling.
(Briefly going off on a tangent, Palantir is a good name for a big data analytics company to adopt as it is the namesake of the crystal balls in the LOTR.
It is also claimed by some that the commercial version of Palantir's tech was finally released by the CIA after the military-industrial complex has advanced decades further in its defence applications.)

Big data analytics is about capturing the sweeping views or gleaning the big picture trends going into the future. Fascinating stuff.

From this starting position, we can already see that fact-checkers using economics data to argue against Peter's content is rather missing the point. It's like an economist arguing with an accountant, a finacial banker, or a politician. All have their specialities, but the foci don't map each other exactly.

We can also say: "Hold on, there. If the best economists in the nation still couldn't get the national economy back on track despite all their theories, how valid is that amateur economist's theoretical arguments against Peter?"

Peter talks about what's to come in decades. His analyses into even a decade from now won't matter much to me personally.
But to younger investors on HC who are in the 20s to 40s age bracket, it is worthwhile giving Peter a listen.
I won't pre-empt by detailling the content and spoil any enjoyment from the viewing.

Enjoy!

Expand

This is the other part of the interview with Peter Zeihan about China's potential future...

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THE COUNT DOWN: Liontown crushes first ore at Kathleen Valley!, page-140

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Climate change to drive market trends to the moon

Tivan and EARTH AI gear up to commence fresh drilling at Sandover lead-silver project, NT

Saturn’s stars have aligned for the gold explorer’s Apollo Project

Leo Lithium announces major divestment of flagship Goulamina project to Ganfeng

KGL sniffs 19% Cu from drilling at Rockface play in NT

Has uranium run out of steam? An update on nuclear markets & developments ahead in FY25

The Big Deal: Free-to-air TV swings the axe, but will it be enough as enormous sports deal bills loom?

Fast-track assaying yields 182 g/t gold for iTech at new NT play

Red Hill Minerals Signs $6.5 Million Agreement with Peel Mining to Explore Curnamona Project, NSW

Week 27 Wrap: "Election year" is here as UK Labour win contrasts France; Trump wins immunity & annual report season hushes ASX

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