Newsletter
Gold Reclaims $5,000 Level as Dip-Buyers Shake Off Volatility
The obituary for the gold bull market appears to have been written prematurely. After a week that left even seasoned traders reaching for the antacids, the yellow metal has dusted itself off and clawed its way back above the psychologically massive $5,000 …
Clive Thompson Reports Major Swiss Inventory Failure
Switzerland is where the world’s money goes to hibernate. It is the fortress of finance, the land of unnumbered accounts, and home to the most sophisticated refining capacity on Earth. But if you walked into one of the largest bullion dealers in Zurich this …
Will Military Metals’ New Drill Results Fuel the US Strategic Mineral Vault?
Forget the usual sluggish pace of mineral exploration; the race for critical minerals has officially entered the "sprint" phase. As of early February 2026, the intersection of high-stakes diplomacy and high-grade geology has never been more visible. While the …
MicroStrategy Faces $2.7 Billion Bitcoin Paper Losses on Michael Saylor's Birthday
Michael Saylor’s 61st birthday began with a mathematical cold shower this morning, as the relentless gravity of the crypto market finally pulled MicroStrategy’s massive Bitcoin treasury into the red. For the first time in this market cycle, the …
Golden Parachutes: Investors Bail Back In
If you blinked at the end of last week, you might have thought the great precious metals super-cycle had finally run out of steam. If you blinked again this morning, you likely missed the fire sale of the decade. After a historic rout that left speculative …
Why Robert Friedland Says the S&P’s 1% Mining Weight is a National Risk
The most alarming statistic uttered in Washington this week wasn’t about the deficit, inflation, or polling data. It was a simple, stark percentage dropped by mining magnate Robert Friedland while sitting across from President Donald Trump: one percent.
Trump Launches $12 Billion Project Vault to Secure U.S. Supply Chains
The blueprint for America’s industrial future is being redrawn, and it looks a lot like a high-tech fortress. President Donald Trump has officially unveiled Project Vault, a $12 billion strategic mineral stockpile designed to serve as a massive shock absorber …
The Real Reason Gold Crashed, And Why the Bottom Isn't In Yet
Forget the slow-motion market corrections of the past. On January 30, 2026, the gold market didn't just stumble; it fell off a cliff, plummeting 11% in a single session to erase nearly $15 trillion in value. While the headlines are quick to blame a change in …
Operation Mineral Independence: Retired Officers Lead the Charge for Critical Minerals
Forget the traditional prospecting tools of the trade. In the modern mining industry, a geological map and a rugged pair of boots are no longer enough to strike gold, or, more accurately, to strike tungsten, lithium, and rare earths. Today, the most valuable …
Resource Wars 2026: Copper Joins Gold and Silver in Record Surge
Forget the glittering allure of gold bars or the speculative frenzy of silver coins for a moment. The most electrifying action in the commodities pit right now is happening with the humble wiring inside your walls. Copper, the industrial workhorse turned …