Newsletter
EU Suspends US Trade Deal as Greenland Dispute Escalates
It turns out you cannot buy the world’s largest island by threatening your allies with a trade war. As of this morning, the "Turnberry Deal", the fragile transatlantic trade truce struck just last July, is officially on ice. The European Parliament has …
Poland Approves Plan to Buy 150 Tons of Gold, Targeting Global Top 10
For years, the "Gold Club" has been a VIP lounge reserved for the world’s financial old guard, legacies of empire, trade dominance, and banking neutrality. But as of this week, there is a new bouncer at the door, and he speaks Polish.
JPMorgan Reshuffles Oil Sands Bets: Upgrades Suncor, Downgrades Cenovus
Wall Street has officially flipped the script on the Canadian oil patch. If you were riding the wave of broad Canadian outperformance in 2025, JPMorgan analyst Arun Jayaram has a sobering message for your portfolio: the easy money has been made, and it is time …
What Does a $12.45 Million War Chest Mean for Kalo Gold’s Fiji Ambitions?
Fiji might be famous for its pristine beaches and premium bottled water, but for Vancouver-based Kalo Gold Corp. (TSXV: KALO), the real treasure lies buried beneath the volcanic soil of the North Island. The company has officially replenished its treasury, …
Citigroup Forecasts $5,000 Gold Amid Greenland Dispute
Real estate negotiations rarely threaten to upend the global economy, but then again, few property disputes involve the attempted annexation of the world’s largest island. Gold and silver prices shattered historical ceilings on Monday, driven by a chaotic …
Carney at the Pump: Filling the Red Dragon’s Empty Tank
For a leader who spent much of his career warning about the "stranded assets" of the fossil fuel age, Prime Minister Mark Carney has found himself in a deliciously ironic position: the savior of China’s heavy crude supply chain. It turns out that when the …
The Golden Bridge: Uniting Shanghai and Hong Kong in a Bullion Pact
Forget the crypto-bros and their digital ledgers; the smartest money in the room is looking at something far heavier, far older, and suddenly, far more political. As the 19th Asian Financial Forum (AFF) prepares to open its doors next week in Hong Kong, the …
Rick Rule, Robert Kiyosaki, and the Race for Resources at VRIC 2026
If you have been waiting for a polite, quiet weekend in Vancouver, you might want to steer clear of the Convention Centre West this Sunday and Monday. For everyone else, specifically the 12,000 investors, speculators, and gold bugs descending on the city, the …
White House Delays Critical Mineral Tariffs for 180-Day Negotiation Window
If you were hoping the United States would finally slam the gavel on critical mineral imports this week, you might want to pour yourself another cup of coffee. President Donald Trump’s latest proclamation on supply chain security lands with the heavy thud of a …
Trump Pushes Emergency Auction to Curb AI Energy Costs
President Trump has a plan to keep your lights on while ChatGPT learns to write poetry, and it involves a heavy dose of “pay-to-play” for Silicon Valley. In a strategy session slated for today at the White House, the administration is set to unveil an …