Newsletter
TD’s Daniel Ghali Says Global Markets Are Shifting Toward a Wartime Economy
The world’s economic landscape is shifting beneath our feet. At the center of it all is a silent scramble for the metals that power everything from missiles to microchips. Daniel Ghali, senior commodity strategist at TD Securities, isn’t mincing words. “Every …
Europe’s Airbus and U.S. Kratos Partner for German Drone Deployment
European aerospace titan Airbus has teamed up with U.S. innovator Kratos Defense and Security Solutions to deliver state-of-the-art combat drones to the German Air Force. Announced on July 16, 2025, this transatlantic partnership is all about equipping Germany …
Red Tape? More Like Shred Tape—Drones Are Go
On July 16, 2025, the White House and Department of Defense rolled out sweeping policy changes to supercharge American drone production, strip away decades-old red tape, and thrust U.S. drone capabilities into a dominant global position. The effort is …
The Zucker-Push and the Netflix Flex: Tech’s Power Duo
In a market grappling with inflation anxiety and uncertain Fed policy, it's easy to miss the real signals. But if you dig a little deeper beneath the surface-level volatility, two tech giants are quietly positioning themselves as the next big catalysts. …
EU Eyes Canada’s Mineral Riches to Secure Energy and Defense Future
In a move that could finally shake loose the inertia gripping Canada's critical minerals sector, Industry Minister Mélanie Joly has announced a transatlantic policy initiative that positions the European Union as a potential catalyst for Canadian development. …
Nvidia Regains Momentum with China Sales Approval
Nvidia’s stock has once again surged into record territory, soaring more than 4% in early trading Tuesday after news broke that the company plans to resume sales of its H20 GPUs in China. In a move that could reshape the global semiconductor landscape, Nvidia …
Saudi Arabia Unlocks Trillion-Dollar Mining Play for Canadian Firms
Saudi Arabia is laying out a bold proposition on the global stage and this time, it’s not oil. With mineral wealth pegged at a staggering $2.5 trillion, the Kingdom is courting Canadian mining companies to help unlock one of the world’s most underexplored but …
Apple Strikes Rare Earths Deal With MP Materials Backed by Pentagon
In a move that signals a seismic shift in the global rare earths supply chain, Apple Inc. has secured a $500 million deal with MP Materials Corp., the only active rare earths miner in the United States. The agreement not only ensures Apple a steady stream of …
The Dean of Discipline: How One Investor Sees Through the Noise
In a year already marked by geopolitical tension, monetary uncertainty, and persistent macro noise, Greg Dean of Langdon Partners is tuning out the chaos and leaning into what he does best: uncovering overlooked value in global small caps. As founder and lead …
Bullish on Bullion: Silver Surges Toward Record Territory
Silver just made headlines again, breaking through $39 an ounce and touching levels not seen since 2011. A 1.9% spike early Monday has extended a dramatic multi-week rally that now puts silver up more than 35% year to date, even outperforming gold, which has …