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In-depth analyses of the latest market movements and emerging trends that are shaping the future of investments.

Jared Dillian Warns The Old Portfolio Is Breaking
Jared Dillian believes the next decade may look more like the 1970s than the 2010s, with commodities, gold, energy, and international markets potentially outperforming traditional U.S. stock and bond portfolios. He argues that stocks are underpricing recession risk, the dollar remains overvalued, and investors may need broader diversification as the old 60/40 playbook comes under pressure.

How Serious Investors Read Drill Results
A good drill hole can move a stock, but it does not automatically make a deposit. This article breaks down how serious junior mining investors should read drill results, from grade and width to continuity, structure, dilution and whether a company is actually proving a system.

Canada’s Choice: Build Again, or Manage Decline
Mark Carney has a majority and no more excuses. Canada’s economy is flashing warning signs, from collapsing small business confidence to capital flight, record food bank use, and a generation losing faith in the future.

General Petraeus Warns: Iran Is the Crisis, But Ukraine Is the Future of War
General David Petraeus warns that the Iran crisis is not contained as oil surges back above $106 and the Strait of Hormuz remains closed. But the deeper threat may be what Ukraine is revealing now: drones, autonomous warfare, and a new era of geopolitical risk investors can no longer ignore.

Has Gold Failed Its Geopolitical Test Or Did the Dollar Just Win the First Round?
Gold did not fail when war broke out. The dollar simply won the first wave of panic buying. In this piece, John Rubino explains why money still rushes into the U.S. financial system during early fear, why that does not weaken the long-term case for gold, and how central bank buying, supply constraints, and prolonged conflict could still drive precious metals higher.
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