FIND THE SIGNAL. DITCH THE NOISE.

A sober look at the structural forces reshaping markets, from scarcity and geopolitics to capital discipline, and why patience and judgment will define the next chapter.

Silver is in the middle of its “third act” bull market, echoing the explosive runs of the 1970s and 2000s but with a new twist: structural supply deficits and soaring industrial demand from solar, EVs and the digital power grid. Combined with record sovereign debt, negative real yields, and growing distrust in fiat, the current silver bull market may be far from finished, even if volatility remains brutal.

Markets may be entering a decade defined by energy, not technology. This article breaks down how oil, geopolitics, and a shifting monetary order are creating a new landscape for investors, with insight from strategist Simon Hunt.

China still dominates the rare earths that power EVs, wind turbines, smartphones and modern weapons, leaving North America dangerously exposed. This article breaks down how dependent the U.S. and Canada are on Chinese REEs today, what Washington and Ottawa are actually doing about it, and where the biggest opportunities lie for investors as a new mine-to-magnet supply chain is built on our own turf.

Japan, the original architect of zero rates and QE, is suddenly being forced to live in a world of real interest costs, and its ¥1,300+ trillion debt pile is creaking as the 10-year JGB approaches 2%. This post explores how a spike in Japanese bond yields could morph from a “local” issue into a global shock, triggering carry-trade unwinds, repatriation flows, and a painful repricing of North American equities.