PinnacleDigest

Global Insights From The World of Venture Capital
Tuesday, January 13, 2026

Copper’s Breaking Point: Why America’s Next Copper Mines Won’t Arrive in Time

Copper isn’t entering a normal late-stage bull market; it’s entering a mechanical breakdown, where the system that balances supply and demand is failing. When 2026 benchmark treatment and refining charges are set at $0, it signals something darker than “tight inventories”: concentrate scarcity, smelter dysfunction, and a supply chain that can’t respond to price. In this piece, we break down why copper deficits are turning structural, and why America’s list of “real” copper mines coming online is shockingly short.

Tuesday, January 6, 2026

The Oil Mirage: Why Venezuela Won’t Flood the Market

Venezuela’s oil revival is widely misunderstood. This article explains why political change won’t quickly unleash cheap crude, and why Canada’s heavy oil assets remain strategically vital in a fragmented global energy market.

Thursday, December 18, 2025

A Year-End Market Outlook: From Abundance to Scarcity

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.

Tuesday, December 9, 2025

Silver’s Third Act: Is This Bull Market Only Halfway Up the Mountain?

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.

Friday, November 28, 2025

The Next Decade in Markets Will Be Decided by a Barrel of Oil

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.

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September 8, 2025

Whispers in the Vault: Why Gold Stocks Remain the Market’s Forgotten Giants

Global gold demand hit US $132 billion in Q2 2025, while mine supply barely grew and production costs soared. Despite this imbalance, gold equities remain under-owned and undervalued - an echo of past cycles where miners eventually outpaced bullion. Whispers in the Vault explores why scarcity may become miners’ greatest hidden asset.

September 8, 2025

Is Bitcoin Really “Digital Gold”?

Every empire believed it would last forever...none did. Today, with soaring fiscal deficits, mass migration, and AI disruption shaking global foundations, investors are searching for new anchors.

August 27, 2025

Could European Banks Be at the Epicenter of the Next Financial Crisis?

Europe’s largest banks may look well-capitalized on paper, but hidden risks, from complex assets to shadow finance, leave the system exposed. A shock in London, Madrid, Paris, or Milan could quickly ripple across North America, reshaping markets and currencies.

August 27, 2025

Lessons from Post-War Financial Repression — And How to Ride Through It

This article explores the lessons of post-WWII financial repression, the winners and losers it created, and how investors today can prepare for a decade of negative real rates, shifting capital flows, and the rise of real assets.

August 13, 2025

The West Rises: How North America and Australia Sparked the Silver Revival

Fueled by innovative miners, strategic acquisitions, and booming industrial demand, Western silver output soared last year, led by Canada’s 33% jump. Meanwhile, Chile’s 17% drop exposed the vulnerabilities of a sector under pressure from climate challenges and costly project delays.

August 11, 2025

Lithium Isn’t Dead - it’s More Alive Than Ever

With CATL’s mine closure tightening global supply, lithium’s long-term demand story is back in focus. North America’s rising production could shape the industry’s next boom cycle.

August 11, 2025

Golden Alchemy: Switzerland’s Refining Legacy & the Tariff Shock

This article explores Switzerland’s dominance in gold refining, the sudden U.S. tariff shock, and how BRICS nations and alternative hubs could reshape the future of the global gold trade.

August 11, 2025

The Greatest Illusion in Finance: How Banks Create Money from Nothing

This article unpacks the hidden mechanics of modern banking, revealing how commercial banks create money out of nothing through credit issuance. It traces the evolution from fractional reserve theory to the revolutionary credit creation theory, exposing how credit expansion—not savings—drives asset booms, inflation, and systemic risk.

August 5, 2025

Copper’s Tariff Shock: What the Market Plunge Really Means for Investors

Let's unpack the historic plunge, the policy twist behind it, and why copper remains one of the most strategic and contested resources for the decades ahead.

July 31, 2025

Titanium: The Strategic Metal That Powers Empires

With production concentrated in a handful of countries and demand rising from aerospace to EVs, titanium’s role as a critical mineral has never been more vital. For investors, the story is clear: titanium isn’t just an industrial metal, it’s a pillar of future security and innovation.

July 31, 2025

Nvidia’s $4 Trillion Moment: A Masterclass in Wealth Creation

By dominating the AI hardware market and evolving into a full-stack platform, Nvidia has created over a million percent returns for long-term investors. Its journey offers key lessons for small-cap speculators and raises important questions about what’s next for the world’s most valuable company.

July 31, 2025

The GENIUS Act: How a Quiet Law Could Spark a Financial Revolution

By legalizing tokenized securities, integrating stablecoins into the banking system, and introducing tax-deferred crypto accounts, the GENIUS Act lays the foundation for a modernized financial ecosystem, one that could transform how capital flows, how assets are held, and how investors build wealth.

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