PinnacleDigest


When the Tide Turns: Japan’s Reversal, the Debt Spiral, and What it Means for Gold
Japan may be on the verge of reversing the last few years of monetary discipline. With Prime Minister-elect Sanae Takaichi preparing to end tightening, restart QE, and expand fiscal spending, the world’s most indebted nation could reignite its debt spiral - sending ripples through bond markets, currencies, and gold.

The Strong Dollar, Strong Gold Paradox: When Momentum Breaks the Rules
This article breaks down the unprecedented divergence between gold’s record momentum and a strong U.S. dollar, revealing how market psychology, debt, and central-bank behavior are rewriting the rules of global finance.

Chasing the Unprintable: Why Cardboard Beats Currencies
This article explores the rise of sports card collecting - from multimillion-dollar Mantles and Wagners to the steady climb of 1990s Jordan commemoratives - set against the backdrop of a declining U.S. dollar. While fiat currencies are endlessly reproduced, scarce assets from cards to classic cars and gold prove their power to preserve wealth. In a world of infinite printing, only the finite survives.

The Death of the 60/40? Why Wall Street Is Quietly Turning to Gold
The 60/40 portfolio thrived for 40 years, but its assumptions — low inflation, falling rates, reliable bond hedges — are gone. Morgan Stanley’s new 60/20/20 framework signals a seismic shift: stocks for growth, short Treasuries for stability, and gold as the hedge of last resort. Investors must now ask if this marks the end of an era, and the beginning of a golden one.

America’s Digital Dollar - Without the Fed: How Stablecoins Won Round One
How regulated stablecoins became America’s digital-dollar strategy - what changed in law, how reserves create a new bid for T-bills, and why 24/7 rails matter for markets. We map the upside and the risks (runs, issuer concentration) and the tells to watch next: federal charters, monthly reserve reports, and interop across chains.
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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.

The Hidden Driver: Why Every Investor Must Watch Geopolitical Risk
Geopolitical risk is no longer a background concern, it’s a central force reshaping global markets. This article unpacks how political instability, trade wars, and regional conflicts are influencing capital flows, supply chains, and investment strategies in real time.

Global Battle Ignites for Cobalt and Sound Money
From cobalt’s chokehold on the EV supply chain to the unstoppable rise of structural inflation, this article unpacks the hidden forces reshaping global markets—and why investors are turning to gold, Bitcoin, and hard assets for protection.

Rare Earths, Rare Power: The Global Race for the World’s Most Strategic Resource
The global race for rare earths is intensifying. China, long the dominant supplier, has reopened the export taps — but geopolitical pressure, smuggling, and insurgent-backed mining in Myanmar are complicating the picture. With rare earths vital to everything from EVs to defense systems, Western governments and corporations are scrambling to secure independent supply chains. From Apple’s $500M deal with MP Materials to China’s covert stockpiling, this is no longer just about trade — it’s about global leverage.

Wall Street’s Silent Bet: What a Record Surge in Debt Securities Reveals
Wall Street just made its boldest move since 2008. Broker/dealers have loaded up on debt securities and repos at a historic pace—signaling they’re bracing for a major market correction.

Silver’s Second Shot: Will the Ancient Metal Finally Break Its 1980 $50 High?
Silver is surging toward $38 an ounce, but still hasn’t broken its 1980 high of $50. From ancient currency to clean energy metal, we explore silver’s historic role, industrial comeback, and what may lie ahead.

Why Marc Faber Thinks the U.S. Could Default Under Trump
Marc Faber warns that a second Trump presidency could trigger the first U.S. default in history, as rising debt, protectionism, and a weakening dollar converge.

The Calm Before the Gold Storm: Why the Juniors Haven’t Run—Yet
Junior gold stocks have underperformed despite rising gold prices and strong free cash flows from majors. In this interview, macro strategist Nomi Prins explains why that could change in the second half of 2025.

The Last Domino: Why the Gold Juniors Could Explode as Debt and Rates Collide
As the U.S. fiscal machine creaks under the weight of $37 trillion in debt, the Fed is inching toward its next pivot—and gold is responding. This post explores why macro strategist Nomi Prins believes junior gold miners could be the breakout trade of the next cycle.

The AI Paradox: Why Jim Bianco Says Automation Could Spark Inflation, Not Kill It
Jim Bianco believes AI won’t just eliminate jobs - it will birth entire industries and new inflationary demand. This post unpacks his contrarian take on self-driving cars, decentralized AI, and what investors must understand about the next phase of innovation.

Trapped by Debt: Diego Parrilla on Structural Inflation and the Next Financial Shock
In this gripping conversation, macro strategist Diego Parrilla reveals why structural inflation, yield curve control, and relentless money printing have trapped global markets in a stagflationary spiral. With bonds no longer offering protection and central banks addicted to intervention, investors are being forced into risk - whether they realize it or not.

The Cobalt Conundrum: A Supply Shock that Could Reshape the Battery Economy
This article explores the ripple effects of Congo’s extended cobalt export ban and why it could reshape global supply chains for years to come. With demand accelerating and policy-driven volatility rising, Western governments and companies are now racing to secure ethical, domestic cobalt sources. Featuring expert insights from CMOC and Open Mineral, and a spotlight on U.S. and Canadian production efforts, we reveal how this critical mineral is becoming a new geopolitical fault line in the battery-powered future.
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