PinnacleDigest

Global Insights From The World of Venture Capital
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.

Thursday, November 27, 2025

Going Cold Turkey: Why North America Needs Its Own Rare Earth Supply

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.

Monday, November 24, 2025

The Japanese Bond Time Bomb: How a JGB Shock Could Hit North American Stocks

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.

Wednesday, November 5, 2025

Budget 2025: Canada Bets Big on Mining, Productivity, and National Strength

Budget 2025 marks Canada’s boldest resource strategy in decades. With billions in new funding for critical minerals, infrastructure, and productivity, Ottawa is betting on mining and industrial investment to drive long-term growth. Expanded tax credits, a sovereign fund for critical minerals, and the removal of key regulatory barriers signal a decisive pivot toward real assets, national competitiveness, and economic resilience.

Wednesday, November 5, 2025

The Longest Shutdown Meets All Time Highs: What History Says, What Is Different Now

Global markets have surged to record highs even as Washington endures the longest shutdown in U.S. history. Past standoffs caused little market damage, but this one comes amid record debt and trillion-dollar deficits. Gold is suggesting investors are quietly hedging against the illusion of stability.

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July 16, 2025

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.

July 31, 2025

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.

July 13, 2025

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.

July 7, 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.

July 7, 2025

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.

July 13, 2025

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.

July 13, 2025

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.

July 13, 2025

The Energy Squeeze: How AI Is Threatening Global Metal Supply Chains

As AI and data centers compete for cheap power, aluminum and copper smelters in North America and Europe face soaring costs and uncertain futures. Industry leaders warn that smelter closures will tighten metal supply chains and increase dependence on foreign producers, undermining the West’s green transition and industrial security. Without urgent policy shifts and massive renewable buildouts, the clash between digital growth and critical materials production could reshape global trade and threaten thousands of industrial jobs.

June 22, 2025

Volatility Is the Price of Admission

When veteran investor Mark Yusko told me Bitcoin isn’t a trade—it’s an allocation—I paid attention. In this post, I break down our conversation on why Bitcoin may be the most mispriced asset in global markets today.

June 20, 2025

The AI Jobs Revolution: What Jim Bianco Says Everyone's Getting Wrong

Jim Bianco breaks down why the AI revolution isn’t just about job losses, but about unlocking new productivity and unleashing a wave of decentralized innovation. From the future of self-driving cars to inflation’s role in AI’s economic impact, this episode dives deep into the trends investors and technologists need to watch now.

June 25, 2025

Nomi Prins on Gold, Stagflation, and the Coming Global Realignment

Nomi Prins unpacks the dangerous new alliance forming between the public and private sectors—one that could redefine markets, control capital, and permanently distort price signals. This conversation dives deep into the post-pandemic economy, asset bubbles, de-dollarization, and the elite's monetary endgame.

June 20, 2025

Why A.I. Is The Most Hopeful Story in a Generation

Despite fears of job losses, AI may unlock a wave of reinvention—creating new industries, evolving careers, and offering investors a rare source of long-term optimism in a high-rate world.

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