PinnacleDigest
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.
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.
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.
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.
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.
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Canada’s Economic Future in the Balance: Spencer Fernando on the 2025 Election
Political commentator Spencer Fernando joins Pinnacle Digest to discuss how Canada’s 2025 federal election could reshape its economic future. From stalled pipelines to tax competitiveness and brain drain, this conversation highlights the critical decisions facing the nation at a moment of profound transition.
Crypto vs Banks: Can Bitcoin’s New Titans Challenge Fiat's Old Guard?
Binance and Coinbase may lead in crypto, but they’re still dwarfed by the size and scope of traditional banks. Yet Bitcoin’s growing integration into corporate and sovereign finance is changing the narrative fast. This blog explores the shifting balance of power between crypto-native firms and Wall Street’s legacy titans.
The Silent Collapse That Could Crush Property Values
Aaron Hoddinott explores how population collapse is set to reshape housing markets, challenge long-term asset values, and threaten the foundations of modern economies. If you own property, invest in real estate, or care about preserving wealth, this is a must-read.
Stablecoins and U.S. Treasuries: How Tether Became a Silent Giant in America’s Debt Market
Stablecoins are no longer just crypto sidekicks. With billions parked in U.S. Treasuries, they're becoming pivotal players in global finance—and potential shock absorbers for U.S. debt markets.
The AI Bubble Deflates: NASDAQ Down to 29 P/E Ratio
As NASDAQ valuations remain elevated on AI promises, global central banks quietly amass record holdings in American tech, while echoes of past bubbles linger ominously.
Canada's Mining Sector Is Fighting the Wrong War
Canada’s mining sector helped build this country — but today, it’s being smothered by bureaucracy and cultural gridlock. While the world scrambles for critical minerals, we’re stuck in a system that slows down the very people trying to supply them.
Grant Williams on Gold, War & What Comes Next
When U.S. Treasury sanctions froze Russia’s reserves, something snapped in global finance. Grant Williams explains why gold is rising, trust is collapsing, and the buy-the-dip era may be over.
Killing Canada’s Prosperity: The Productivity and Investment Crisis
Canada is falling behind — not from lack of resources, but from a systemic failure to reward productivity and innovation.
Gold Rally Reignites TSX Venture: Spurs Big Financings
Gold’s breakout has reignited investor interest in the TSX Venture, triggering large financings and renewed momentum across junior mining stocks. As majors generate record free cash flow, a new wave of M&A may be about to begin.
Franco-Nevada: The Greatest Royalty Company in History?
Franco-Nevada rewrote the rules of mining by never swinging a pickaxe. This is the story of how a quiet royalty company became one of the greatest wealth-building machines in resource history.
Has the NASDAQ Peaked?
The NASDAQ soared past 20,000 earlier this year, fueled by AI mania and tech euphoria — but history warns that every peak comes at a price. This is the gripping story of how the NASDAQ builds and breaks fortunes in cycles of boom, bust, and rebirth.
When The Lights Go Out For Canada
Canada’s energy sector is under fire at home—just as global demand surges. Discover why overregulation is jeopardizing our energy future and security.
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