PinnacleDigest

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.

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 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 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.

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.

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.

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.

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.

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.

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.

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.

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.