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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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.

June 9, 2025

The Great Repricing: Why the Market Still Doesn’t Get the Fed’s New Playbook

Macro strategist Jim Bianco warns that the era of easy money is over, and most investors haven’t caught on. In this timely episode, he explains why inflation may remain elevated, why bond yields could surge, and why the Fed pivot fantasy is setting portfolios up for a brutal reckoning.

May 26, 2025

Was Bitcoin a Trap? Mark Yusko’s Chilling Theory on the Digital Dollar Endgame

Was Bitcoin really created by a mysterious genius… or by a shadowy intelligence agency? In this gripping deep-dive, Mark Yusko unpacks a theory that challenges everything we think we know about the world’s most valuable digital asset—and why it may already be too powerful to stop.

May 23, 2025

Canadian Clean Tech Startups Leading the Global Energy Transition

This article highlights leading Canadian clean tech startups and their groundbreaking innovations in areas like carbon solutions, energy storage, and sustainable materials. It examines the supportive ecosystem and challenges, showcasing Canada's vital role and future potential in the global energy transition.

May 22, 2025

Loud Budgeting Canada: Financial Transparency Trend 2025

Canada is on the cusp of a significant financial transparency evolution in 2025, driven by both the personal 'Loud Budgeting' trend and major regulatory reforms. This article explores these converging forces, their implications for individuals and businesses, and the future of financial openness in the nation.

May 22, 2025

Strategic Guide: Leading Copper Exploration Companies

This guide offers a strategic analysis of leading copper exploration companies, examining their diverse approaches, technological innovations, and market positioning. Discover key players, project developments, and the financial drivers shaping the future of copper supply.

May 28, 2025

Smart Mortgage Strategies: Canadian Homeowners & 2025 Rate Cuts

This article provides Canadian homeowners with actionable strategies to navigate the 2025 interest rate cuts. Understand how these changes impact your mortgage, whether fixed or variable, and make informed decisions for renewals, new purchases, or refinancing in an evolving economic climate.

May 22, 2025

Institutional Bitcoin Investment: 2025 Sentiment, Trends, and Market Impact

Delve into the 2025 institutional Bitcoin landscape, examining dominant buying behaviors, the transformative role of Spot ETFs, and growing sovereign interest. This analysis uncovers the deep-seated conviction driving institutional adoption and its profound market implications.

May 22, 2025

Quantum Computing 2025: Milestones, Hype & Investment Realities

This article dissects the 2025 quantum computing landscape, analyzing key technological milestones, investment trends, and the crucial gap between ambitious roadmaps and commercial reality. It offers insights for businesses and investors navigating this transformative technology's evolution.

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