Sep 20, 2026• 9 min read
China Came Back for the Copper
China is paying its highest copper import premium in nearly four years. With US stockpiles barely moving and Chile's output forecast to fall, the pressure is on available supply.
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Latest Articles
Sep 20, 2026• 10 min read
A Million Dollars a Day
Gulf-to-China tanker rates have topped $1 million a day. The cost of crossing Hormuz reveals what crude prices miss, and what investors in tanker stocks stand to gain or lose.
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Sep 20, 2026• 21 min read
The Perfect Alibi
Three secret AI societies, a $40 trillion debt, and a new set of money rails with a launch date. They are preparing for a crisis: are you?
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Sep 18, 2026• 10 min read
The Three Percent Beijing Is Buying
State-owned China Rare Earth Group wants Shenghe Resources, which owns 3% of MP Materials. The Pentagon owns 15%. Who has a problem now?
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Sep 17, 2026• 4 min read
The Count Just Got Bigger. Again.
NevGold's newest assays hit oxide gold at roughly three times the grade of its maiden resource, both outside the pit shell and inside blocks that were counted as waste.
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Sep 16, 2026• 10 min read
Agnico Just Said No to Barrick
Agnico Eagle has ruled out buying into Barrick's North American gold IPO. Its reason is strategy, not price. What does that mean for Barrick shareholders?
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Gold Mining4 years hold
Newmarket Gold: From Obscurity to Billions
We introduced readers to a powerhouse group of individuals who pulled off one of the most audacious deals in modern mining. In under a year, they transformed that $25 million acquisition into a deal that saw the assets sold for over $1 billion. In just three years, a $10,000 investment could have grown to $355,800.
Entry
C$0.82
→
Exit
C$30.00
Return
+3,558%
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+3,558%
Entry
C$0.82
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Exit
C$30.00
Gold MiningOngoing hold
K92 Mining: How Big Can It Get?
We introduced readers to a gold producer with massive growth potential and major strategic upside. Leadership rebooted a long-idle high-grade mine in Papua New Guinea that had been overlooked by majors, and positioned it to scale into a Tier-1 mid-tier producer. With ongoing expansions and exploration targets that could significantly increase production and resources, early investors stood to benefit from both operational milestones and deep exploration upside. Since introduction, the stock has delivered more than a 23X return.
Entry
C$1.27
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Exit
C$28.90
Return
+2,175%
*As of Jan 28, 2026
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+2,175%
Entry
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Exit
C$28.90
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