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1212 articles

Equedia

Articles by Equedia

Where the Stablecoin Dollar Goes
Sep 24, 2026• 7 min read

Where the Stablecoin Dollar Goes

We overstated the Treasury bill trade behind stablecoins. The missing question is where each dollar came from and where the proceeds settle.

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The Crude Build Hides a Fuel Squeeze
Sep 24, 2026• 7 min read

The Crude Build Hides a Fuel Squeeze

Crude stocks rose as gasoline and distillate stocks fell. The EIA's refinery data show which oil stocks to watch before September 30.

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Barrick's AI Test Starts in Nevada
Sep 23, 2026• 6 min read

Barrick's AI Test Starts in Nevada

Avathon is already running at Nevada Gold Mines. A reported sales range gives Barrick owners a sharper question before the North American IPO.

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Who Owns America's Oil
Sep 23, 2026• 7 min read

Who Owns America's Oil

The EIA's new ownership map reveals where listed energy stocks give you access, where private rivals dominate, and why the basin changes the bet.

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China Came Back for the Copper
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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A Million Dollars a Day
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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The Perfect Alibi
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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The Three Percent Beijing Is Buying
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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The Count Just Got Bigger. Again.
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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Agnico Just Said No to Barrick
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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The Gold Is Leaving New York
Sep 14, 2026• 11 min read

The Gold Is Leaving New York

The Dutch shifted gold reserves from New York and Ottawa to London without reducing their holdings. For investors, the question goes beyond how much gold you own: can you access it in a crisis?

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The Last Time Wealth Peaked Like This
Sep 14, 2026• 10 min read

The Last Time Wealth Peaked Like This

U.S. household wealth has reached $195.9 trillion, surpassing its 2022 peak relative to income. What could higher rates mean for stocks, bonds and your portfolio?

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