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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 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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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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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.

Sep 23, 2026• 6 min read
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