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Barrick Gets Fifteen More Years

Tanzania renewed North Mara's licences for 15 years. Barrick's output guide shows what that longer permission has yet to deliver.

Oct 5, 2026 · 6 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.

Sep 24, 2026 · 7 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.

Sep 23, 2026 · 6 min read

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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.

Sep 20, 2026 · 10 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?

Sep 20, 2026 · 21 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.

Sep 17, 2026 · 4 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?

Sep 16, 2026 · 10 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?

Sep 14, 2026 · 11 min read

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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.

Sep 23, 2026 · 7 min read

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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?

Sep 14, 2026 · 10 min read

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Barrick Gets Fifteen More Years

Tanzania renewed North Mara's licences for 15 years. Barrick's output guide shows what that longer permission has yet to deliver.

Oct 5, 2026 · 6 min read

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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.

Sep 24, 2026 · 7 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?

Sep 14, 2026 · 10 min read

German Investment in the US Collapses as Tariff Risk Bites

German companies cut direct investment in the United States to €4.3 billion in the first half of 2026. The headline points to a sharp retreat, but the underlying data reveal a more precise story: established operations remain committed while new capital waits for stable trade rules.

Aug 19, 2026 · 6 min read