Good Reads
The Long Arc of Money
Amid the widening chasm between escalating U.S. national debt and the global role of the dollar, President Donald Trump’s policy instincts reflect a paradox: the very dominance of the U.S. dollar he presides over has become part of the challenge he seeks to solve. Read on »
Rare earth stocks surge on report
Rare earth and critical minerals stocks are soaring as Bloomberg reports that President Donald Trump will soon launch a $12 billion initiative to stockpile critical minerals. Think the Strategic Petroleum Reserve, but for the likes of gallium, cobalt, and lanthanum. Read on »
JP Morgan expects gold prices to reach $6,300/oz by end of 2026
J.P. Morgan expects gold prices to reach $6,300 per ounce by the end of 2026, as demand from central banks and investors continues, it said in a note on Monday. The brokerage now forecasts central-bank gold purchases at 800 tons in 2026, citing an ongoing, unexhausted trend of reserve diversification. Read on »
Community News
China is on a ‘strong currency’ mission to make the yuan a global reserve: Xi Link>>
Kevin Warsh’s nomination as Fed chair to spark rethink of bank’s role Link>>
Is the IEA Quietly Turning Bullish? Link>>
Smoking Gun: JP Morgan and the CME Silver Heist Link>>
Oil prices fall nearly 5% on U.S.-Iran de-escalation Link>>
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