Mario Nawfal sat Martin Armstrong down as Saudi output printed about 6.24 million barrels a day the lowest since 1990 in that report and as the East-West pipeline, the line built to dodge Hormuz, took drones. Armstrong's point was not a neat oil target. It was distillates. Diesel at $6. Jet fuel that keeps aircraft on the ground. Boats that do not leave the dock. ...Read More
Alex Jones spent Sunday in a truck warning that Monday could crack the equity bubble. He stacked bad AI headlines on a closed Saudi pipeline and Houthi control of Yemen's Red Sea coast. Treat that as a weather report, not a prophecy. If the tape does gap, mining stocks will trade like stocks. That is when a stink bid is a tool for people who already wanted the name, and can stand not getting filled. ...Read More
Canada is hosting a closed-door pitch this week for what organizers frame as a trillion dollars of opportunity. A leaked 66-page book, in Gold Larch Investing's telling, lists 167 projects. Sixty-three sit in mining and metals. That is the headline miners wanted. It is not a wire. ...Read More
Tom Sosnoff told a young founder to take as much risk as he can. Then he spent an hour explaining that the risk has to be a probability, not a mood. Resource investors hear the first sentence all week. They need the second. ...Read More
Peter Schiff sat with David Lin and said there is no stopping this train. Higher Japanese rates. A weaker dollar. A bond market that can gap. Gold from $5,600 toward $4,300 is, in his book, a sale. The missing sentence is the one he has always resisted: every fiat can decay, and the dollar can still be the least ugly house on the street. ...Read More
Robert Friedland opened SmarterMarkets' 300th episode with a warning, not a price target. Eight billion people need metal. There is no path around a mine. Copper just printed a record on the LME. He still called that the foothills. ...Read More
Tom Sosnoff did not learn markets from a textbook. He learned them in a pit at 6 a.m., taking losses that made partners weep. He now sits across from candidates. He does not care where you studied. He cares that you can show five things. ...Read More
Payrolls lit the match. Hormuz and Bab el-Mandeb poured the fuel. Kevin Warsh's "don't embarrass yourself" hike talk met $6 diesel. Metals did not get to keep both stories. ...Read More
Alex Jones put a car-camera "red alert" on the tape. The facts underneath are colder. Iran-backed Houthis took Perim Island. Saudi Arabia shut the pipeline that was supposed to dodge Hormuz. Energy is no longer a one-strait story. ...Read More
Tom Sosnoff built firms on one idea: volatility is the expected move. Junior resources are one of the wildest tapes on earth. Treat them like a 50/50 coin and the tape will take the account. ...Read More
Tom Sosnoff has traded for 45 years. His warning is not "beat the S&P." It is this: learn what a loss feels like before the loss can take the house. Junior mining is the same classroom with worse liquidity. ...Read More
Harry Dent told Mining.com's Top of Mind that $1,600 to $5,600 in three years is the fastest bubble on record. He has been early on that funeral since the last decade. A forecast can be clean and still be wrong. ...Read More
Triple the usual buyback is not charity. E.B. Tucker hears a plan to pin the long end while stablecoins vacuum T-bills. Daniela Cambone still hears gold. Both can be on the same desk. ...Read More
David Finch does not want a takeover orgy. He wants buybacks, paper deals that do not kill the dividend, and costs that still sit under a $4,000 ounce. The last cycle died the other way. ...Read More
Victor Davis Hansen's warning to Mark Carney is simple. Do not get on the wrong side of the American public. Cheap booing travels. A $50 billion goods surplus does not buy a navy. ...Read More
A $110 barrel is a November problem in Washington. A break in USD/JPY is a funding problem in New York, Frankfurt, and every shop that rented the yen. Those are not the same trade. ...Read More
Rick Rule will not publish an $8,900 target. He will say the Fed can still make gold soft. He will also say the Treasury has no long-term choice but to print. Those are two clocks. ...Read More
Greg Orrell has run gold shares for 28 years. His tell is simple. Mutual-fund money has not shown up. Until it does, the bull market still has room. That is a process, not a ticket. ...Read More
Canadian banks live on an unspoken dollar line. A fine in New York already showed what happens when Washington writes the rulebook. A swap-line scare would be worse than a tariff tweet. ...Read More
The metal is in the mid-$4,000s. The Fed meets next week. Shares are not the ounce. Read the cost sheet before you read the ticker. ...Read More