Mania and Depression. Peaks and Valleys.
• Doug Casey's Crisis Investing - John Hunt, MDThe Lassonde Curve and the Junior Mining Lifecycle
Contents Pages by Subject
Precious Metals
The metal kept moving east while the sellers ran, and Ronnie called the flush a week early
• By Sound Money ReportNugget 55, 31 October 2026. Gold under 3,900, silver under 50, and the metal that kept moving east.
A copper squeeze?
• Charles-Henry Monchau, CFA, CMT, CAIACopper is "sold out everywhere."
The Next Metals Boom Belongs to Physical Owners
• https://www.zerohedge.com, by Tyler DurdenWhy Tokenization Is (Very) Bullish for Physical
The Precious Metals Crisis That Could Trigger A Global Financial Reckoning
• https://www.zerohedge.com, by Milan AdamsIt ended, apparently, in the spring.
Diamonds are forever… but De Beers' empire is CRUMBLING thanks to China's synthetic gems…
• https://revolver.newsImagine spending more than a century convincing the entire world that a shiny little rock is worth thousands of dollars, only to have China trot in and figure out how to make the exact same thing in a factory for a fraction of the price.
African Man's New Invention Could Replace Copper Forever - China Is Worried
• Voxelon - YouTubeFor 150 years, one metal has quietly run the modern world: copper. It's in your walls, in every EV motor, and packed into every AI data center on Earth. Only silver conducts better -- and silver is far too expensive to string across a continent. So
Copper futures surge to their highest level on record, now up another +22% this year
• LinkedinThis puts copper prices up over +70% since January 2025.
The Rare-Earth Arms Race--and How Investors Can Position
• https://internationalman.com, by Nick GiambrunoChina spent decades building a dominant position across rare-earth mining, processing, and manufacturing.
Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
• https://www.zerohedge.com, by Tyler DurdenOne day after veteran commodities strategist Jeff Currie told investors to "get long and buckle up" for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to "position for a commodit
The AI Boom Runs On Tungsten, But Global Supplies Are "Running On Empty"
• by Almonty Industries CEO Lewis BlackPlenty to delve into with this edition: a stockpile order nobody can fill, two factory shutdowns that should be on your radar and the awkward truth about how few tungsten projects will ever produce a single tonne. It's a busy one. In we go.
Diamonds have plunged to their lowest prices this century after crashing 70% from their...
• Charles-Henry Monchau, CFA, CMT, CAIADiamonds have plunged to their lowest prices this century after crashing 70% from their 2011 all-time high
Copper Squeeze Deepens In London As Futs Near Record; Barclays Flags Top Mining Picks
• https://www.zerohedge.com, by Tyler DurdenCopper prices in London have held above $14,000 a ton for nine consecutive sessions, with steep backwardation signaling that near-term demand is outstripping available supply.
Copper Imports Surge the Most in 12 Years in Tariff Front-Running Move
• https://mishtalk.com, By MishThe US copper stockpile is the biggest in history.
THE PRECIOUS METALS EXTINCTION EVENT: When the Last Door Closes for the Middle Class
• https://www.activistpost.com, Milan AdamsWe stand at the precipice of a monetary fracture unprecedented in modern history, and the signs are so glaring that only the ideologically blind refuse to acknowledge them.
The Coming Precious Metals Shock Could Reshape the Global Economy
• https://www.lewrockwell.com, By Milan AdamsThree years ago, the prevailing assumption across Wall Street, the City of London, and most government institutions was remarkably simple: inflation would normalize, supply chains would heal, interest rates would eventually decline, and precious meta
Iron Ore Below $100 As UBS Warns "Fundamentals Are Deteriorating"
• https://www.zerohedge.com, by Tyler DurdenIron ore futures in Singapore fell to their lowest intraday level in one year as deteriorating fundamentals continued to weigh on the market.
China exit rules tightened to guard rare earth, battery secrets
• https://asiatimes.com, by Jeff PaoThe rules also let Beijing bar citizens from leaving over security concerns and discourage tourism in 'high-risk' countries like Japan
Gold Miners Are Printing Money: Wall Street Is Finally Taking Notice
• https://www.activistpost.com, Graham SummersFor most of the last 30 years, gold miners were the worst-run businesses in the market.
Undermining the Market
• https://fee.org, Arman SidhuThe G7's critical minerals bloc.
Why War USED to do this to the metals prices, NOT ANYMORE!
• https://www.youtube.com, Local Silver MintWhy War USED to do this to the metals prices, NOT ANYMORE!
Jefferies: "Turns Out, We Weren't Bullish Enough On Copper"
• https://www.zerohedge.com, by Tyler Durden"Turns out, we weren't bullish enough on copper," Jefferies analyst Christopher LaFemina wrote in a note to clients, marking a notable shift from one of Wall Street's most seasoned metal voices.
HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts
• https://www.zerohedge.com, by Tyler DurdenCopper is inching closer to its mid-May all-time high of $14,153 a ton on the London Metal Exchange, trading around $13,832 on Tuesday morning, as Goldman raised its year-end price targets and HSBC warned...
Metals Explode Higher as Shorts Capitulate
• https://www.zerohedge.com, by Tyler DurdenPrecious Metals Market Recap
Higher in Steps: UBS Sees Copper Marching Toward $15,500
• https://www.zerohedge.com, by VBLHigher in Steps: UBS Sees Copper Marching Toward $15,500
The Dirty Truth About Rare Earth Minerals | Tom Albanese #484 | The Way I Heard It
• https://www.youtube.com, Mike RoweMost people don't spend much time thinking about copper. Or cobalt. Or manganese.
Two Weeks of Supply Left: Why the 'Copper Crunch' is Worse Than Ever
• https://www.zerohedge.com, by ITM TradingForget Dr. Copper--meet Dr. Collapse. While MSM pumps AI fairy tales, the real story is a Tier-1 mirage in Colombia.
Start Stacking Precious Metal
• https://www.lewrockwell.com, SchiffGold.comIn Peter's most recent interview on the Thread Guy channel, he walks listeners through the logic of prepping in an era of war, misinformation, and market manipulation.
Metal Shock: Gulf's Largest Aluminum Producer Declares Force Majeure
• https://www.zerohedge.com, by Tyler DurdenA little more than a week after Emirates Global Aluminum (EGA), the Gulf's largest aluminum producer...
The Original 'John Ag' - Silver and Gold News
• yourJohnAG/videosPrecious Metals... Watsup?!
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