Stjepan Kalinic

President Donald Trump’s proposed oil accord with Venezuela is more of a geopolitical wager than an immediate solution. The White House and Delcy Rodríguez’s interim government have announced a 25- to 100-year

Bond market performance has been disappointing since 2020, ending a 40-year bull market. Investors prioritize preserving capital, making gold valuable.

$250 Billion Deficit Is Creating The Low-Risk Way To Play The Mining Supercycle

Bitcoin remains stagnant around $65K as volume collapses. Learn why thin order books make a sharp rally or liquidation cascade likely.

Rio Tinto’s earnings surged on strong copper profits, but aging mines, smelting chokepoints, and supply fragile systems pose risks.

Trump’s new Canadian tariffs threaten U.S. energy security and could push gasoline toward $5/gal amid global supply strain.

Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.

Copper’s surge to $14K exposes a massive supply crisis. Discover why near-term shocks and a 2035 structural deficit are looming.

Solar Panel Makers Can’t Escape The Copper-Silver Deficit Loop

Copper is trading like a scarcity asset. Frank Giustra breaks down the massive deficits facing the global electrification race.