October 3, 2023

Governments across the world are discovering “homeland economics”

By The Economist For a while, after the end of the cold war, it […]
October 2, 2023

American Tactics vs. Chinese Strategy

By Stephen S Roach The debate over the difference between tactics and strategy […]
October 1, 2023

The Timeline of U.S. Government Shutdowns

By Katharina Buchholz Government shutdowns aren’t all that rare: Since 1976, there have been […]
September 27, 2023

China engaging in largest conventional military buildup since World War II: Australian envoy

By The Tribune A top Australian envoy on Tuesday claimed China is putting […]
September 17, 2023
Miner at old wooden

Gold, copper miners could pay 8% Federal royalties under new Biden mining proposal

By Ernest Hoffman  The Biden administration is proposing a dramatic overhaul of a 151-year-old law […]
September 11, 2023

China’s Belt and Road Initiative will keep testing the West

By The Economist In many ways the bri has lived up to the hype. More […]
September 8, 2023

Momentum builds for US soft landing with no recession – Richard Mills

2023.09.08 A while ago, we insinuated that the Federal Reserve may just be […]
September 8, 2023


2023.09.08 不久前,我们暗示美联储可能能够实现其传说中的“软着陆”,而从目前美国经济的发展情况来看,这一预测看起来相当精明。 正如我们在之前的文章中详述的那样,线索一直存在:作为经济活动很大一部分驱动力的美国大公司正在赚取巨额利润,这意味着更高的就业率和消费者的可支配收入。 仅仅通过提高价格来适应通胀主题,不断上升的利率除了提高利润外什么也没做。事实上,利息支付占税后利润的百分比实际上处于 60 年来的最低水平!因此,标普 500 指数收复了 2022 年熊市一半以上的损失也就不足为奇了,而且正如华尔街所声称的那样,现在正处于牛市。 正如我们之前多次讨论过的,央行不能仅仅因为无力承担而继续加息(请注意,目前美国联邦债务的年度支付额为 32.6 万亿美元,即将达到 […]
September 8, 2023

Ghost Sharks

By David Lague In U.S.-China AI contest, the race is on to deploy killer […]
September 7, 2023

India Should Quit the BRICS

By ARVIND SUBRAMANIAN and JOSH FELMAN Following the BRICS’ recent announcement that it will add […]
September 7, 2023

How the G20 Power Dynamic Shifted

By Katharina Buchholz The G20, which is meeting this weekend in New Delhi, India, […]
September 7, 2023

How Mine Permitting Delays Impact the Transition to a Green Economy

By Visual Capitalist The US reliance on copper is expected to increase from […]
September 6, 2023

Corporate profit-taking is greasing the runway for a “soft landing” – Richard Mills

2023.07.28 For over a year now, the financial talking heads have been discussing […]
September 6, 2023

Mining industry risks another lost decade – Richard Mills

2023.09.06 Mining — like any other sector — has experienced its fair share […]
September 6, 2023


2023.09.06 与任何其他行业一样,采矿业在过去十年中也经历了相当多的问题,影响了其整体声誉和效率。 现在面临着为全球能源转型提供足够矿物的艰巨挑战,该行业必须深入挖掘——无论是字面上还是隐喻上——以提高其绩效。 但问题的根源是多方面的,阻力来自各个方面。关键问题包括全球技能短缺、环境和人权问题以及资金的可用性和使用。 在这些问题得到解决之前,采矿业的价值将无法最大化,并且该行业可能在未来十年遭受同样的命运。 下面,我们将探讨采矿业长期可持续发展的每一个主要障碍,以及该行业已经(或尚未)采取哪些措施来减轻这些风险。 关键技能差距 采矿业面临的最大挑战之一是劳动力老龄化和后继人才缺乏造成的技能差距日益扩大。 科罗拉多矿业学院研究和技术转让副总裁沃尔特·科潘 (Walter Copan) 表示,采矿业正面临着严重的技能差距,再加上即将到来的预期退休人数方面的所谓“灰色海啸”,情况更加严重。 德勤今年早些时候发布的一项研究显示,近 […]
September 4, 2023

A new nuclear arms race looms

By The Economist From offices in America’s State Department and Russia’s Ministry of Defence, officials […]
September 4, 2023

This Cold War Is Different

By Mark Leonard Contrary to how it may appear to many, not least […]
August 29, 2023

Ukraine — Victory Is Closer Than You Think

By Jan Kallberg Ukraine’s counteroffensive is making substantial progress. Russia’s generals will know this, […]
August 28, 2023

Will the BRICS Dethrone the U.S. Dollar?

By Daniel Lacalle The summit of the so-called BRICS (Brazil, Russia, India, China, and […]
August 28, 2023

How First Nations in B.C. are taking back control of stewardship and access in their traditional territories

By Emily Vance Despite thousands of years of caring for these lands and […]
August 27, 2023

Does an Expanded BRICS Mean Anything?

By JIM O’NEILL Now that the BRICS (Brazil, Russia, India, China, and South […]
August 27, 2023

Doug Casey on the Battle for Strategic Resources in Africa

By Doug Casey International Man: Since 2020, coups have replaced pro-Western governments in Guinea, […]
August 25, 2023

Growing National Debt Menaces Our Prosperity and Our Liberty

By Schiffgold The national debt has climbed to a staggering $32.7 trillion. In […]
August 24, 2023

Preventing a US-China War

By Nouriel Roubini China and America both need to pursue policies that will […]
August 17, 2023

Survival of the richest – Richard Mills

2023.08.17 Inequality is one of the most volatile aspects of contemporary society, and […]
August 11, 2023

Markets for rice and wheat tightening – Richard Mills

2023.08.11 The markets for two of agriculture’s staple crops, rice and wheat, are […]
August 10, 2023

A vicious cycle of rising resource nationalism – Richard Mills

2023.08.10 Global warming has raised the economic status and political importance of critical […]
August 8, 2023

African sources of graphite, uranium tainted by conflict – Richard Mills

2023.08.08 Country risk is one of the most important factors to consider in […]
August 8, 2023

Charted: America’s Import Reliance of Key Minerals

By Niccolo Conte The push towards a more sustainable future requires various key […]
July 27, 2023

Reasons why food inflation isn’t going away – Richard Mills

2023.07.27 By now, we’ve probably surrendered to the fact that food prices will […]
July 27, 2023


2023.07.27 到目前为止,我们可能已经接受了这样一个事实:世界各地的食品价格将继续变得更加昂贵。 在加拿大,平均食品杂货账单不断上涨。对一些家庭来说,现在已经难以承受。 6 月份,加拿大食品通胀同比增长 9.1%,紧跟 5 月份增长的 9%。 与正在放缓的 2.8% 的总体通胀率相比,食品价格的走势似乎是一个大问题。 加拿大统计局上个月通过 […]
July 26, 2023

The decline of the Russian navy – Richard Mills

2023.07.06 The recently attempted coup by Yevgeny Prigozhin, head of Russia’s mercenary Wagner Group, […]
July 22, 2023

Inequality: trends and implications – Richard Mills

2023.07.22 Inequality is one of the most volatile aspects of contemporary society, and […]
July 13, 2023

Talks of Fed pulling off a fabled “soft landing” still premature – Richard Mills

2023.07.13 In economics, a “soft landing” widely refers to a moderate economic slowdown […]
July 13, 2023


2023.07.13 在经济学中,“软着陆”广泛指的是在经历了一段成功避免衰退的增长期之后经济适度放缓。从隐喻上讲,它类似于该术语最初在航空领域的使用方式——飞行员试图让飞机平稳着陆而不坠毁。 当肩负着阻止经济因高通胀而过热的任务时,美联储等央行通常会提高利率,使其刚好足以引发经济放缓(即软着陆),但不足以引发严重的经济衰退(称为“硬着陆”)。 虽然定义“软着陆”的量化因素长期以来一直存在争议,但在失业率不大幅飙升(最好低于 5%)的情况下让通胀率回到或接近 2% 的目标通常被视为基本要求。 “软着陆”一词在前美联储主席艾伦·格林斯潘 (Alan Greenspan) 任职期间首次流行,人们普遍认为他在 1994 年至 […]
July 7, 2023

‘Useful idiots’ equally present on the left and right – Richard Mills

2023.07.07 In 2013, then-Liberal Party of Canada leader Justin Trudeau was asked which […]
June 18, 2023

The Polar Silk Road

Warming temperatures and thawing sea ice could soon allow for the expansion of […]
June 18, 2023

Our Debt to Future Generations

By Joseph E. Stiglitz No one argues that policymakers should not think about […]
June 13, 2023

The Countries Expanding Their Nuclear Arsenal

By Martin Armstrong Released today, the latest figures from SIPRI reveal an annual […]
June 6, 2023

Joseph S. Nye, Jr. Says More

By Joseph S. Nye, Jr. A pivotal moment in the emergence of “soft […]
May 31, 2023

In Latin America, China Gets Down to Business as U.S. Dithers

By Addison Graham China offered the trade and investment that Latin American leaders can’t […]
May 30, 2023

The rise of geopolitical swing states

By Goldman Sachs As the U.S. and China coexist, compete, and confront each […]
May 30, 2023

America and China Are on a Collision Course

By Nouriel Roubini The G7 countries may have set out to deter China […]
May 24, 2023

What happens if America defaults on its debt?

By The Economist By failing to raise America’s debt ceiling in time, Congress […]
May 17, 2023

Bill S-211 the Modern Slavery Act has profound implications for Canadian listed mining companies – Richard Mills

2023.05.17 Canada has a prolific mining history. The country is famous for its […]
May 9, 2023

China v America: how Xi Jinping plans to narrow the military gap

By The Economist Ever since British troops vanquished Qing dynasty forces in the Opium […]
May 9, 2023

The World at War in 2023

By Martin Armstrong May 8, 2023 marks 78 years since the end of the […]
May 9, 2023

Ottawa clamps down on China’s critical-minerals foray, but not prospecting

By Niall McGee  Last year, the federal government said that it would not […]
May 6, 2023

“Kill the Whales!”

By James Rickards Here are the facts: There was a slight warming trend from […]
May 3, 2023

Biden’s South American Blind Spot

By Kenneth Rogoff Over the past few years, China has significantly expanded its […]
May 1, 2023

Is mining set for a new wave of mega-mergers?

By The Economist Years of discipline, a surge in commodity prices and the […]
April 27, 2023

BC’s LNG boondoggle continues to lack critics – Richard Mills

2023.04.27 In 2020 British Columbia’s NDP government approved LNG Canada, the first megaproject […]
April 27, 2023

Rickards: We’re Our Own Worst Enemy

By James Rickards I’ve said to the military and intelligence community, “I don’t think […]
April 19, 2023

America: the good, the bad and the ugly

2023.04.19 Most people can remember what they were doing on the blue bird […]
April 10, 2023

France Folds

By Quoth the Raven As tensions with Russia and China rise to the […]
April 2, 2023

How Governments Use Global Crises to Take More Control

by Doug Casey Throughout history, governments have used crises—real or imagined—to eliminate freedoms, expand […]
March 30, 2023

The Fed Knew – Richard Mills

2023.03.30 Should we leave the creation of new money in the hands of […]
March 26, 2023

Should the US ban TikTok?

By Ian Bremmer Gzero The popular video-sharing app’s Chinese parent company, ByteDance, has […]
March 23, 2023

Interest Payments On Treasury Debt Up 29% y/y

By macromon Interest payments on the national debt during the current fiscal year (October […]
March 22, 2023

How the Iraq war bent America’s army out of shape

By The Economist The iraq war began on March 21st 2003, when Baghdad’s night […]
March 20, 2023

Fear of China is pushing India and Japan into each other’s arms

By The Economist Asia’s biggest democracy and, in Japan, its richest one, were […]
March 20, 2023

The Financial System is Terminally Broken

By Egon von Greyerz Anyone who doesn’t see what is happening will soon lose […]
March 16, 2023

What’s wrong with the banks

By The Economist Only ten days ago you might have thought that the banks […]
March 12, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Crude oil fundamentals are very tight and risk getting […]
March 8, 2023

US consumers are getting crushed by high-interest debt and inflation – Richard Mills

2023.03.08 Americans are leaning more on their credit cards and home-equity lines of […]
March 8, 2023

Studying Ukraine war, China’s military minds fret over US missiles, Starlink

By Eduardo Baptista and Greg Torode BEIJING/HONG KONG, March 8 (Reuters) – China needs the capability […]
March 7, 2023

The Chinese Century Is Already Over

By Yi Fuxian Chinese leaders have long staked their policies on the assumption […]
March 3, 2023

Why China won’t go to war with Taiwan – Richard Mills

2023.03.03 Taiwan is a small, densely populated island about 100 miles off the […]
February 28, 2023

Investors consider battle plans amid risk of China-Taiwan conflict

By Rae Wee and Tom Westbrook The Taiwan Strait is a major route for ships transporting […]
February 26, 2023

Scrapped Railway Project Could Derail Putin’s Arctic Ambitions

By The Jamestown Foundation Moscow’s ability to develop its own resource-based economy, expand the […]
February 20, 2023

War Certainly Is A Racket

By Iain Davis In 1935, Major General Smedley Butler’s seminal book “War Is […]
February 19, 2023

An Interactive Look at the U.S.-China Military Scorecard

By PROJECT AIR FORCE Over the past two decades, China’s People’s Liberation Army […]
February 9, 2023

Biden’s EV Boom Needs a Graphite Rush Like China’s

By Liam Denning 2023.02.09 America’s energy angst was easier to gauge before the energy transition: You […]
January 30, 2023

Peru’s violent protests imperil 30% of its copper output

By James Attwood 2023.01.30 An upsurge in the violent protests wracking Peru is crimping […]
January 24, 2023

Violent demonstrations roil Peru’s southern copper and tourism heartland

By Stephan Kueffner 2023.01.24 The focus of Peru’s violent unrest shifted back to the […]
January 23, 2023

Which Countries are the Most Polarized?

By Pallavi Rao 2023.01.23 How do you measure something that’s made headlines for […]
January 22, 2023

How Russia is leveraging its Arctic region for global influence

By Rachel Premack 2023.01.22 For the past decade, while the rest of us […]
January 21, 2023

The chill of autumn – Richard Mills

2023.01.21 A democracy is a political system in which all members have an […]
January 19, 2023

Sleepwalking on Megathreat Mountain

By Nouriel Roubini 2023.01.19 Where once interest rates were too low – or […]
January 19, 2023

Saudi Arabia Just Killed The Petrodollar Right In Front Of Our Eyes

By Quoth the Raven 2023.01.19 Saudi Arabia has just issued a death knell […]
January 18, 2023

Protectionism becoming hallmark of US government policy – Richard Mills

2023.01.18 The United States’ reputation as a free-trading nation is under attack from […]
January 17, 2023

An economic calm before the storm?

By The Economist 2023.01.17 In economics as in pole-vaulting, a soft landing is preferable […]
January 17, 2023

The Cycle of Freedom

By Jeff Thomas 2023.01.17 “A democracy is always temporary in nature; it simply cannot […]
January 11, 2023

Canadian military unprepared for war – Richard Mills

2023.01.11 “The world is getting more dangerous every day and we need to […]
January 6, 2023

Rise of the gold-backed e-yuan – Richard Mills

2023.01.06 The leading gold holders are some of the world’s most powerful nations, […]
January 1, 2023

Water — the next US-Canada trade irritant – Richard Mills

What gets me, though, is how bad Canadian politicians are at negotiating. Here we finally have a resource that should give us significant leverage in dealing with our largest trading partner, ie., critical metals. In return for offering our minerals and our mining expertise, what are we asking for in return? I’ve yet to discover anything in print.
December 31, 2022

The 50th anniversary of Nixon’s colossal error Repost – Richard Mills

It seems fitting that the year we are expecting to see an unprecedented rise in US government spending and money-printing to spur an economic recovery, marks the 50th anniversary of the end of the gold standard.

Done at the time to fight an economic crisis, we are still feeling the effects of this disastrous decision, five decades on.

In this article, we explain why President Nixon did what he did, and why every promise that unshackling the US government from the requirement of maintaining the dollar's value in terms of gold would mean for the United States, has been broken.
December 28, 2022

Saving Us From Us – Richard Mills

2022.12.28 Accordin to Al Gore if we would all pony up US$15,000,000,000,000.00 he […]
December 27, 2022

Thucydides Trap Leads to an American Suez – Richard Mills

2022.12.27 The Thucydides Trap is a term invented by Graham Allison, a professor […]
December 24, 2022

The U.S. Senate recently passed the Consolidated Appropriations Act for Fiscal Year (FY) 2023

2022.12.24 Anchorage, AK – The U.S. Senate recently passed the Consolidated Appropriations Act for […]
December 16, 2022

Canada in, China out: Ottawa looks to localize critical minerals supply – Richard Mills

2022.12.16 For decades, China has dominated critical minerals, with Canada and the US, […]
December 8, 2022

Inflation is the fourth horseman – Richard Mills

2022.12.08 Over the past year, relentlessly rising interest rates (because of the global […]
December 4, 2022

The mother of all economic crises – Richard Mills

2022.12.04 Economist Nouriel Roubini believes the world economy is lurching toward an unprecedented […]
December 2, 2022

Artisanal miners thwarting copper supply uptake – Richard Mills

2022.12.02 An upcoming copper supply deficit could be hastened by an uptick in […]
December 1, 2022

Why the Fed is wrong about inflation coming down – Richard Mills

2022.12.01 The US Federal Reserve continues to grapple with inflation, which at 7.7% […]
November 17, 2022

The evisceration of the middle class – Richard Mills

2022.11.17 “This American carnage stops right here and stops right now,” President-elect Donald […]
November 16, 2022

The increasing awareness of resource scarcity – Richard Mills

2022.11.16 Canada and the United States are finally getting serious about protecting their […]
November 5, 2022

Skewed priorities: As people go hungry and freeze, spending by governments on military and debt interest soars – Richard Mills

2022.11.15 In 2021 the world’s militaries spent USD$2.1 trillion, marking the seventh straight […]
November 3, 2022

A stagflationary debt crisis looms – Richard Mills

2022.11.03 The US Federal Reserve is grappling with how to reduce inflation, which […]
October 24, 2022

Why Freeland’s “friend-shoring” is such a bad idea – Richard Mills

2022.10.24 Chrystia Freeland is Canada’s Deputy Prime Minister and the Minister of Finance. […]