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We are accelerating a technological locomotive without a map of the terrain ahead. Our task isn't to slow the train—it's to lay the tracks.

Hormuz’s partial reopening brings some relief, but global energy markets remain tight and uneven.

“Navigating the Deficit Divergence and the New Global Trade Architecture.”

“How China’s Rare Earth Blacklist Just Triggered the "Bécancour Lifeboat" and the Dawn of Pax Silica.”

How Subsea Cable Risks and $110 Oil are accelerating the Nuclear Resurgence in Tennessee, New York, Ontario, and Saskatchewan.

Examining the institutional realignment underway as Project 2025 moves from theory to execution.

“The most difficult bull markets to ride are the ones that try to shake you off every hundred miles. In March 2026, the metals market just h

Examining the institutional realignment underway as Project 2025 moves from theory to execution.

“As Canada opens the gate and China scales in Mexico, the July 1 showdown will decide if the "North American car" has a future.”

By Simon Noel Poirier "The Great De-Dollarization: Navigating the 90% Erosion of Purchasing Power in an Emerging Post-Fiat Era."

“A 800M oz deficit meets a total export freeze. Are we on the verge of the first true physical delivery failure in decades?”

The Blockade That Didn't Bite: How ‘Fortress China’ Neutralizes the 2026 Hormuz Crisis"

“Behind the 2026 Price Reset: How Central Bank "Gravity" and the SCOTUS Tariff Ruling are Breaking the Old Volatility Models”.

“Bourbon, Borders, and Billion-Dollar Blunders”