Gold and Silver Prices Hit, What’s Next?
Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.

Kevin Warsh’s Fed nomination just crashed gold and silver. But it created an opportunity to rotate into productive commodities essential to AI infrastructure.

AI data centres devour copper, lithium, rare earths. Meanwhile, AI tracks the minerals it needs. The feedback loop is just beginning.

Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.

In today’s Closing Bell episode, Charlie and I break down what’s driving the amazing moves in commodities and where the best opportunities might be next. We also take on the challenge from last week’s comment section by analysing viewer-submitted stock ideas across precious metals, explorers, Chilean porphyry plays, rare earths, graphite, and emerging tech. All with the goal of finding the next big money-making setup.
By Murray Dawes,

Trump’s Greenland gambit exposes Europe’s weakness while Canada pivots to China. The global Risk board is being redrawn — resource control trumps alliances.

For almost a year, Australia escaped the worst of Trump’s tariff tantrums. Yet we should be top of the list of targets. Why did we escape?
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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