Barry Knapp from Ironside Macroeconomics discusses the recent macro events, including the CPI numbers and the 10-year auction, and explains the significance of these events. He highlights that the underlying inflation trend is emerging and is unlikely to go back down to the Fed's target. He attributes this to the expansive non-recessionary fiscal policy. Knapp also discusses the macro regime change, comparing the current environment to the 1960s. He mentions the potential for a significant correction in the equity market and provides insights on investment strategies in the reflationary regime.
A Re-Introduction to K2 Gold and its Draft EIS Efforts
Magna Mining and a New Off-take Agreement with Vale
Morning Briefing: Aldebaran Extends Known Mineralization at Altar
Awalé's 5-year Overnight Success at Odienné
Introduction to Coppernico Metals from CEO Ivan Bebek
Matt Geiger of Gold's Leading Move and thoughts on Valuations out of the Arabian Nubian Shield
Vukasin Pekovic: Finding Alpha in Special Situations within the Junior Resource Sector
Introduction of Metals Acquisition and its High-Grade CSA Copper Mine
Morning Briefing: Alamos Gold to Acquire Argonaut Gold for $325M
Mako's Akiba Leisman on the Goldsource Acquisition
Chakana Copper Returns Drill Rigs to the Soledad Project
Morning Briefing: Mako Mining to Acquire Goldsource Mines
Stephen Stewart on ORECAP Investment Strategies and Involvement into Awalé Resources
Luc ten Have: Risk/Reward Opportunities in a Stock Picker's Market
Morning Briefing: Awalé Resources Drills 32m of 45.7 g/t.
Gold Rising to Record Highs is Not a Good Look for Central Bankers
Update from Arizona Sonoran Copper on Mainspring Drilling and Land Acquisition
Introduction to Nations Royalty with Rob McLeod
Morning Briefing: Sama Resources New PEA, ATEX Resources Extend EP
Brixton Metals Latest Hog Heaven Results and Summer Drilling at Thorn Project
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