Resource Wars and the Accelerating Big Reset
Author Willem Middelkoop argues that early 2026 events have confirmed and accelerated his 2013 “Big Reset” thesis. He contends the debt‑laden, dollar‑centric monetary system is collapsing, prompting gold to re‑emerge as a monetary anchor and the U.S. dollar to lose exclusive reserve status. Meanwhile, competition for critical minerals is sparking resource‑based conflicts, pushing China and Russia toward a multipolar order. The convergence of monetary instability and resource wars signals a rapid geopolitical and financial realignment.
Gold Demand Just Broke a Record. Supply Can’t Keep Up
A Reuters poll predicts gold will set another record in 2026 as central banks, 95% of those surveyed, plan to increase holdings to historic levels. U.S. demand surged 140% in 2025 to 679 tonnes, while ETF inflows added 437 tonnes,...
Anemic Labor Market and the End of Passive Money Flows
U.S. labor market weakness is simultaneously curbing both supply and demand, ending the steady inflow of passive capital into equities. Immigration has stalled, population growth slowed to 0.5%, and labor‑force participation fell back to 62%, while AI and higher rates...
Copper Shortage Looms as Tariff Fears, Mine Disruptions Fuel Tightness
A significant copper shortage is projected over the next 15 years, with ING Group forecasting a 600‑kiloton refined copper deficit in 2026, extending the shortfall from the previous year. Ongoing mine disruptions and growing tariff anxieties are tightening supply further....
Stagflation Sojourn
U.S. equities posted their worst weekly decline in nearly a year as an energy‑driven stagflation scenario unfolded following a sharp spike in oil prices tied to the closure of the Strait of Hormuz. The article attributes the shock to escalating...
The Magnet Bottleneck Nobody’s Talking About (And China Controls 99% of It)
The article highlights a hidden bottleneck in the magnet supply chain: while the United States possesses rare‑earth deposits, it lacks domestic capacity to separate, purify, and produce permanent magnets. China controls roughly 99 % of the downstream magnet processing and manufacturing....
