The National Investor

Here, CEO Tony Reda of Tectonic discusses the Jan. 22 news release of THE most spectacular assay results ever from the Flat Gold Project in Alaska (and the news KEEPS COMING even as I post this!!)

For more, visit https://www.tectonicmetals.com/

Here, I visit with Tonya Chandler -- President of the BLGO subsidiary BioLargo Equipment Solutions and Technology -- on this week's news of the completed installation of its patented Aqueous Electrostatic Concentrator (AEC) PFAS treatment system at the Lake Stockholm municipal water facility in New Jersey.

As BioLargo (OTCQX-BLGO) parent company CEO Dennis Calvert commented, "The Lake Stockholm installation marks an important milestone for BioLargo as its AEC technology transitions into real-life municipal use. Once the facility goes through the commissioning process to get fully operational, this system will provide the Lake Stockholm community with drinking water that exceeds both the EPA's and New Jersey's stricter PFAS drinking water standards."

Tonya here gives us a quick refresher on these "Forever Chemicals" ... the daunting task golbally to mitigate these environmental and health issues (ultimately costing in the many TRILLIONS of dollars globally ... and HOW and WHY BioLargo's patented AEC system is truly "The Better Mousetrap" the industry, utilities, manufacturers and others need!

For more, visit https://www.biolargo.com/

Here, I catch up for a quick update with CEO Deepak Varshney of Formation Metals, discussing the drilling success to date at its N-2 Project in Quebec and upcoming catalysts: assays, MORE drilling in the current expanded program and a resource estimate around mid-year.

Formation is one of my several recommendations I specifically singled out back around Christmas to load up on for the sector's next push. Since then, FOMO has doubled!

A Great story here, folks! -- And significant money and brain power is behind this well-located project that could break out in 2026 as Quebec's newest significant gold resource.

Website, news, etc. -- https://formationmetalsinc.com/

Here, Rudi Fronk – Chairman and C.E.O of Seabridge Gold (NYSE-SA; TSE-SEA) joins me to take a quick lap around the three key stories/developments we should see early on in this New Year:

-- The company is now down to ONE “Preferred Partner” for the KSM Project, sporting the world’s biggest gold resources and third-largest copper ones. Work is continuing with this partner (whose identity should finally be announced early on in 2026) toward final Feasibility.

-- The Courageous Lake asset in the Northwest Territories will be spun out to shareholders as a separate company. This asset has existing M&I Resources of 11 million ounces of gold!

-- Exploration and drilling success continued into year-end 2025 at Iskut, west of KSM, where a maiden Mineral Resource Estimate is exxpected in the near term.

All told -- as both Rudi and Yours truly opine here -- Seabridge shares remain cheap!

LINKS:

Seabridge's home page (with links to the recent news items, etc.) -- https://www.seabridgegold.com/

"The Case for Gold" -- https://www.seabridgegold.com/news-events/case-for-gold

Here, my long-time friend and colleague Rick Ackerman (of the eponymous technical/trading service "Rick's Picks," just one of the informative things you'll find at rickackerman.com) joins me on an important market day which marked the One-Year Anniversary of Trump 2.0

The president has many enemies: from leftists protecting pedophiles and other criminals in Minnesota (and elsewhere)...to various nations not all that happy with his assertiveness over trade, tariffs, Greenland, "The Donroe Doctrine" and more.

But perhaps his BIGGEST foe--and one that he may not be able to overcome--is The Dreaded Bond Market Vigilante.

You've heard me discuss the president's (and the Treasury's) looming crisis for a little while now. Today--as world bond markets REALLY start to blow out -- Rick joins me to sort iot all out.

Along the way of discussing both the fundamental and technical picture for Treasuries (NOT a pretty picture!) we add some counterintutive thoughts on the U.S. dollar, metals, politics and MUCH MORE!

A lively and very "meaty" conversation, if I may say so.

Here, we catch up for the first time in 2026 with Mike Stark, C.E.O. of Arizona Gold & Silver Corp.

AZS' Philadelphia Project is one of the more unique and compelling geological stories we've ever covered. And as you'll hear yet again in this quick update, what's being revealed through the exploration work and assay results to date have already well exceeded the initial, working model of this prospective massive ore body which, in the end, could hold a several million ounce gold (primary) resource.

LINKS:

AZS' website -- https://arizonagoldsilver.com/

The Phiadelphia Project's specific page (LOTS of background, graphics and more here!) -- https://arizonagoldsilver.com/philadelphia/

Mike Stark's 2025 Christmas / Year end report to shareholders -- https://arizonagoldsilver.com/2025-letter-to-shareholders/

The big new financial soap opera surrounds this weekend's news of the federal criminal investigation into the Federal Reserve and, specifically, Chairman Jerome Powell.

That move is unprecedented; as was Powell's blunt response last evening.

Here--acknowledging the initial, knee-jerk reactions to Trump as either a modern-day anti-banker Andy Jackson OR an Emperor Nero-like thug and crackpot by many--Yours truly as usual covers this with MATH and FACTS.

And among the possible outcomes I discuss, Trump may have made it more likely than not that Jerome Powell actually STAYS in his present post past May!

We're revisiting copper plays in our portfolio/universe currently, given the red metal's recent record prices...and here, we couldn't come up with a more game-changing story if we tried!

As I discuss here with Gunnison's C.F.O. and Senior V.P. Craig Hallworth, Gunnison announced in December some of the biggest news in the U.S. Mining industry in YEARS: And that was the first U.S. production of copper EVER using the new Nuton technology developed by partner Rio Tinto at Gunnison's Johnson Camp Mine in Arizona.

This removes the need for traditional smelting; and is now the first modern example of raw copper-containing ores being mined, processed and turned into FINISHED COPPER all within the U.S. of A.!

This is but one reason we see Gunnison's shares as absurdly undervalued.

Elsewhere, the company will shortly be putting out an updated P.E.A. (Preliminary Economic Assessment) on its flagship and much larger Gunnison Copper Project; that as well is an exciting story about how, in total, the company before long could be kicking out nearly a quarter of a billion pounds of copper annually!

LINKS:

Gunnison's web site -- https://www.gunnisoncopper.com/

Company press releases -- https://www.gunnisoncopper.com/news/news-2025

Nuton, LLC -- https://nuton.tech/

A good Morningstar story on copper dynamics -- https://www.morningstar.com/news/pr-newswire/20260108ny58962/substantial-shortfall-in-copper-supply-widens-as-the-race-for-ai-and-growing-defense-spending-add-to-accelerating-demand-new-sp-global-study-finds

An interview with billionaire investor and mining industry legend Robert Friedland -- https://robertsinn.substack.com/p/billionaire-investor-robert-friedland