Opportunity and Risk both abound due to Bubbles and China…Tectonic Metals’ HUGE Upside
Greetings, Investors! First, my condolences to all my friends (and especially many in Canada) on the nail-biter of a Game 7 last night that saw the Dodgers repeat as World Series champs, defeating the Toronto Blue Jays.
I probably watched more baseball the last week and a half than I have in the last few YEARS; and am glad I did. This is one of those times when the cliche “It’s a shame anyone had to lose” was especially appropriate.
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Moving on…
As I’ve pointed out a number of times over the last several days, pretty much whatever investment themes you’re in or are pondering depend on one or both of two BIGGIE macro issues:
First, the massive overvaluation of market generally, together with the increasingly questionable means being employed by both the Fed and the Trump Administration (and other countries, to be sure) to keep all these various bubbles from bursting and
Second, that global “World War 3 over Commodities and Currencies” I have long referred to. This past week, that manifested itself chiefly with the meeting and quasi, temporary “cease fire” between its two primary combatants: U.S. President Trump and Chinese President Xi Jinping.
I’ll have more unpackaging of and comments on both these areas and various “offshoots” — and MORE — over the next several days, in part as I guest on a few colleagues podcasts live from the floor of The New Orleans Investment Conference, which kicks off just a few hours from now!
So don’t go far.
Today I want to share two more such discussions already available; as well as give you an update on yet another premier gold exploration play.
RIGHT HERE or by clicking on the below graphic, you can watch my latest visit with Cali VanZant, from InvestorIdeas.com.
We discussed a number of “macro” market topics, together with what the fallout will be to even the best metals/mining/energy stories if Messrs. Trump and Powell fail at keeping all the present bubbles inflated.
It’s exciting and ominous at the same time…
…BUT there remain any number of good, actionable stories and sectors for the long run, several of which we discuss by name.
Also this past week I had the privilege of joining up with two of the smartest and most non-partisan experts I know; and RIGHT HERE (or by clicking the above graphic) you’re going to hear the good, the bad and the ugly about The Trump Administration’s efforts to rebuild America’s energy, mining, downstream and related industries.
Nobody here quibbles with the goals of all this.
Yet, despite several exciting and laudable moves on the part of the federal government, the combination of direct investment, permitting reform, and more–while all well-intentioned–still falls WELL short of the kind of overall industrial policy we need.
So, with Trevor Hall of Clear Commodity Network and industry expert Adam Hawkins of Global External, we offer a MUCH needed Reality Check; along with our views on what MUST be done to do this job completely and right.
Finally, RIGHT HERE or clicking the above graphic will get you my latest meaty update with Tony Reda, C.E.O. of Tectonic Metals (TSXV-TECT; OTCQB-TETOF).
With red-hot Alaska more on the minds of the markets thanks to the Trump Administration, it’s especially timely for us to get this update!
Tectonic has one of THE juiciest gold exploration stories anywhere in the U.S. That it’s in Alaska–and has such high-profile backing as you’ll learn here anew–makes it all the more attractive.
Tony runs us through recent news concerning Alaska as well as Tectonic’s progress toward its Maiden Mineral Resource Estimate planned for 2026.
This is one of the relatively “cleanest” exploration stories out there; yet one with some of the wildest potential discovery upside you’ll find as well.
So, especially now with an overdue (and healthy) correction in PM stocks underway, it’s especially time to do your homework here…and then place your bets!
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple — Sunday, Nov. 2, 2025
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