The Iran War: Geopolitical and Investment Considerations; Inomin Mines profile
Good morning, Investors! Last night, I hurried out another episode of Your Money Today which you can listen to RIGHT HERE (or by clicking the below graphic) if you haven’t already.
Several “angles” were covered here as the contents listed on the thumbnail suggest in part. Most notably, I discuss China’s role in Iran as sort of a generally “unmentioned co-conspirator.”
As indicated, that American rival’s role in partially enabling Iran–together with the ongoing and now evolving / ramping up of the World War 3 over commodities–is setting up as an interesting part of the coming meeting between Trump and Xi in China at month’s end.
For present purposes–and notwithstanding some of yesterday’s dyslexic market action–a few market moves ARE looking clearer as we’re set for the second day of trading of this war.
Notably:
–> As I mused, the brief precious metals pop would be vulnerable to 1. A rising dollar and Treasury yields and 2. Even worse inflation expectations now removing the Fed as being of any “help” in lowering interest rates even more so.
–> The realization that this war will go on at least for many weeks means that the re-rating for energy has only just begun.
–> The broad stock market has acted as if it wants to “bend” often; but by and large has refused to break down. As I said on last night’s podcast, I have been duly impressed with this even as some especially overpriced sectors/stocks have been hammered without too much harm to the broad market.
And lots of liquidity still should provide opportunties for what SHOULD rise (like energy, per Eric Nuttall’s quote I passed on in my podcast.)
But the reality of a (perhaps much) longer and messier war than last year’s so-called “Twelve Day War” will finally take its toll; especially as higher inflation/yields and the higher dollar take more oxygen out of just about ALL risk assets, generally speaking.
As I discussed, there still is not a technical signal here for the S&P 500. Officially, it will break down once it moves below those areas indicated above and confirms a new primary down trend.
BUT we’re going to bump up some inverse exposure today none the less.
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(NOTE: What followed in an email earlier this morning to our Members were several specific portfolio moves–including more profit-taking to preserve some recent gains.
Especially with many misunderstanding the dynamics now being unleashed, it’s more important than ever for you to be plugged in to us if you aren’t already!
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What I will share with everyone today is my newest critical metals micro-cap opportunity, by way of my new interview with its C.E.O. John Gomez, a friend of many years.
The company is Inomin Mines, Inc. (TSXV-MINE) — and you can listen to and learn much from my visit with John RIGHT HERE or by clicking on the below graphic.
The company’s flagship Beaver-Lynx property in south central British Columbia is one I have known of for a long time. Especially with the long-term bullish case for metals generally it’s one I’ve kept on my radar even though I have not acted on it until very recently.
What “changed?”
–> I’ve warmed up to magnesium as perhaps THE next critical metal story that’s going to be embraced. As you’ll hear (and read) at the link, this critical metal is VERY likely to be the “next antimony” as investors come to understand the stark supply vulnerability and space-age tech around magnesium.
–> Beaver-Lynx seems to be turning into more of a polymetallic play with–among other elements–PGM’s entering the mix.
–> THE BIGGIE: Last year, Japan’s Sumitomo–after vetting dozens of other projects throughout North America–settled on this project alone as one it wants to sink its own teeth into.
Keep in mind that Japan is an ally of the U.S.; and thus also on the outs with China. As you will SEE HERE, China has been harsh with its embargoes/limited use of a host of metals/refined products where Japan is concerned as well…including magnesium.
Check this story out closely; the risk-reward setup for tiny Inomin is compelling!
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple — Tuesday a.m. — March 3, 2026
(NOTE: I’ve already passed on several actionable investment moves to our Members, especially as the outlook from my newest podcast materializes.
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