Dwayne Smith

Gold & silver (Since 2008), and uranium (Since 2021) investing...and anything else relevant in the world.

[Otavio (Tavi) Costa @TaviCosta]

Real yields continue to go vertical.

Now at two-year highs.

This is exactly how you break an economy drowning in debt.

The next Fed Chair has a lot of work to do, and that doesn't start with hiking rates.

https://t.co/1MLKVPJBRg

[Otavio (Tavi) Costa @TaviCosta]

A reminder that Jerome Powell was once considered a market-oriented hawk at first.

Then the Fed went on to become one of the most dovish central banks in history.

Everyone is a hawk until the economy starts to crack.

https://t.co/wOUMOsKJC0

[Eric Stearns @RedPelican22]

@Sorenthek In other words, JPMorgan manipulates the price upwards, pulls the rug, and screws US gold investors again. For the 800th time.

While China (and other countries) buy the dip and laugh all the way to the bank.

Same old thing. 100 years running.

[The Food Professor @FoodProfessor]

Canada is back at the top of the G7 food inflation rankings.

Food prices rose 3.8% in May, outpacing every other G7 country. While inflation has eased in much of the G7, Canadian households continue to face persistent pressure at the grocery store.

At what point will media outlets start interviewing experts who actually understand what's happening in food markets, instead of repeatedly assuring Canadians that food price increases are "temporary"?

The disconnect between official narratives and what Canadians experience at checkout remains hard to ignore.

#FoodInflation #GroceryPrices #FoodAffordability #Canada #cdnecon #cdnpoli

[Ron Butler @ronmortgageguy]

Carney Government Loses It's Mind & Just Saves Condo Developers In BC: Unfuckinglievable

Unlike Carney's deal with Ontario which was a HST Sales Tax reduction scheme in BC they just went whole hog & BOUGHT New Construction Condos the Developers can't sell

Which is NUTS

2/

[Josh Philip Phair @JoshPhilipPhair]

A monetary reset is coming. There is no other option.

The shake-out along the way is part of the process. Follow in the footsteps of the Giants. The biggest central banks are increasing their percentage of Gold on the balance sheets.

[Oliver Groß @minenergybiz]

Sulfur prices: Blow-off top?
"Sulfur fell to 8967.67 CNY/T on June 18, 2026, down 3.93% from the previous day..."

[Oliver Groß @minenergybiz]

Remember
"There's no such thing as a low-energy rich country.."

[Holly Doan @hollyanndoan]

Canada Post paid bonuses last year while losing record $1.57 billion.
Payments were made even as cabinet told @canadapostcorp to “cut the fat.”
“We have cut a lot of costs on the management side.”
— Doug Ettinger, CEO
https://t.co/QSz2umB0ZK
@cupw #cdnpoli

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Gold Investors in the West Should Watch What’s Happening in Asia (Simon White)

[Oliver Groß @minenergybiz]

The CAD is also close to five-year lows against the Euro. 🇨🇦⬇️

[Eric Yeung 👍🚀🌕 @KingKong9888]

As of mid-June 2026, Federal Reserve holdings of U.S. Treasury securities are around $4.48–4.49 trillion.

Good luck trying to shrink this substantially and raising rates at the same time. 🤭😉🙃👇

[Otavio (Tavi) Costa @TaviCosta]

Imagine looking at this chart and concluding that the Fed is about to become meaningfully hawkish.

That reminds me of the DOGE narrative.

Investors became convinced that government spending was finally going to decline.

It didn't.

The reason wasn't a lack of effort. The reason was that the system could not tolerate it.

The same is true of monetary policy.

At current debt levels, the Fed's ability to maintain genuinely restrictive policy is far more limited than most investors appreciate.

I would fade the hawkish narrative.

https://t.co/6PBdnYWM8a

[Barchart @Barchart]

BREAKING 🚨: Canada

Canadian Dollar plunges to weakest level against the U.S. Dollar in more than 1 year 📉🇨🇦

[Holly Doan @hollyanndoan]

Access to Information

Confidential cabinet order granted @ChiefSciCan “blanket authority” to travel worldwide even as other federal managers were ordered to cut unnecessary expenses.

Mona Nemer billed $415,835.

https://t.co/lMr9wyZ3cc

@JustinTrudeau @cafreeland #cdnpoli #cdnfoi #ATI

[VIEW @viewsoff]

Alone

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

https://t.co/BYYgUIymJo

[TF Metals Report @TFMetals]

What the heck?
Grok claims that these prices are legit due to "production scarcity". Hmmmm....Jon might be onto something here.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

UAE Moves to Cut Dependency on Strait of Hormuz to ‘Zero’

As the world awaits the full reopening of the Strait of Hormuz following the signing of an interim peace deal between Iran and the US, the United Arab Emirates is working on a highly ambitious plan to try to end its dependence on the critical chokepoint.

“We’re moving toward having zero Hormuz dependency and that’s regardless of whether it’s open or not,” the UAE’s Minister of Foreign Trade Thani Al Zeyoudi said in an interview. “It’s going to open and we hope that will happen quickly, but we will not stop the new plan.” (Bloomberg)

[Holly Doan @hollyanndoan]

Access to Information

$393,000-a year @ChiefSciCan billed taxpayers for 12 business-class flights to Paris. Mona Nemer earlier told MPs she couldn’t recall flying business class while running up more than $400,000 in expenses.

https://t.co/ErlP7ltruC

@vincentneilho @MarkJCarney #cdnfoi #ATI