Free Weekly Email 2.11.25

GRAND MACRO STRATEGY - Trump Election Update

What is the difference between Economic Policy and Economic Statecraft? And why does it matter? Because with Donald Trump reascending to the US Presidency, its a brave new world as he promises to Make America Great Again. In doing so, he will lean on 3 pillars of American hegemony in trying to achieve this goal. Namely, the US economy, in tandem with its political and military power.

This is the foundation laid out by friend of the show Michael Every, Global Strategist at Rabobank. We are honored he joins us on this episode to discuss his recent report laying out this framework which he refers to as "Grand Macro Strategy".

Uranium & Nuclear Energy Market Insights - Grant Isaac

Interview with Grant Isaac, Executive Vice-President and Chief Financial Officer for Cameco Corporation. Cameco is one of the largest global providers of the uranium fuel.

China Frees Possible $27 Billion From Insurers to Buy Gold

A pilot program in China that allows insurers to buy gold for the first time could free up billions of dollars of investment in the metal, adding further impetus to a record-setting rally. Prices hit a fresh peak.

Ten insurance firms — including PICC Property & Casualty Co. and China Life Insurance Co., two of China’s biggest — will be able to invest as much as 1% of their assets in bullion, in a program that became effective last Friday. That would translate into a potential 200 billion yuan ($27.4 billion) of funds, Minsheng Securities Co. said in a note.

I think this is significant because the Chinese government wants more gold to be bought in China. As I have said, more and more countries are doing what they can to slowly but surely move away from the US Dollar.

Meanwhile, Chinese gold trading is exploding.

Man Group - 10 for 10: Themes for the Next Decade

Part 1 covers Gold, Japanese corporate governance, oil, defense, and infrastructure.

Part 2 covers demographic shifts, uranium, India, automation, and electrification.

These are pretty good ideas, and if you are a follower of the Actionable Intelligence Alert Newsletter, you will recognize many of these themes as we have been on them.

That is it for this week.

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Regards,

John Polomny