The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

 April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Apparently we go higher, but does it last?

 April 10, 2025 |Chris Cherepuschak
In a quicker video that serves as almost an addendum to the previous video recorded Monday, April 7, 2025 (click here to watch that video), we look at yet another historic day in the markets - but this time in a good way! We also examine the nuances around...
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Where do we go from here?

 April 07, 2025 |Chris Cherepuschak
The pronounced meltdown in markets that has played out in April has been shocking in terms of both speed and magnitude. As everyone searches for answers, we walk through the current market backdrop and our own framework we use to navigate extreme environments...
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