June’s Top Reads: Gold’s Endgame, LNG Boom and More
Check out June’s email digest that details all the must-read items shared throughout the month.
And just like that, it is July.
For us here at Prinsights, next month is quite the milestone, and we’re taking a moment to celebrate. That’s because July is our official one-year anniversary since launching.
We couldn't be more thrilled to be doing this, and we're honored to have built such a global community, focusing on the work ahead. Stay tuned for a video message from me tomorrow, but for today, I want to sincerely express my gratitude and thank all of you.
At a time of escalating volatility, market uncertainty and general unknowns, we have navigated choppy waters to share actionable analysis that has given you the knowledge and insights to unlock real results. And the truth is – we’re just getting started.
In May, with the launch of our new product, Founders+ we’ve taken things a step further and are already seeing results. For the next year ahead, we’re going to deliver even more actionable analysis, share exclusive conversations with thought leaders in ways that only Prinsights can – and deliver boots on the ground intel from the places that matter to you. As we’ve done first with Prinsights Pulse Premium and now with the Founders+ product, expect our dedication to research, key analysis and trends to continue to push forward.
👉 [Upgrade to Prinsights Founders+]
Our research, timely analysis and the key recommendations we’ve covered so far remain in play – and we’re looking to add more in July. That’s why we don’t want you to miss a single one of the monthly issues.
Below is a quick recap of June:
🌍 Prinsights You May Have Missed
Gold’s Endgame – And One Producer Ready to Surge – In our second Founders+ monthly issue, we revealed the company that’s unlocking real potential beyond the Basel III Endgame – and why it is in a prime position to break out. The research leveraged history, unpacked which policies are unfolding today and detailed why gold will be a key factor over the near and long-term.
The Energy Producer Set to Win the Pipeline Paradox – In our monthly Prinsights Pulse Premium issue, our analysis shows why the hotter it gets, the greater the LNG demand. The domestic forecasts show gas demand rebounding as temperatures rise and utilities have to lean heavily on dispatchable generation. Now, there's one key LNG leader that's rising above the rest.
Join Me at the Rule Symposium – In this rapid-fire conversation with a true friend of Prinsights and global thought leader, Rick Rule, we discuss why you should attend, either in person or virtually, the Rule Symposium on Natural Resource Investing. Here’s a link to learn more. You can still sign up for the Livestream event that starts July 7. We hope to see you there or virtually!
The LNG Boom Is Just Getting Started – The U.S. exported more LNG than any other country in 2024. But there’s still plenty more demand on the way, as we detail the geopolitical, domestic and global policies at play.
BullionStar’s Claudia Merkert on Investing in Gold, Asia and More – Claudia Merkert is a key voice at BullionStar, where she’s dedicated to educating investors about precious metals like gold and silver. In this exclusive conversation with Claudia, she reveals what globally leading institutions like BullionStar are experiencing in Asia and why it matters to investors everywhere.
The New Gold Hub? Here’s Why Singapore Is Rising – Gold's price tells only part of the story that’s unfolding in the world today. Where that gold ends up and who has control over it can signal where monetary power is shifting next – and that’s why you should be following it right now.
The Macro Butler on Key Portfolio Allocations, Gold Forecasts and More – As global power players continue to reassess and realign themselves, understanding the macro landscape is as important as ever. In this conversation with Laurent Lequeu, he reveals his portfolio allocations, three key ratios he deploys to evaluate the world and much more.
Powell’s Pause: Divergence, Demand, and Gold – In this analysis, we unpack what the latest policy decisions from the Federal Reserve really mean for the markets, investors and gold.
James Eagle on Data, Tech and Energy – During this timely conversation with James Eagle, one of the top data visualization leaders we dive into what’s unfolding in the global energy race, natural resources and global supply chain dynamics.
The Queen’s Gambit, China-Style: Rare Earths and the Real Power Play – Rare earths like the “queen” of modern materials. They are essential to powering everything from electric vehicles and smartphones to missile guidance systems and renewable energy technologies. Discover why whoever controls rare earths controls a key piece of global influence.
“China Holds the Cards” – In this timely and action-packed conversation with Pinnacle Digest host Alex Smith, I reveal my analysis surrounding gold price forecast. We also dive into silver, copper and critical minerals.
Here’s Why This Pause is a Buying Signal for Gold – Gold is trading below April highs, yet the drivers behind its rise – tight supply, central bank buying, persistent inflation, geopolitical volatility – all remain. That’s why gold's holding pattern could signal opportunity, as we reveal in this piece.
Michael Deibert’s Notes From the World – In this Prinsights exclusive we deliver a conversation with Michael Deibert, an award-winning journalist who specializes in global affairs, changing political landscapes and humanitarian challenges. He shares a unique perspective on Haiti, geopolitics and the world around us.
Permanent Distortion: Why the Market’s Record Rally Hides a Weakening Economy – Wall Street just celebrated after a fresh record high on Friday. While that number signals strong investor enthusiasm, the economic reality beneath the surface is much more complicated as we detail.
👉 ICYMI: I recently joined ITM Trading’s Daniela Cambone to discuss China’s real impact on gold prices, whether any country can truly “control” gold and details on what the bubbling U.S. debt means over the near and long-term. You can catch our full conversation here.