Debunking the "Buying Greenland" Myth: It’s Not About Critical Minerals

We’ve all seen the headlines about the US wanting to "buy" Greenland.

Usually, the story focuses on Rare Earth minerals and supply chains. But if you look closer, that narrative falls apart.

As Amanda van Dyke of the Critical Minerals HUB points out, Greenland’s minerals are just a "nice minor bonus." The real story is much more strategic, and urgent.

From the "GIUK Gap" that bottles up the Russian Northern Fleet, to the "Pituffik" missile warning system, the US gaze North is about hard security, not just resources.

Add in the threat of embedded tech vulnerabilities in infrastructure and a potential 31 billion barrels of oil, and the picture becomes clear: It’s not a real estate deal; it’s a security necessity.

Gold to $5,400? Goldman Sachs Tells Bears Hibernation Starts Now

If you have been waiting for the gold market to cool off, Daan Struyven and the team at Goldman Sachs have some bad news for you: the heat is just getting turned up.

The bank has officially raised its December 2026 forecast to $5,400/oz, a massive $500 jump from their previous target. This move effectively tells the market that the "ceiling" we saw in 2025 is being renovated into a floor.

Why the confidence? It comes down to what Goldman Sachs calls "sticky" demand. High-net-worth individuals and family offices aren't just trading gold; they are bunkering down to hedge against global policy risks. Unlike speculative money, this capital isn't selling, meaning the downside is protected.

When you add in central banks buying 60 tonnes a month and Western ETFs finally chasing the rally as the Federal Reserve cuts rates, the path of least resistance remains up.

The Scoreboard: This call makes Goldman Sachs the most bullish on the street, outpacing Citi ($5,000) and leaving Morgan Stanley's mid-year target ($4,500) looking conservative.

The message is clear: If you are shorting gold in 2026, it might be time to find a cave.

Forge Resources Advances Dual-Asset Strategy with Success in Yukon and Colombia

Two hemispheres, one strategy.

Forge Resources Corp (CSE: FRG | OTCQB: FRGGF) is demonstrating the value of a dual-hemisphere strategy. Following a successful gold exploration campaign in the Yukon, the company has released a significant operational update from its La Estrella coal project in Colombia.

Key Updates:

• Geological Continuity: A 1.1m coal seam has been re-encountered in the underground ramp.

• Infrastructure: Advanced resin injection implemented to ensure long-term tunnel stability.

• Market Timing: Development coincides with a surge in global coal prices (blended price ~$177 USD/t).

By balancing high-potential exploration in Canada with development-stage assets in South America, Forge is "forging" a roadmap with year-round milestones.

Rich Dad, Poor Timing: The Silver Lining That Wasn't

Last year, Robert Kiyosaki made headlines by selling the silver stockpile he had been accumulating since 1964.

His goal? To chase momentum in Bitcoin.

The result? He sold Silver at $30.

Today, it trades near $95.

Meanwhile, his crypto bet has struggled to gain traction.

Now, reports indicate he is buying back into silver at all-time highs to catch a "supply squeeze."

It is a classic case study in conviction drift.

When we abandon a long-term thesis to chase short-term volatility, we often lose twice, once on the exit, and again on the re-entry.

The lesson for investors in 2026?

Sometimes the most profitable move is to sit on your hands.

Thanks for reading this week's newsletter!

We appreciate you taking the time to stay informed and ahead of the game.