Global finance is undergoing a transformation that few fully grasp. The United States and China are quietly amassing unprecedented quantities of gold and silver. This is not nostalgia, nor a hedge against hyperinflation; at least not in the traditional sense. It is a deliberate repositioning for a future in which monetary trust is collateralized, tokenized, and auditable.

Canada is entering a period of slow growth, high debt, and persistent fiscal deficits that echo Japan’s “lost decades”, but with a key difference: abundant natural resources. While Japan’s stagnation was fueled by an aging population and scarce resources, Canada has energy, minerals, and a growing population, providing opportunities for investors who focus on hard assets and government-supported sectors.

Global markets are entering a decisive capital rotation. For more than a decade, institutional portfolios were dominated by technology and growth equities, underpinned by zero interest rates, subdued inflation, and cheap energy. That era is over.