
Founder of Capital in Transition, analyzing how shifting global power affects markets. Focus: defense, tech, energy transition & currency shifts. I apply 2035 scenarios to manage an Australian SMS
https://capitalintransition.com/Barrick could act as a cushion if political turmoil in the United States drives more people toward gold, with the company positioned to benefit from that shift. The flip side is that a quick return to calm—or higher operating costs—could take the shine off the story.Read more
Torex Gold looks set up as a simple way to benefit if political uncertainty pushes more people toward gold as a safe place to park money. The company is expanding a key project while keeping its finances conservative, but it still faces country rules and rising operating costs that could bite.Read more