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Investment Insights. Stay Ahead.

By Anthony Milewski

Gold and Silver
Can silver hit $150 in 2026
A record rally fueled by supply squeeze and safe-haven demand silver’s record surge: the price of silver more than doubled in 2025, rallying 120% supply deficit: silver demand reached 1.17 billion ounces in 2024, outpacing mine supply by a staggering...
In the Press
How tokenization could transform investments and industries
How tokenization could transform investments and industries
The last decade brought crypto, which fundamentally changed how we think about money and settlement. Now, the next great shift—tokenization—is upon us. Digital wallets, which are already routine for many of us, are paving the way. Bank of America recently reported that...
Gold and Silver
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
“Blue Horseshoe likes AMEX” This bull run has us thinking.  It’s time for mid tier and big tier to gold companies to start buying stuff!!!!  Heck any day exploration companies are going to start ripping off bought deals.  With that...
Crypto
How Tokenization Is Changing Commodity Valuation Models
How Tokenization Is Changing Commodity Valuation Models
Tokenization is reshaping conversations about access, liquidity and transparency in the commodity markets. In a previous article, I explored why this shift matters strategically, who should participate and how. But I think what has received less attention is its impact on...
In the Press
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Every era of finance is marked by a breakthrough that rewrites the rules. Index funds, introduced in the 1970s, gained traction in the 1980s by giving individual investors low-cost access to markets. The 1990s and 2000s saw the rise of...
Crypto
Tokenization of commodities is the next frontier in finance
Tokenization of commodities is the next frontier in finance
Tokenization—turning assets like gold, oil, and uranium streams into digital tokens that can be traded, fractioned, and settled in real time— is unlocking liquidity and access for investors. Every few decades, finance reinvents itself. The 1980s gave us index funds....
Gold and Silver
The Next Gold Fortune Won’t Be in Canada?! | Anthony Milewski – The Oregon Group
The Next Gold Fortune Won’t Be in Canada?! | Anthony Milewski – The Oregon Group
https://youtu.be/KfNaVWzqd9E?si=NlzW1ybCRoAQY0OK In this conversation with Anthony Milewski, The Oregon Group, we unpack why gold’s move looks sustainable, from a softer dollar and central-bank buying to de-dollarization and tariff policy, plus where the next 5–10x opportunities may hide outside the first...
Gold and Silver
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
I sat in the corner table at the 8100 Mountain Bar & Grill at the Beaver Creek Hyatt and watched in awe as the events of the afternoon unfold.  Frank Guistra sat at the same table he takes each year. ...
In the Press
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
The United States is charging headfirst into a mining revival—at least on paper. The government has levied copper tariffs on Chinese imports and is offering hundreds of millions in grants and loans for battery supply chains. Perhaps most symbolically, the Department of Defense now...
Antimony
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
A quiet revolution is underway in the bedrock of the global economy. The mining and processing of critical minerals — from lithium to rare earths, titanium to graphite — that form the physical basis of the energy transition, advanced computing, and...
Investment Insights
Trump’s US nuclear plans are good news for Canadian uranium
Trump’s US nuclear plans are good news for Canadian uranium
US President Trump's recent Executive Orders on nuclear energy aim to expand America's nuclear energy capacity from approx 100 GW today to 400 GW by 2050, including having 10 new large reactors under construction by 2030, accelerated deployment of small modular...
In the Press
Every company needs a critical minerals sourcing strategy
Every company needs a critical minerals sourcing strategy
As the global landscape of mineral sourcing becomes more volatile, companies in every sector need well-defined strategies for their supply chains. Ask most executives to name their top cloud providers or logistics partners, and they’ll likely have an answer ready....
Investment Insights
Rare Earths are the West’s big test: can mining policy break China’s grip?
Rare Earths are the West’s big test: can mining policy break China’s grip?
In May 2025, US rare earth magnet imports from China collapsed 93.3% after Beijing tightened export controls, escalating its use of critical minerals as leverage in the deepening trade war. The move threatened entire multi-trillion-dollar industries across the West —...
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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By Anthony Milewski

Gold and Silver
Can silver hit $150 in 2026
Can silver hit $150 in 2026
A record rally fueled by supply squeeze and safe-haven demand silver’s record surge: the price of silver more than doubled in 2025, rallying 120% supply deficit: silver demand reached 1.17 billion ounces in 2024, outpacing mine supply by a staggering...
In the Press
How tokenization could transform investments and industries
How tokenization could transform investments and industries
The last decade brought crypto, which fundamentally changed how we think about money and settlement. Now, the next great shift—tokenization—is upon us. Digital wallets, which are already routine for many of us, are paving the way. Bank of America recently reported that...
Gold and Silver
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
“Blue Horseshoe likes AMEX” This bull run has us thinking.  It’s time for mid tier and big tier to gold companies to start buying stuff!!!!  Heck any day exploration companies are going to start ripping off bought deals.  With that...
Crypto
How Tokenization Is Changing Commodity Valuation Models
How Tokenization Is Changing Commodity Valuation Models
Tokenization is reshaping conversations about access, liquidity and transparency in the commodity markets. In a previous article, I explored why this shift matters strategically, who should participate and how. But I think what has received less attention is its impact on...
In the Press
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Tokenization Of Commodities Is Rewiring The Future Of Global Finance
Every era of finance is marked by a breakthrough that rewrites the rules. Index funds, introduced in the 1970s, gained traction in the 1980s by giving individual investors low-cost access to markets. The 1990s and 2000s saw the rise of...
Crypto
Tokenization of commodities is the next frontier in finance
Tokenization of commodities is the next frontier in finance
Tokenization—turning assets like gold, oil, and uranium streams into digital tokens that can be traded, fractioned, and settled in real time— is unlocking liquidity and access for investors. Every few decades, finance reinvents itself. The 1980s gave us index funds....
Gold and Silver
The Next Gold Fortune Won’t Be in Canada?! | Anthony Milewski – The Oregon Group
The Next Gold Fortune Won’t Be in Canada?! | Anthony Milewski – The Oregon Group
https://youtu.be/KfNaVWzqd9E?si=NlzW1ybCRoAQY0OK In this conversation with Anthony Milewski, The Oregon Group, we unpack why gold’s move looks sustainable, from a softer dollar and central-bank buying to de-dollarization and tariff policy, plus where the next 5–10x opportunities may hide outside the first...
Gold and Silver
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
I sat in the corner table at the 8100 Mountain Bar & Grill at the Beaver Creek Hyatt and watched in awe as the events of the afternoon unfold.  Frank Guistra sat at the same table he takes each year. ...
In the Press
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
America May Want A Mining Renaissance, But Who’s Going To Do The Digging?
The United States is charging headfirst into a mining revival—at least on paper. The government has levied copper tariffs on Chinese imports and is offering hundreds of millions in grants and loans for battery supply chains. Perhaps most symbolically, the Department of Defense now...
Antimony
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
A quiet revolution is underway in the bedrock of the global economy. The mining and processing of critical minerals — from lithium to rare earths, titanium to graphite — that form the physical basis of the energy transition, advanced computing, and...
Investment Insights
Trump’s US nuclear plans are good news for Canadian uranium
Trump’s US nuclear plans are good news for Canadian uranium
US President Trump's recent Executive Orders on nuclear energy aim to expand America's nuclear energy capacity from approx 100 GW today to 400 GW by 2050, including having 10 new large reactors under construction by 2030, accelerated deployment of small modular...
In the Press
Every company needs a critical minerals sourcing strategy
Every company needs a critical minerals sourcing strategy
As the global landscape of mineral sourcing becomes more volatile, companies in every sector need well-defined strategies for their supply chains. Ask most executives to name their top cloud providers or logistics partners, and they’ll likely have an answer ready....
Investment Insights
Rare Earths are the West’s big test: can mining policy break China’s grip?
Rare Earths are the West’s big test: can mining policy break China’s grip?
In May 2025, US rare earth magnet imports from China collapsed 93.3% after Beijing tightened export controls, escalating its use of critical minerals as leverage in the deepening trade war. The move threatened entire multi-trillion-dollar industries across the West —...
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]

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Dec 29, 2025
Can silver hit $150 in 2026
Dec 18, 2025
The United States quietly built a minerals Sovereign Wealth fund (Guest Post by Ashley Zumwalt-Forbes)
Dec 17, 2025
How tokenization could transform investments and industries

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