Paul, thanks so much for your time today. We've got a lot to unpack here, but I want to start with this idea of the cease fire. President Trump hailing a cease fire saying the 12 day war, as he's calling it, is over.But obviously Iran's foreign minister countering that. When can we have confidence that a cease fire has been achieved. What what would you want to hear.Well, we can have confidence when we get official announcements from both the government of Iran and the government of Israel. Foreign Minister ...

[CC may contain inaccuracies] Equity markets look to be putting this behind them. You look at Asian FX, you look at the dollar offer coming through as well. And look at oil markets down about 3%.The risk is the. an oversimplified perhaps interpretation of what's going on, simply looking at price. How are you guys looking at oil coverage day.Oil traders when you speak with them, when you speak to the gas traders, to them, this is all done. They they don't see any risk to the market. Now we can discuss ceasef ...

Geopolitical Impact on Markets - US-Iran tensions initially caused market anxiety, but a ceasefire was announced, leading to a market rally [1][2][22] - Historical data suggests that major US war events typically trigger short-term market dips, followed by bull markets [7] - Macroeconomic or geopolitical shocks often lead to a significant drawdown in the stock market, but recovery is typical, with a median recovery time of 17 days [9][10] Cryptocurrency Market Dynamics - Bitcoin experienced a dip during the initial strike but recovered, highlighting its 24/7 global and liquid nature [3][4] - Bitcoin's volatility is expected, with a 5% dip considered normal, and it has shown significant growth over the past 90 days (up 15%) and year (up over 50%) [4][5] - Altcoins are also showing signs of recovery, with investors being bullish on certain ecosystems like SUI [11] Monetary Policy and Asset Inflation - Global M2 money supply is expanding, which historically correlates with asset inflation, including Bitcoin, with an 80% correlation over time [8] - The US stock market's price-to-earnings ratio (P/E) is currently at 40x, indicating it is overvalued compared to historical averages and other developed/emerging markets [14] - The Federal Reserve has ended reputational risk oversight, easing crypto banking restrictions, which is considered bullish for the crypto market [13] Industry Developments and Opportunities - Delorean Motor Company (DMC) is launching a crypto on the SUI network, with an airdrop of over 15 million DMC tokens [11][12] - Hedge fund veterans are planning a $100 million BNB Treasury bet, indicating institutional interest in Binance's token [24] - VChain is experiencing growth, with 27 million addresses and 20 million actions [23]

John, that's right. The president took some questions from reporters in the Oval Office a short time ago, uh just over this past hour, in fact. Uh he was having a photo op with the Italian soccer team, Juventus, and answered a couple of questions.One of which was about uh whether or not he has seen uh the criticism from conservative commentator Tucker Carlson about the idea of the United States getting involved in the war against Iran. And the president said that he disagrees with those conservatives who ar ...

Core Insights - Hudbay Minerals Inc. has resumed operations at the Snow Lake mine in Manitoba after evacuation orders were lifted due to a wildfire crisis [2][7] - The company is prioritizing gold zones at the Lalor mine and expects the New Britannia gold mill to reach full production this week [3][7] - Hudbay Minerals has pledged over $2 million in support for wildfire relief, including $1.6 million for evacuated employees and $500,000 to the Canadian Red Cross [4][7] Company Operations - Operations at the Snow Lake mine were temporarily suspended on June 4, 2025, due to advancing wildfires [2] - The company is on track to meet its 2025 annual guidance for Manitoba, driven by strong performance in the Snow Lake mine [3] Community Support Initiatives - Hudbay Minerals is working with local communities to assist employees and neighbors in returning to the region [4] - The company has secured accommodations for evacuated employees and their families and has deployed external firefighters [5] - A community Relief Donations Fund has been established, with the company contributing $2 for every $1 donated by employees [5] Stock Performance - Hudbay Minerals' shares have increased by 11.6% over the past year, outperforming the industry growth of 1% [6]

Hey, good morning again, guys. Carl, that that sudden and surprised departure was by far the biggest headline coming out of this summit and the biggest moment as well. The president scrapping quite suddenly plans for his whole day today that included sitdown meetings with the presidents of Ukraine and Mexico as well as some other closed-d dooror private sessions as well.The White House of course saying he had to get back to Washington to focus on the ongoing conflict in the Middle East. And we do expect tha ...

We're not looking for a ceasefire. I didn't say I was looking for a ceasefire. We were looking for better than a ceasefire. What specifically is better than a ceasefire.What are you looking for here. An a real end, not a ceasefire. And then so something that will be permanent.Yeah. Or or uh giving up entirely. Is that okay too.Are you close there. Is are you possible. Is that possible in the next 24 hours.Certainly possible. We'll come down so hard if they do anything to our people. We'll come down so hard ...

Hey guys, good morning. It was a surprise and a sudden departure for the president from here late last night. The White House saying that he was leaving early in order to focus on everything that's going on in the Middle East.And as you mentioned, the president spoke with reporters on that flight back uh to Washington on Air Force One, making news mostly on Iran. Take a listen here. We're not looking for a ceasefire. I didn't say I was looking for a ceasefire.What specifically is better than a ceasefire. Wh ...

Core Point - The City of San Rafael announced tree work scheduled from Monday to Friday, contracted by PG&E for routine power line and fire mitigation efforts [1] Company Operations - Core Tree Care, represented by John Ball, is responsible for the tree work in San Rafael [1] - The work aims to enhance safety by addressing power line issues and reducing fire risks [1] Community Impact - John Ball indicated that there are no expected road closures due to the tree work [1]

President Trump departing the G Summit 7 a day early to focus on the Israeli Iranian conflict. Megan Castella joins us right now with more on that. Megan, good morning. Hey, good morning again, Becky.That's right. We had expected the president to be here in Alberta through the end of the day today for a full day of meetings, including scheduled bilateral meetings with the presidents of Ukraine and Mexico as well. All of that getting scrapped quite suddenly late last night when the White House said the presi ...