Group 1 - Geopolitical risks are now driving a rise in mining stocks, marking a shift from traditional views of the sector as a bet on industrial growth to strategic investments linked with security and supply control [1][2] - Over the past six months, the US mining sector (XME) has gained 48%, while the international sector (PICK) has rallied by 57%, compared to an 8% return in the S&P 500 [2] - Historically, mining stocks were vulnerable during periods of geopolitical volatility, as trade wars and military conflicts typically led to weaker growth expectations and lower demand for raw materials [3] Group 2 - The relationship between mining stocks and global growth has changed, with recent geopolitical events disrupting global metals flows and raising risks around energy and shipping [4] - New supply constraints are driven by tighter environmental policies in Western countries and resource nationalism in regions like Latin America and Africa, particularly in the Democratic Republic of Congo [5] - Geopolitical risks now signal tighter supply and increased scarcity premiums, which effectively reduce miners' cost of capital [6] Group 3 - The AI boom is benefiting mining stocks as investors shift from soft assets to those tied to energy, materials, and physical production [7] - Data center expansion has led to increased demand for metals, further supporting the mining sector [8]

Ukrainian school marks four years of 'horrible' war https://t.co/pi4jFGwMGh ...

A White House eager to end the war in Ukraine could hardly fail to see the attractions of bringing Russia in from the cold. But how big would the peace dividend actually be? https://t.co/ABSffzDSQ5 ...

In the army now: Pictures that show how ordinary Ukrainians have been shaped by war https://t.co/wTS7E3qy3Q ...

As the war nears its fifth year, Ukraine is in a stronger position than many thought possible. It has survived an adversary with far greater resources—and adapted to a new high-tech form of warfare few had anticipated https://t.co/E75Dn5WEGg ...

The Russian village that lost its men to war https://t.co/JnufpdTPJq ...

Even Vladimir Putin’s repressive regime cannot paper over the many ways that the war has changed Russians’ lives https://t.co/aYVoxB0UBE ...

Vladimir Putin’s readiness to carry on fighting depends on the pain he is willing to inflict. The longer the war goes on, the clearer it will be to Russians that their president is bringing ruin upon them https://t.co/LcHlFPKRGe ...

Economic Outlook - The current economic situation is not favorable, with expectations that it will worsen in the near future [2] - There is a significant concern regarding the impact of tariffs on inflation, with economists questioning their effectiveness [3][4] Tariffs and Manufacturing Jobs - The anticipated positive effects of tariffs on manufacturing jobs have not materialized, as manufacturing jobs have declined over the past year [9] - The overall trade deficit remains a concern, particularly in the context of a service-oriented economy where goods constitute less than 10% of GDP [10] Impact on Different Income Groups - Tariffs are viewed as regressive, disproportionately affecting lower-income individuals who spend a larger percentage of their income on goods [11][12] - The increase in jobs in the U.S. has primarily been in the healthcare sector, which is unrelated to tariff policies [12] Institutional Credibility - There is a noted decline in institutional credibility among economic advisors, particularly in the context of the Trump administration, which has affected the respect and trust within the economics profession [15][16] Federal Reserve and Interest Rates - Concerns have been raised about the new Fed chairman's ability to operate independently from political pressures, particularly from Trump [17] - Statements regarding AI's impact on productivity and interest rates have been met with skepticism, as there is uncertainty about the pace at which AI will influence the macro economy [19]

But the problem is this. Putin is no longer interested in anything else. Putin does not live like ordinary people.He doesn't walk the streets. You will not see him in a cafe. His grandchildren do not go to their normal, normal kindergartens in their hometown.He cannot imagine life without power or after. Power. Normal things do not interested him.Putin. Consult more with Sara, Peter and Empress Catherine about territorial gains then with any living person about real, real life. Can you imagine Putin without ...