Good morning Investors! Catching up a bit more on some additional and meaty company updates, you can watch my newest video discussion with C.E.O. Mike Stark of Arizona Gold and Silver (TSXV-AZS; OTCQB-AZASF) RIGHT HERE or by clicking on the below graphic.
This is another of my recommended companies I visited during my recent swing through the Southwest. And as you'll hear, there are particularly unique reasons why AZS is due, as I see things, for an imminent re-rating.
A story that started out as a decent shot at fleshing out a modern-day primary silver resource has now become a FAR more substantial one to flesh out a few million ounces of GOLD.
This visit was especially an eye-opener for Yours truly, to help me appreciate the potential scale of the flagship Philadelphia Project.
Especially with most resource juniors down following the sector's correction--AND when you understand the particular and misguided reasons for the undervaluation of AZS right now--you'll want to take/build positions here!
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Next, I caught up last week with Duane Nelson, C.E.O. of RZOLV Technologies (TSXV-RZL; OTCQB-RZOLF).
You can watch this one RIGHT HERE or by clicking on the above.
This came not long after Duane (second from left below) traveled to India along with a delegation of innovative Canadian businesses, to display their wares to leaders and major businesses in that country.
As you'll see, this major boost for the company and its viability didn't go unnoticed; and RZOLV's stature continues to grow in what I have dubbed THE most interesting commodity-related story of them all going forward of enhanced recovery technologies.
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Moving on to the "macro" ...
Within mere hours more from now, Kevin Warsh will be narrowly confirmed by the full Senate as the 17th Chairman of the Federal Reserve.
This is akin especially now to being elected as the new skipper of the RMS Titanic (hey Jerry -- I think that's the next cartoon I'll need!)
In the next few days, as I promised on Sunday, I'll have another Special Episode out of Your Money Today to:
1.Lay out Warsh's monumental challenges,
2.Discuss his likely first choice among those diamterically opposed ones suggested above,
3.Explain what this means for recent (and prospective) moves in numerous asset classes and
4.Tell you when and why Warsh will be forced to flip on his choice and embrace the Grim Reaper no matter what the Bond Vigilantes want (I guess that was a "spoiler alert?")
As has been the case the majority of the time when a new Fed chair takes the helm at The Eccles Building, Warsh will be tested by markets early on.
Indeed, that already is starting: yields across the Treasury curve continue their slow but clear ratcheting higher, as inflation continues to rise anew and as the markets just don't believe in the Fed's "credibility" on inflation any longer.
As you'll hear, Warsh does not want his tenure to start with a full-throated rebellion in the markets over Treasury debt and the Fed's resolve. And I'll be explaining why his early moves will flip over the "book" on what the economists have been predicting here.
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For now, if you haven't watched them already, here are a couple other interviews I gave over the last week or so:
First, I joined Charlotte McLeod of INN to discuss what to expect of Warsh, the broad economy and the like.
But we focused chiefly on the recent pullback in most metals-related equities, especially gold.
And I revisited the reasons I've already explained to you all in other settings 1. Why gold has NOT received a boost from the Iran War, 2. The other key interruptions to the prior bullish wave and 3. What to look for to turn the PM's from flashing a "yellow" caution light back to GREEN.
You can watch our discussion RIGHT HERE or by clicking on the below graphic.
Finally, I took a deeper dive on the "macro" part of these discussions especially with my old buddy Trevor Hall of Mining Stock Daily and Clear Creek Digital Communications.
RIGHT HERE you can watch this especially detailed take on the markets broadly, but also the impacts of the Iran War and monetary policy on the greater stagflation that will continue unfolding (and making Warsh's job ever more thankless.)
As I also alluded to in the discussion with Charlotte, I explained the reasons for the KEY policy goal of Warsh once he's in charge: Yield Curve Control.
This will be brought about, if successful, by the "remarriage" of the Fed and the Treasury under a regimen that was ended way back in the 1950's.
Good luck, Kevin...you're going to need it!
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple
Tuesday -- May 12, 2026
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