Mid-Week Macro: Gold, Geopolitics, and a Strategic Shift in Minerals

Today’s Mid-Week Macro is sponsored by First PhosphateFirst Phosphate Corp is a Canadian mineral development company focused on extracting and purifying phosphate for the lithium iron phosphate (LFP) battery industry, with significant projects in Quebec.CSE: PHOS – FSE: KD0 – OTCQX: FRSPFWelcome to Mid-Week Macro for Wednesday 4th February 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Are Gold and Silver starting to rebound?* Was the dump due to the launching of a $12B minerals vault to cut China reliance* A check in on the markets* And much moreIf you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Upgrade to PaidHigh-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. We look at which party will win the House in the mid-terms in 2026. In the 2026 predictions, I said that it would be the democrats, and it certainly appears that I’m not the only one thinking that!Please do subscribe to Polymarket on Substack.Podcasts & PostsAnd a guest post from Money Metals - #1 Gold dealer after a recent conversation with David Morgan.Ex Southampton and England International Matt Le Tissier had a very open conversation about life in a post-covid world and the importance of free speech and for standing up for what you believe in.Santiago Capital’s Brent Johnson on Dollar Strength, Geopolitics, and What Breaks NextNews LinksTrump launches $12B minerals vault to cut China relianceJPMorgan sees gold price reaching $6,300 by year-endKazatomprom plans 9% uranium output rise this yearIran Says US Carrier Has Retreated Near Yemen, Opening Door To DiplomacyJapan Is Normalizing: Risks To The Yen Carry TradeJanuary US Jobs Report Rescheduled For February 11No Global Recession In 2026, But Period Of Poor Growth ContinuesThank you MacroXX, NN, Bruce Fox, and many others for tuning into CC’s live video! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe