PGMs and uranium supply updates

Today’s Mid-Week Macro is sponsored by First Phosphate

First 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: FRSPF

Welcome 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 more

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Mid-week Polymarket market

Thank 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 & Posts

And 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 Next

News Links

Trump launches $12B minerals vault to cut China reliance

JPMorgan sees gold price reaching $6,300 by year-end

Kazatomprom plans 9% uranium output rise this year

Iran Says US Carrier Has Retreated Near Yemen, Opening Door To Diplomacy

Japan Is Normalizing: Risks To The Yen Carry Trade

January US Jobs Report Rescheduled For February 11

No Global Recession In 2026, But Period Of Poor Growth Continues

Thank 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