Archive - Alastair Kendall

Market is Bananas

Monkey not impressed

Published on A Whisky with Charles • Feb 9

Seraphim Continues to Make Solid Progress

Thanks for reading!

Feb 9 • Alastair Kendall

January 2026

The vulnerability of ETC holders in a COMEX disruption

A lot of readers have been asking what happens to precious‑metals ETCs in the event of a COMEX breakdown.

Jan 31 • Alastair Kendall

Airtel Africa PLC

Review of 9 month figures to 31st December 2025.

Jan 30 • Alastair Kendall

All Roads Lead to Gold

Introduction: A Personal Perspective

Jan 26 • Alastair Kendall

I know my substack is largely about investment in real assets including gold and silver, commodities and the mining sector.

Jan 23 • Alastair Kendall

Invasion Greenland, Part II- Ten Consequences

You all need to read this and pray to God it doesn't happen. It can get bad. Real bad.

Published on Malcolm Nance: Special Intelligence • Jan 19

As Trump Escalates Toward Iran, Canada Weighs Joining Operation Arctic Endurance

About Time, Prime Minister. The Moment Has Arrived

Published on The Concis • Jan 19

The Copper Deficit: Why the Timelines Diverge and Why Friedland Is Still the Outlier Who Might Be Right

The copper market is heading into a structurally critical decade, but the major forecasting institutions can’t agree on when the real supply‑demand…

Jan 15 • Alastair Kendall

Eight Banks Paid $1.3B for Silver Manipulation. Then in 2025, Silver Hit $83 and Shorts Collapsed.

JPMorgan traders went to federal prison for spoofing (2008–2016). Regulators prosecuted eight banks (2016–2023). Then the 2025 rally to $83/oz showed…

Published on Navnoor Bawa • Jan 14

The Venezuelan Oil Narative is PURE THEATRE

The Real Reason the Pentagon Approved Venezuela: Critical Minerals and Adversary Expulsion

Published on Renegade Resources • Jan 10

The Transformation of Lundin Mining (Part 2)

Building the Next Copper Major

Published on Real Asset Handbook • Jan 9

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