Welcome to 'The New World Order'
Contributed Opinion

1. As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of  Fitzroy Minerals Inc. and Grafton Resources Inc.
2. Michael Ballanger: I, or members of my immediate household or family, own securities of: All. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: None. I determined which companies would be included in this article based on my research and understanding of the sector.
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Michael Ballanger Disclosures

This letter makes no guarantee or warranty on the accuracy or completeness of the data provided. Nothing contained herein is intended or shall be deemed to be investment advice, implied or otherwise. This letter represents my views and replicates trades that I am making but nothing more than that. Always consult your registered advisor to assist you with your investments. I accept no liability for any loss arising from the use of the data contained on this letter. Options and junior mining stocks contain a high level of risk that may result in the loss of part or all invested capital and therefore are suitable for experienced and professional investors and traders only. One should be familiar with the risks involved in junior mining and options trading and we recommend consulting a financial adviser if you feel you do not understand the risks involved.

Preface: I vowed back in early 2022 that I would make it my practice to avoid politics within the hallowed halls of the GGM Advisory. In fact, I have tried since then to avoid topics that might be deemed "non-financial" at best and "controversial" at worst. The reason I made that decision was related to the Russian invasion of Ukraine in February of that year. I had been following Russian equities and had been noticing that some of the Russian ETFs were yielding over 10% but when the Russian personnel took over parliament and government buildings in Simferopol, a couple of the energy-related ETFs plunged, taking yields to over 20%. Thinking only of the monetary opportunity for my subscribers, I made mention of a couple of these Russian ETFs in the newsletter and thought little of it.

Several days later, I received an email from a subscriber who had Ukrainian relatives and ancestors, with one young single mother being displaced from her home and being forced to flee the country. He canceled his subscription and asked to be removed from my mailing list.

I felt absolutely awful after that incident and vowed never again to make investment commentary without thinking about the possible ramifications first. Even more recently, I made a few remarks about Gen-X-ers and Millennials never having endured a bear market or suffered through the 2008 GFC Crash, after which I received a snarky email explaining why Gen-Ex-ers were around during the GFC while giving me a rudimentary math lesson at the same time.

In this missive, I am going to explain why I hold such low regard for politicians, so if you have a friend or relative who is in the political arena, please allow me to apologize in advance.

Many years ago, when my children were young adults, my middle child, who had just turned 20 at the time, asked me for whom I was going to vote in the then-upcoming federal election in Canada.

I answered with a resounding "NOBODY!"

The Liberal Party of Canada had run the show with both majority and minority governments since the early 1990s, but by 2006, the country was ready for a change and was ready to welcome Stephen Harper's Conservatives to the throne, and did so, albeit with a minority government. I had been a supporter of the Liberal Party in my first election in 1972 when I was a clueless teenager, unaware of anything other than the rose in Pierre Trudeau's lapel. I had never taken the time to study his background, where I would have certainly objected to many of his political viewpoints, notwithstanding the fact that he was a devout socialist and a firm believer that the country needed more people. It was under Trudeau that the first serious influx of non-European immigrants came flooding into the country, turning neighbourhoods like mine in northwest Toronto into Indian and Jamaican enclaves, replacing the Irish-Scottish-English immigrants that once manned the aircraft factories near Pearson Airport. In 1970, the population of Brampton was largely Caucasian and of European origin. While immigration was beginning to change the landscape of the broader Toronto area, Brampton (and the surrounding Peel County) was characterized by a predominantly English-speaking and Protestant demographic at that time. 

The population was overwhelmingly of European descent, with significant representation from the British Isles (English, Irish, Scottish) and, following the development of Bramalea in the 1960s, a growing Italian and Portuguese presence. Then, from 1970 until today, starting with Bramalea, the ethnic mix went through a dramatic shift such that by 2021, 52.4% of the population of Brampton/Bramalea was Indian and/or Pakistani.

Now, immigration in itself was and is never the issue, but what is an issue is the intent. When any bloc is invited to immigrate to a country by a specific political party, it stands to reason that the immigrant population, grateful for the opportunity to improve their quality of life, will vote for the party that green-stamped their arrivals. Hence, the vast majority of immigrants who landed in Canada carried a pro-Liberal bias throughout their lives. The Conservatives that dominated from 2006-2015 put a halt to the unbridled immigration, but once Justin Trudeau took over in 2015, he reinstated the practice of politically-motivated immigration with the importation of over 2,000,000 Indian immigrants over a five-year period.

It is no small wonder that with the bulk of immigrants gravitating to the larger urban or suburban neighbourhoods in the Greater Toronto Area, voting patterns would shift decisively in favor of the Liberals, and that is exactly what happened under baby Trudeau to the direct benefit and election of current Prime Minister Mark Carney. It is, at least to me, a form of election fraud, and it ain't right.

Shifting gears south of the border, you wonder why the Democrats under Biden decided to open up their borders to foreign and largely non-European immigrants. Actually, it is not that difficult to decipher. Once ensconced in the safety and luxury of food stamps and social welfare, largely the construct of the Democrats, new arrivals to the "Land of the Free and Home of the Brave" would feel a natural proclivity to vote Democrat in order to preserve the status quo and to a greater good, keep the southern border open. Since the MAGA crowd is largely Republican and totally against immigration of any sort (especially non-European, as in "non-white"), it is no wonder that the first thing Trump did was eliminate the gaping hole that was the southern border. In fact, that move was just one of many campaign promises that he made in the interest of mainstream America (read: "White America") that are actually getting fulfilled.

Jeff Hirsch of The Stock Trader's Almanac said it best in an email yesterday:

"Like it or not, Trump 2.0 has delivered on many of his promises, particularly regarding fiscal policies. The Big Beautiful Bill delivered tax reform, there has been a reduction in regulations, inflation is down, growth is up, and the worst-case negative impact from tariffs has not materialized." 

That is the current predominant narrative that is carrying the day in the mainstream financial news arena. It will be augmented by a torrent of other "goodies" designed to draw in votes from both sides of the aisle in order for the Republicans to carry enough votes to maintain control of Congress, which in turn allows Donald Trump to glide into history with an absolutely pristine record of delivering upon campaign promises. Trump's "legacy" will be debated for centuries, and we all know that Hollywood and the MSM will completely refute anything that attempts to flatter Trump in his execution of the Oath of Office. However, and this is the point of my well-deserved rant: Whatever Trump is attempting has been done in the interest of his base of supporters, whom he has served with undeterred focus. That, my friends, cannot be said of Canadian Prime Minister Mark Carney.

Ten months ago, during a heated Canadian election campaign, Mark Carney was asked: "Mr. Carney, what do you perceive as the greatest threat to Canada?" to which he replied: "China. China is the greatest threat to Canada."

This week, Carney flew into China, greeted at the Shanghai airport by a limo driver with a bucket of cashew chicken and a six-pack of Molson's Canadian, and after a day and a half of doing nothing, finally met with XI Jinping for a twenty-minute photo-op and came out with a totally one-sided "deal" whereby China gets to buy a few carloads of Canola in return for them dumping a 49,000 EV's at a significant discount to anything American into our market. Referring to the deal as our entry into "The New World Order", it allows Chinese immigrants sent here since 2015 under baby Trudeau to buy these cars and then market them all over Canada and possibly (if they can get across the Rainbow Bridge) rub them in Trump's face as his buddy Elon Musk tries desperately to compete with a $30,000 vehicle that blows the Tesla product out of the water.

This is Carney's way of proving to Trump that he is the stuff that Stormy Daniels would desire, a classic adolescent schoolyard act of foolhardiness, and one that will ultimately hurt the average Canadian struggling under the pressures brought on by ill-sighted government initiatives and political shenanigans.

So, my answer to my daughter back in 2005 was sound. I do not vote for politicians because they are largely unqualified to hold office. They are normally attractive, well-dressed, and well-spoken. They usually have pristine background with no history of either failure or success. They have no opinion on anything other than how they might get re-elected. They are, in a word, "underqualified."

A New World Order

What exactly is "The New World Order"?

I have a number of friends from Germany who are living the nightmare that their forefathers — the Germanic Tribes of Europe that totally conquered the continent and whose DNA is evident wherever one travels across the European continent. Wonders of architectural genius are literally everywhere for all to praise and admire — all suffering from the ill-effects of the leftist, pro-climate-change world in which we all live.

Once the economic engine of European manufacturing, Germany is now a mere shadow of what it once was. Starved for power that it once used through state-of-the-art nuclear facilities, it elected to deal with the devil and rely on Russian gas to power its manufacturing engines, all part and parcel of the desire by the House of Rothschild, the Bilderbergs, and the silent elite to effect true "zero-carbon" status.

Here in 2026, the German juggernaut of engineering genius has been subjugated to the role of "also-ran" and is now simply a pawn of the leftist leaders of the EU that are the true embodiment of the term "Champagne Socialists". The leaders of the EU are all part of what PM Mark Carney calls "The New World Order," with all the bells and whistles of George Soros, Bill Gates, and Hillary & Bill Clinton all clamouring to be seen as the "saviors" of the masses.

Donald Trump is the antithesis of what Mark Carney would like to be. Carney's net worth is estimated to be between $5 million and $10 million and as a former Goldman Sachs investment banker, this is a far cry from "light" as compared to his peers, such as Fed Chairman Jerome Powell or U.S. President Trump, both of whom are infinitely wealthier than the Canadian PM.

What they all want is a world with one world currency and one leader who has layer after layer of subordinates reporting dutifully on schedule and without critique. What Carney craves is a level playing field where he can hold out his net worth statement in the same way athletes in a locker room swagger nude around the room, brandishing their manhood as a symbol of power and authority.

Not going to happen

Silver

This might have been the week in which the mighty metals which we all love and own put in an intermediate-term reversal.

After my conversation with my friend Greg McCoach on Wednesday, I was nearly convinced that the silver market might be headed to $400 per ounce by the end of February.

Greg tripped the light fantastic with a 20-minute dissertation on why silver was going to take down the financial system due to massive unprotected shorts held by the big eight banks as the margin calls continue to escalate. I asked him why the same story from 1980 and 2011 could make 2026 any different, and all Greg would say is that it was what his "dealer friends" were telling him.

In the past eight weeks, I have tried to pick a top in silver no fewer than twice, and both times I walked away with small losses of equity but very large losses in "reputational capital." I see charts going vertical and the Twitterverse all abuzz with posts of "$500 silver!" and "Long and Strong" and "Silver is the new Bitcoin!" and all I want to do is short the living hell out of every single ounce and share of everything silver that resides in my portfolios. And yet, I simply cannot. I cannot any longer treat silver as a market that is vaguely familiar. It is on a completely different path than any I have encountered in the last five decades since entering the investment industry.

I have written numerous times in recent months about the myth of "silver shortage" and after listening to the battery of silver "experts" that have commented on the "impending shortage" of silver, I have concluded that based upon the normal levels of demand that has existed for the past 26 years, there is absolutely no chance of anything resembling a shortage of available silver inventory. However, the term "shortage" is a relative term. If you have the entire world of electronics believing that the only way they will survive is through the availability of silver as a replacement for copper, then demand will skyrocket. And skyrocket it had certainly done with stories of Apple CEO Tim Cook buying entire silver mines in order to secure future supply.

The current narrative for silver is that demand has gone completely vertical with little signs of decay and that $90 silver will be deemed "cheap" once the masses take recognition of this "new paradigm". As an old-timer with five decades of experience in mining stocks and the precious metals, the worst move I can make is to rely on the old rules I learned in the 1970s and 1980s to predict price action. We are today in a rare breed environment where the new rules of behavioural expectation are carrying the day. That is a hard pill to swallow for anyone trained in the Inflationary Seventies when rules from the 1930s were "iron cast."

I am not an buyer of silver but I am a buyer of select silver stocks. And that is how I shall leave it.

Copper

My headline pick for this weekend version of the GGM Advisory is a little junior born from the loins of my largest holding — Fitzroy Minerals Inc. (FTZ:TSX.V; FTZFF:OTCQB) — where management decided that they would refrain from packing the portfolio with any more projects once their dual flagships of Buen Retiro and Caballos were fully-funded and fully-recognized as developmental and advanced exploration projects.

In order to reduce the dilutionary effect of adding new assets to FTZ/FTZFF, they created a new company called Grafton Resources Inc. (GFT:CSE; PMSXF:OTC) and as of tonight, they are now officially the silver-copper exploration business with the addition of the "Silver One" exploration project located in the western foothills of the Andean Cordillera of central Chile.

The historical tailings dumps on this property contain 13.85 kg of vein material assayed at AAA Laboratories which returned an average grade of 296 g/t Ag and 2.6% Cu.

Copper remains my #1 metal and shall remain so.

However, a copper-silver porphyry in Chile is a superb asset for a company with only 25 million shares issued and outstanding and a market cap of around US$10 million, as millions upon millions of youthful investors discover the narcotic majesty and wonderment of a silver bull market.

These are very unique times for all of us. Risk management remains of paramount importance.

Do not let your financial advisor lure you into the classic 60-40, "invest-for-the-long-term" garbage that has kept them in splendour since the 2008 GFC. That advice assumes that the Fed will bail them out next time, and that is the biggest mistake one can make.

Times are changing. . .