After years of near-dormant dealmaking, silver-focused and precious metals producers have unleashed a wave of acquisitions totaling US$14.3 billion, driven by the need to secure ounces amid stagnant mine supply and firm industrial demand. ...Read More
The veteran resource investor sees structural supply deficits, multi-year underinvestment, and durable demand trends aligning across three very different commodities creating what he views as asymmetric opportunities for patient capital. ...Read More
Goldman Sachs' $5,400 year-end 2026 gold price target, first raised in January and later revised, reflected expectations of sustained central bank demand, private-sector diversification, and eventual monetary easing. Here's what drove the call and where the forecast stands now. ...Read More
Gold enters August sitting on multi-week support after four consecutive monthly losses. A coiling triangle, shifting dollar dynamics, and clearly defined resistance and support levels will determine whether the correction is ending or has further to run. ...Read More
On a day when stocks, bonds, and the dollar all fell together, gold and silver rose. Combined with a historic spike in long-term yields and a tightening technical pattern, the move has drawn attention from observers watching for signs that gold's mid-year correction is nearing its end. ...Read More
The long-time technology strategist argues that gold and gold mining stocks are being suppressed by the dominance of the AI trade and that a reversal in that narrative could trigger the next major leg of the gold bull market. ...Read More
Veteran resource investor Rick Rule argues that recent weakness in uranium equities has created an opportunity. With a persistent supply deficit and long-term demand growth intact, the question for investors is whether current levels represent an attractive entry point into the uranium sector. ...Read More
As markets reassess the Federal Reserve's policy path, silver sits at a technical crossroads near $58. Lower rate expectations have historically supported the metal but timing, the dollar, and industrial demand will determine whether a sustained advance materializes. ...Read More
After defending key support near $4,000 and staging a rebound, gold is approaching a critical technical and fundamental inflection point. These five signals will help determine whether a new gold price rally is taking shape. ...Read More
Both metals have recovered from recent lows near $4,000 gold and the mid-$57 silver zone, yet decisive resistance levels now stand between the current rebound and a more sustained gold and silver rally setting up a critical test for the precious metals outlook. ...Read More
As the long-term debt cycle matures and the Fourth Turning enters a more intense phase, the mechanical realities of the economic machine point toward one enduring store of value. For metals and mining investors, clarity and discipline matter more than fear. ...Read More
Official-sector buying was the only major source of demand to increase in the second quarter, helping limit gold's decline while ETFs, jewelry, and retail investment retreated a dynamic that carries direct implications for gold stocks and Canadian producers. ...Read More
While bullion has stabilized near $4,100 gold and $59 silver following the Federal Reserve's rate decision, many gold and silver mining equities continue to lag, creating a divergence that is prompting fresh debate among precious metals investors. ...Read More
Silver enters August trading near $59 after a late-July rebound fueled by the Federal Reserve's rate pause and a softer U.S. dollar, leaving investors to weigh structural deficits and industrial demand against macroeconomic headwinds and technical resistance. ...Read More
After reclaiming the $4,100 level at the end of July, gold enters August with a clearer set of near-term drivers Federal Reserve policy signals, U.S. economic data, dollar direction, and ongoing central bank demand that will determine whether the metal can extend its rebound or remains range-bound. ...Read More
U.S. Section 232 tariffs on semi-finished copper products and derivatives are already altering trade flows, creating price differentials between COMEX and LME, and forcing mining investors to reassess geographic exposure, supply-chain risk, and the long-term value of domestic and allied production. ...Read More
Silver climbed through the $58 level and toward $59 as the Federal Reserve held rates steady and the U.S. dollar softened, prompting fresh debate over whether the rebound can extend or will face renewed resistance. ...Read More
Spot gold climbed toward the $4,100 level after the Federal Reserve held rates steady and the U.S. dollar softened, raising the question of whether the rebound from recent lows can develop into a sustained advance. ...Read More
Rafi Farber's measurement of the AI mania against gold ounces, combined with the sharp reversal in AI-heavy Asian markets, strengthens the case that capital fleeing a deflating technology bubble will ultimately reinforce the monetary role of gold and the cash-flow power of the mining equities that produce it. ...Read More
As the AI trade moves from euphoria to forced selling and credit markets begin questioning hyperscaler balance sheets, one of the most under-owned and cash-generative sectors in the global equity market gold mining sits at depressed valuations while senior producers generate billions in free cash flow at current bullion prices ...Read More