Before you chase the next 10x-25x discovery hole in the Golden Triangle or Athabasca Basin, master the first three Zurich Axioms. In 2026's volatile environment of energy shocks, carbon taxes, and renewed commodity interest, these rules separate the rare repeat winners from the majority who lose money in Canadian junior mining. ...Read More
Max Gunther's Zurich Axioms were forged by Swiss speculators who survived brutal market cycles. In 2026's volatile Canadian junior mining market with energy shocks, carbon taxes, and the early stages of a critical minerals supercycle these 12 major and 5 minor rules offer the psychological and risk-management edge that separates the rare consistent winners from the majority who lose money chasing hype. ...Read More
Goldman Sachs maintains its $5,400 year-end 2026 gold price target but highlights near-term downside risks and potential new short-term lows amid volatility here's the full gold price analysis, key drivers, mining stocks outlook, and 2026 investment strategy for Canadian investors. ...Read More
Brookstone Capital Management increased its position in the Sprott Critical Materials ETF (NASDAQ: SETM) by +40.4% in Q4 2025 (reported April 2026 13F), taking its holdings to 52,000 shares valued at approximately $1.5 million. With SETM's 0.65% expense ratio, energy-transition focus, and institutional inflows, is this a signal for long-term ETF investors in 2026? ...Read More
President Trump's April 5, 2026 ultimatum on the Strait of Hormuz has set a hard Tuesday deadline, injecting fresh volatility into oil, gold, copper, uranium, and Canadian mining equities. Here are the three scenarios investors must prepare for this weekend and at Monday's open. ...Read More
Sprott Physical Gold Trust (PHYS) delivers pure bullion exposure with low fees and no operational risk, while VanEck Gold Miners ETF (GDX) and Junior Gold Miners ETF (GDXJ) provide leveraged equity upside to the gold mining sector. In a 2026 gold bull market, which vehicle offers Canadian investors superior returns, lower costs, and better alignment with safe-haven demand? ...Read More
BofA's Michael Hartnett sees the Iran war ending soon and recommends four "Vitamin C" trades including Commodities as the world shifts from conflict to resource security. Canada holds world-class reserves of oil, critical minerals, gold, uranium, and copper, yet federal and provincial policy barriers are currently preventing the country from fully capitalizing on this post-war opportunity. ...Read More
For over a decade, Liberal governments have repeatedly called Canada a "mining superpower" and "world's supplier of choice" for critical minerals. Yet as Mark Carney skips PDAC 2026 and the industrial carbon tax rises to $110 per tonne, industry leaders question whether rhetoric has translated into competitiveness, productivity, and investment results. ...Read More
Sprott Inc. (TSX:SII) trades at CAD 195.59 (as of April 2, 2026 close) with a market cap of approximately CAD 3.6-3.8 billion, benefiting from surging uranium ETF inflows and a structural supply deficit but rich valuations and sector volatility require careful assessment for 2026 investors. ...Read More
Silver trades near key technical support after a volatile Q1 2026, with industrial demand surging, persistent supply deficits, and shifting Fed policy creating the setup for a decisive 2026 rally here are the specific triggers investors should watch. ...Read More
President Trump's April 3, 2026 Truth Social post signaling potential US action to reopen the Strait of Hormuz and "take the oil & make a fortune," combined with Goldman Sachs' granular analysis of accelerating localized supply shocks, points to sustained volatility and higher energy prices that will reshape oil, gold, copper, uranium, and Canadian mining stocks over the next 2-8 weeks. ...Read More
Mark Carney's notable absence from PDAC 2026, paired with the April 1, 2026 rise in the federal industrial carbon tax to $110 per tonne CO?e, underscores a policy disconnect that is measurably raising costs, delaying projects, and undermining Canada's mining sector at a time of surging global demand for its gold and critical minerals. ...Read More
With diesel prices reaching $2.79 per litre in parts of British Columbia in early April 2026 and the federal industrial carbon tax rising to $110 per tonne, Canadian miners face a structural cost disadvantage compared to US peers in Nevada a gap that is compressing margins, deterring investment, and threatening Canada's position as a global mining leader. ...Read More
Retail diesel prices in British Columbia have reached $2.79 per litre in early April 2026 a record high driven by global oil volatility from the Iran conflict plus layered Canadian taxes. For the mining sector, where diesel accounts for 15-25% of all-in sustaining costs, this tax burden is directly eroding margins, delaying projects, and undermining Canada's competitiveness as a resource superpower. ...Read More
US data-center build-out is being strangled by shortages of electrical equipment transformers, switchgear, and batteries with ~80% imported, predominantly from China. Canada's vast copper, nickel, cobalt, lithium, and rare-earth resources position it as the logical, secure supplier to help America reshore critical supply chains in 2026 and beyond. ...Read More
Beneath Poland's surface lies one of Europe's most significant untapped reservoirs of copper and silver metals essential for the energy transition and modern technology with KGHM Polska Mied? S.A. leading the charge as the world's second-largest silver producer and a major copper supplier, positioning Poland as a strategic player in global critical minerals supply. ...Read More
Silver's structural supply deficit, explosive industrial demand from solar and EVs, and its dual role as both an industrial metal and monetary asset point to a multi-year bull market here are five bold but data-driven predictions for silver prices through 2035 and what they mean for investors. ...Read More
With silver trading near $74 per ounce after a volatile March 2026 correction, the structural supply deficit, surging industrial demand, and inflation-hedge role point to higher prices over the medium term here's how disciplined investors can build a silver position without chasing short-term headlines or trying to time the market. ...Read More
JPMorgan's Natasha Kaneva warns that the Iran war has triggered the largest oil supply shock in history, with global inventories on track to hit the operational minimum of ~842 million barrels by late April or early May 2026 creating sustained high diesel costs that will pressure mining margins and drive capital rotation toward resilient Canadian gold, uranium, and Tier-1 critical-minerals assets. ...Read More
Eric Nuttall calls the current Iran-driven supply shock "the worst energy crisis of our lifetimes" a multi-month disruption that will keep oil and diesel prices elevated, raise mining costs, and drive capital rotation toward resilient, low-cost Canadian gold, uranium, and Tier-1 critical-minerals assets. ...Read More