Mining Insights, Trends & Investment Strategies

How a 44-Year Trading Veteran's Rules Can Help Junior Resource Speculators Survive and Thrive

July 27, 2026

Tom Sosnoff built two billion-dollar trading platforms and still executes thousands of trades a year. His contrarian-yet-optimistic framework offers hard-edged lessons for anyone navigating the high-risk, high-reward world of junior mining stocks. ...Read More

Gold, Silver, and the Collapse of Confidence: Armstrong and Farber on the Road to $10,000

July 27, 2026

Physical silver shortages, a looming sovereign debt crisis, and multipolar geopolitical stress are colliding. Martin Armstrong and Rafi Farber argue that declining faith in government not inflation alone is the primary driver pushing precious metals into a multi-year revaluation. ...Read More

The Speculator's Masterclass: Timeless Lessons from 30 Years in the Junior Resource Markets

July 27, 2026

Veteran financier and investor Jeff Phillips has survived multiple boom-and-bust cycles. His hard-won rules on people, share structure, patience, and knowing what you own remain the difference between lasting success and the graveyard of junior mining stocks. ...Read More

NexGen Energy Crosses the Rubicon: Construction Begins on the World's Largest Uranium Mine

July 26, 2026

With final federal approval in hand and shovels ready to move in July 2026, Leigh Curyer's NexGen is transitioning from developer to builder at Rook I while a nearby discovery threatens to make the project even larger and the company remains the purest high-grade leverage to rising uranium prices. ...Read More

NexGen Energy: Hyperscalers Circle Rook I as Uranium's Next Chapter Unfolds

July 26, 2026

Fresh comments from NexGen's Chief Commercial Officer confirm that major technology companies are in active discussions about project finance and uranium offtake for the Rook I project adding a powerful new dimension to the already compelling supply-demand story. ...Read More

NexGen Energy and the Coming Uranium Supply Reckoning

July 26, 2026

As AI-driven power demand and energy-security imperatives accelerate the global nuclear revival, NexGen Energy's Rook I project in Saskatchewan's Athabasca Basin is poised to become the world's largest uranium mine yet even its scale will not close the widening gap between new reactors and available fuel. ...Read More

Crypto Loses Ground to Gold: The Digital Alternative Narrative Faces a Reality Check

July 26, 2026

After a mid-2025 surge that briefly positioned Bitcoin as a serious rival to gold, the crypto market has halved while gold has advanced, dramatically widening the gap in both market perception and ETF assets under management. ...Read More

Michael Gentile: The Junior Mining Opportunity Has Rarely Looked This Clear

July 26, 2026

Strategic investor Michael Gentile has just completed his busiest four-month period of capital deployment into junior resource stocks. With gold near $4,000 and sentiment deeply negative, he argues the structural case is stronger than ever and that many Canadian developers are trading at valuations that leave enormous upside if they become mines. ...Read More

Developers Are Generationally Cheap: Why the Mining Construction Cycle May Be More Valuable Than the Next Takeover Wave

July 26, 2026

Veteran investor Darren McLean argues that development-stage mining companies are trading at the lowest valuations he has ever seen 0.2 to 0.3 times conservative net asset value creating a rare window in which building mines, not waiting to be bought, could generate the largest returns for patient capital. ...Read More

Peter Schiff: A Japanese Crisis Could Be the Pin That Pricks the American Bubble

July 26, 2026

Rising Japanese government bond yields, a 40-year low in the yen, and questions over AI capital spending are flashing warning signs. Schiff argues the next major market shock may originate in Tokyo and that gold and gold mining stocks are already beginning to respond. ...Read More

Oil, Iran, and the Fragile Global Economy: Why Canadian Resource Investors Must Watch the Strait of Hormuz

July 26, 2026

As U.S.-Iran tensions threaten Gulf energy infrastructure, economists warn of potential oil spikes, inflation shocks, and accelerated global slowdown forces that could reshape demand for gold, copper, and Canadian energy and mining equities. ...Read More

Rick Rule's Rules for Success: Contrarianism, Patience, and the Asymmetric Mindset That Built a Resource Fortune

July 25, 2026

In a wide-ranging conversation with Lobo Tiggre, Rick Rule distills decades of experience into timeless principles do what you love, think independently, endure volatility, and focus relentlessly on asymmetric risk-reward offering Canadian mining investors a practical playbook for navigating junior stocks and commodity cycles. ...Read More

Goldman Sachs' Tony Pasquariello: "Start Nibbling" on Gold as Speculative Length Washes Out and Central Banks Resume Buying

July 25, 2026

In a high-difficulty market marked by elevated momentum volatility, factor deleveraging, and geopolitical tension, Goldman's head of hedge-fund coverage highlights washed-out speculative positioning, renewed central-bank demand, and repeated bounces off $4,000 as reasons to begin building gold exposure while cautioning that higher U.S. rates and a stronger dollar remain near-term headwinds. ...Read More

The American System vs. Globalism 2.0: How the Trump-Carney Clash Will Reshape Resource Markets and Canadian Mining Investment

July 25, 2026

As the United States rebuilds industrial capacity through tariffs and manufacturing policy, Mark Carney's Canada emerges as a key node in the globalist counter-response. The divergence will influence commodity demand, trade flows, and the relative attractiveness of Canadian resource equities for years to come. ...Read More

The Big Reset Accelerates: Willem Middelkoop Sees Gold at $12,000-$14,000, Silver at $500, and a New Commodity Super-Cycle

July 25, 2026

In a wide-ranging interview, the founder of the Commodity Discovery Fund and author of The Big Reset argues that central-bank gold buying, the erosion of the petrodollar, and structural supply deficits are driving a generational bull market in precious metals and copper with Canadian resource equities positioned to benefit after the recent correction. ...Read More

Could These Junior Mining Stocks Deliver 10X Returns? Rick Rule Thinks So

July 24, 2026

At the Rule Classroom, veteran investor Rick Rule reiterated his asymmetric approach to junior mining stocks accepting the real possibility of losing half an investment in exchange for the potential of tenfold returns when geology, management, and timing align in a precious metals bull market. ...Read More

Goldman Sachs Sees $4,900 Gold by End-2026. What Could Drive the Next Rally?

July 24, 2026

Goldman Sachs has maintained a constructive gold price target of $4,900 by the end of 2026, citing sustained central bank demand and the potential for renewed investment flows. This analysis explores the catalysts that could propel the next advance from current levels near $4,100. ...Read More

Analyst Predicts $6,000 Gold as U.S. Debt Continues to Climb

July 24, 2026

Rising U.S. federal debt and persistent fiscal deficits are fueling long-term gold price targets as high as $6,000, according to one market analyst, even as gold consolidates near $4,100 following its 2026 correction. This analysis examines the debt-gold relationship, central bank demand, and implications for investors. ...Read More

Silver Price Forecast: Can XAG/USD Rally Above $68 This Quarter?

July 24, 2026

Silver consolidates amid mixed macroeconomic signals as industrial demand and structural deficits support a constructive longer-term outlook. This analysis examines the technical path, fundamental drivers, and whether a move above $68 is realistic for XAG/USD in the current quarter. ...Read More

The Great Disconnect: Why Junior Miners Lag While Commodities Surge And the Opportunity Taking Shape in 2026

July 24, 2026

Despite gold prices roughly doubling and copper rising 50% over five years, the TSXV sits near its 2022 levels while senior miners have corrected sharply from recent highs. CEO.ca's Mat outlines why this lag creates a classic cycle opportunity for patient capital focused on quality developers rather than pure greenfield exploration. ...Read More

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