Former BlackRock portfolio manager Ed Dowd warns that the $1.7 trillion private credit market is cracking, triggering a 40-50% equity correction and the final phase of the debt supercycle positioning gold as the ultimate safe-haven and Canadian gold miners as the clear long-term winners. ...Read More
With the Iran conflict driving energy security concerns and nuclear power gaining momentum from data centers and reactor restarts, uranium equities are showing renewed strength but is the sector still a compelling buy in April 2026, or has the rally already priced in the upside? ...Read More
Jefferies analysts expect uranium equities to reverse recent underperformance and deliver stronger returns through the rest of 2026, citing seasonal factors, tightening supply, rising nuclear demand from data centers and energy security, and a constructive long-term outlook for the sector. ...Read More
President Trump's 2025-2026 executive orders and policy directives have accelerated permitting, reopened federal lands, and prioritized domestic critical minerals production, with Alaska emerging as a major beneficiary through projects like the Ambler Road and expanded leasing in the National Petroleum Reserve potentially reshaping US mining investment flows in 2026. ...Read More
Quebec has fallen out of the global top 10 on the Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026), dropping from 8th place in 2024 to 11th on the Investment Attractiveness Index, driven by increased policy uncertainty, longer permitting timelines, and heightened regulatory complexity that have eroded investor confidence despite the province's world-class geology. ...Read More
Saskatchewan's Athabasca Basin consistently ranks among the world's most attractive uranium jurisdictions in the Fraser Institute survey, combining the highest-grade deposits on Earth, stable policy, world-class infrastructure, and strong government support making it a premier destination for uranium investors in 2026 and beyond. ...Read More
Tucker Carlson interprets Trump's April 1, 2026 Oval Office address as the beginning of America's strategic retreat from endless overseas wars and a decisive pivot toward securing food, water, and energy from the Western Hemisphere with Canada positioned as the key resource ally that could face intense US pressure to accelerate mining development and align critical-minerals policy with American interests. ...Read More
For the second consecutive year, Nevada tops the Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) on the Investment Attractiveness Index, outperforming all other jurisdictions thanks to world-class geology, stable policy, and infrastructure advantages that continue to attract global gold investors in 2026. ...Read More
The Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) ranks 68 jurisdictions worldwide. Nevada remains the world's most attractive jurisdiction for gold investors, followed closely by Canadian provinces Ontario and Saskatchewan, highlighting stable policy, strong mineral potential, and infrastructure as key advantages in a competitive global landscape. ...Read More
The Fraser Institute's 2025 Annual Survey of Mining Companies (released February 26, 2026) ranks 68 jurisdictions worldwide on policy and geologic attractiveness. Nevada tops the global Investment Attractiveness Index for the second consecutive year, with Canadian provinces Ontario and Saskatchewan claiming second and third place a strong showing for Canada in an increasingly competitive global landscape. ...Read More
Gold drops more than 3.5% and silver falls over 7% in thin overnight trading on ceasefire optimism from Trump's address, but contradictory Iranian statements and ongoing military activity suggest the fragile "peace" narrative could crack, setting the stage for a sharp rebound when New York opens on April 2. ...Read More
Contradictory headlines from Trump's planned "winding down" address and Iranian denials continue to whipsaw oil, gold, and mining stocks, with fighting still intensifying on the ground creating sustained volatility that Canadian miners must navigate through Q2 2026. ...Read More
With the Democratic Republic of Congo supplying ~75% of global cobalt and Chinese firms dominating refining, the US-backed Virtus Minerals acquisition of Chemaf for $30 million plus a $720 million investment commitment marks a strategic breakthrough to redirect output toward American and allied buyers, reshaping critical mineral supply chains in 2026. ...Read More
The BMO Equal Weight Global Gold Index ETF (ZGD) has delivered a remarkable 107% return over the past 12 months as of March 31, 2026, driven by central bank gold buying, safe-haven demand, and the leveraged upside of gold miners in a volatile but structurally bullish precious metals environment. ...Read More
As global economic uncertainty intensifies and central banks continue aggressive gold buying, the BMO Equal Weight Global Gold Index ETF (ZGD) is drawing renewed investor interest in 2026 offering equal-weighted exposure to gold miners with a Canadian tilt at a time when risk-off assets are regaining favour. ...Read More
XGD delivers leveraged exposure to global gold miners with a Canadian tilt, while CGL offers direct physical gold ownership in CAD here's the definitive 2026 comparison of fees, holdings, performance, currency risk, tax treatment, and which ETF best fits your gold investment strategy. ...Read More
XGD (iShares S&P/TSX Global Gold Index ETF) offers Canadian-dollar exposure to a TSX-heavy gold miners index, while GDX (VanEck Gold Miners ETF) provides U.S.-listed global diversification here's a detailed comparison of fees, holdings, performance, currency risk, and tax implications to help Canadian investors choose the best gold mining ETF for their 2026 portfolio. ...Read More
Bloomberg Intelligence strategist Mike McGlone warns that silver's explosive rally to $120 per ounce in January 2026, followed by a sharp pullback to around $74, may mark a generational peak a view that challenges the bullish consensus and carries major implications for precious metals investors in the remainder of 2026. ...Read More
Ukrainian drone strikes have slashed Russian Baltic oil exports to the lowest level since the 2022 invasion, compounding the Iran war disruptions and pushing Canadian diesel prices to record levels creating a dual-supply shock that threatens miner margins and reignites 2026 inflation fears. ...Read More
Silver prints a large hammer candle and consolidates near key resistance while gold defends the 200-day moving average with conviction technical signals point to exhaustion of selling pressure and potential rebound in precious metals. ...Read More