The metal is under a 5 percent yield cap. October's Fed meeting will decide whether $4,400 breaks or $4,200 does. ...Read More
Robert Friedland's point is blunt. When a munition flies once, the metal inside it does not come back. Primary supply is the arsenal. ...Read More
The August push toward $70 faded. October now turns on yields, U.S. data and whether $63 support still holds. ...Read More
The memorandum is a process and offtake framework, not a financed mine. The next test is whether studies, contracts and capital close the gap. ...Read More
Spot gold sits near $4,285 after losing the 20-day and 50-day averages. The next line is $4,260. That is a test of trend, not a buy signal. ...Read More
Newmont is selling early-stage Chile ground. Grafton is buying optionality. The growth case is real only if drilling turns rock chips into a resource. ...Read More
A Toronto dinner with Doug Ford, Rob McEwen and EarthLabs makes the old question sharp again: what do Canadian politicians actually bring to a mine? ...Read More
Wall Street still slaps Strong Buy labels on select gold miners after a rate-driven gold price correction. The ratings are about margins, jurisdiction and growth not a guarantee the stocks go up. ...Read More
A long ZeroHedge essay published Saturday argues that digital currency is becoming digital control. The useful point for gold and silver investors is simpler than the rhetoric. Cashless systems can remove the right to say no. ...Read More
Treasury yields near 19-year highs made a loud case against metals that pay no coupon. The quieter case is whether the official bid and the industrial bid still hold after the gold price correction and the silver price correction. ...Read More
The copper vs gold split is back. Industrial metal is holding near records. Bullion is digesting a rate shock. The research job is which Canadian copper stocks can turn that gap into cash. ...Read More
The Market Ear's Sept. 26 note, built on TS Lombard, says the real BRICS project is an escape route, not a new king. Gold is the asset that does not need anyone else's plumbing. ...Read More
Ryan McKay's call for gold above $5,000 into 2027 is not a guarantee. It is a map of flows. This article explains the gold price forecast 2026 case, then shows five gold mining stocks to watch as research examples if that path holds. ...Read More
The headline asks which names could benefit if gold climbs toward $4,900. The honest answer is a research map, not a shopping list. Goldman's call is a forecast. It is not a guarantee. ...Read More
The $10,000 line is a long-term claim about debt and portfolio weights. It is not a price target for next quarter. That distinction is what keeps the forecast honest. ...Read More
The firm took its 2030 gold target to $5,600 from $6,100. The cut is about real rates, not a collapse in central-bank demand. That distinction is the whole story for investors. ...Read More
Conrad Black's warning is blunt. Prime Minister Mark Carney's "tail risk" talk about a U.S. invasion is not serious statecraft. It is a political story that hurts the country it claims to protect. ...Read More
Wall Street can model a 15% return on $1.7 trillion of AI capex. It still struggles to model how many tonnes of copper, silver and aluminum that spend has to pull out of the ground. ...Read More
The metal has come off its January extreme. The shares have not forgotten the margin. Silver near $64 still sits far above typical mine costs. That spread, not a one-day tape, is what keeps silver mining stocks in focus. ...Read More
Official gold demand is slow and structural. ETF and options money is not. After the Fed hike, yields and the dollar kept rising. The rebound already failed. That is the live test for bulls who think central banks will buy every dip. ...Read More