Jones and Adams heard a war on "global AI tyranny." Markets should hear something simpler. Compute still needs metal, megawatts, and middle distillate. ...Read More
Findlay won a membership vote and then walked. Russo and Cinelli say the party's foundation is rot. The Fraser Institute already marked the books. Investors should not wait for a united right. They should wait for title. ...Read More
Findlay is out. Doerkson is interim. Eby may go to the polls. Investors should not wait for the family fight to end. They should wait for a province that can still sell a mine. ...Read More
Cracks near records. Refiners are maxed out. Middle East and Russian exports are down about 75%. Trade the fuel that trucks, farms, and mines actually burn. ...Read More
The deficit narrowed. China is using less. Venezuela is crawling back onto the curve. An unresolved conflict may now be the bearish case not the bid. ...Read More
Prices are back near the record after a tariff scare. The tape that matters is 43,900 tons in Shanghai and a mine-supply year that may shrink. ...Read More
Three hours of Iran talks. A "very productive" label. Then a trial balloon to stop U.S. diesel leaving the country. Trade the barrel that miners and truckers actually burn. ...Read More
Trump and Xi meet Thursday. Barclays says Beijing still owns the refinery. Investors should watch producers who can deliver to the West not the communiqu?. ...Read More
"These critical materials are exactly the way they are named," he said. Find them. Mine them. Refine them next door or trade only with friends. ...Read More
"I cannot predict commodities," Shaw told Mining Stock Education. So he buys companies he would still want if the tape stays ugly for years. ...Read More
Cejay and Mat came back from a summer break to the same puzzle. Copper is at records. Precious metals bounced. The TSX Venture is still waiting for the spillover. ...Read More
The S&P is still within 2% of the highs after a hike. Sentiment is washed out. Pasquariello's opportunity is core length in equities married to a trading long in commodities. ...Read More
Certificates dated Sept. 17 let Almonty turn ore into payable concentrate. China still squeezes exports. The Pentagon's 2027 sourcing clock is already running. ...Read More
Fewer than 30% of S&P stocks sit above the 50-day average. Sentiment is the worst in a year. Goldman still sees $5,400 gold by the end of 2027. ...Read More
Between Sept. 8 and 15, managed money dumped $2.6 billion of high-grade copper. The metal tagged support. The crowd sold it. The grid still needs the metal. ...Read More
A weekend deal sent Critical Metals, Greenland Mines and Greenland Energy flying. The map changed. The calendar for first concentrate did not. ...Read More
After a Fed hike, a 5% yield scare, and a rebound in the three metals that set the tone for mining stocks, the week is about levels not slogans. ...Read More
Silver beat gold last week and still has to live with 5% Treasuries. The silver price forecast for next week is a test of $65-$67 and of whether industrial demand still pays the war premium. ...Read More
Bullion is digesting a rate hike and a 5% Treasury yield. ETF money is still arriving. The gold weekly outlook is less about a miracle breakout and more about whether $4,290 still holds. ...Read More
A $42.22 official price is a museum label. A $100,000 or $155,000 mark is a monetary event. Producers, royalties, and juniors would not treat it as an accounting footnote. ...Read More