In a wide-ranging discussion, Rick Rule outlines why the physical limitations of the real world may drive a powerful, multi-year upcycle in copper and uranium, while artificial intelligence quietly enhances the value of existing mining assets. ...Read More
As diplomatic efforts continue between Washington and Tehran, mining investors face heightened geopolitical uncertainty that could drive volatility across gold, energy, and base metals markets. ...Read More
As the U.S. prepares to decide on tariffs for refined copper, Canadian mining companies with U.S. exposure stand to gain while broader market volatility remains a near-term risk for the sector. ...Read More
Despite Warsh's tough talk on inflation, the bond market appears unconvinced he will follow through with higher rates raising important questions about the Fed's real influence and what it means for resource investors. ...Read More
The veteran publisher of Grant's Interest Rate Observer draws historical parallels between today's AI excitement and past manias while highlighting the dangers of excessive debt and the misunderstood nature of falling prices. ...Read More
The Swiss precious metals strategist argues that gold and silver's recent pullback is minor compared to their long-term advances and that silver, in particular, offers one of the best investment opportunities of a lifetime. ...Read More
A more activist Federal Reserve under Kevin Warsh could deliver faster rate hikes, creating near-term pressure on precious metals but potential tailwinds for Canadian miners through a stronger U.S. dollar. ...Read More
The "Einstein of Wall Street" on why discipline, risk management, and avoiding hype matter more than chasing the next big mining story. ...Read More
Newmont's major regulatory green light for the Red Chris underground expansion coupled with Canada's competitive Fraser Institute rankings shows British Columbia is overcoming past permitting challenges under the NDP government and positioning itself as a reliable destination for responsible resource development. ...Read More
Why Graham's value investing philosophy works well for large mining companies but offers little protection in the speculative world of junior miners and how to apply his key principles to established mining stocks. ...Read More
How the legendary speculator's core lessons on cutting losses, position sizing, patience, and systematic execution can transform the way investors approach volatile junior mining equities. ...Read More
As the post-war "rules-based order" frays under pressure from sovereign economic policies, metals and mining markets may transition from volatility driven by conflict and speculation toward more durable demand rooted in real industrial growth creating both opportunities and risks for global producers. ...Read More
As Treasury Secretary Scott Bessent declares that "productive capacity is power" and calls for measuring abundance at the factory gate rather than the checkout counter, markets for money, metals, and mining may be entering a structural regime change one that rewards physical output over financial engineering and creates durable demand for the commodities that build nations. ...Read More
As the old system of perpetual geopolitical conflict, central bank dominance, and resource extraction for financial elites faces an existential challenge, metals markets may move from speculative volatility toward more stable, production-driven fundamentals creating both risks and opportunities for miners worldwide. ...Read More
The influential energy and macro commentator argues that the recent Middle East conflict exposed deep flaws in conventional oil-market narratives. With China proving it can harmonize hydrocarbon fungibility at scale, temporary geopolitical spikes should be faded, while structural technological progress points to lower real commodity prices over time. ...Read More
In a wide-ranging BNN Bloomberg Market Call appearance, Rick Rule warns that mining equities across the board could weaken this summer amid rising US interest rates and potential demand destruction from elevated oil prices. Yet he sees the period as an attractive window to accumulate high-quality Canadian precious metals, base metals, and energy assets for the multi-year bull market he expects ahead. ...Read More
In a wide-ranging Kitco interview, Frank Giustra argues that the gold market has entered a new regime driven by central bank reserve diversification away from the dollar. While speculators exit and prices correct, the structural bid remains intact creating selective buying opportunities in Canadian mining equities during the current pullback. ...Read More
As pre-sales collapse to multi-decade lows and developers face existential pressure, Ottawa and British Columbia have unveiled a taxpayer-funded mechanism to absorb vacant inventory. The move underscores how housing has become "too big to fail" yet it also highlights the limits of endless stimulus ...Read More
While Canada boasts 32 critical minerals and strong exploration momentum, the near-total absence of domestic refining and smelting capacity means the country may simply mine resources for others to process unless policymakers and industry close the gap quickly. ...Read More
In a wide-ranging discussion with Sprott Money's Craig Hemke, veteran analyst Brien Lundin breaks down the distinctive features of the current gold cycle, the overdone nature of the recent mining stock correction, and why long-term investors should view pullbacks as opportunities in a market still in its early innings. ...Read More