Official-sector demand is the load-bearing wall of this gold bull market. It is not a promise that $4,450 gold goes straight back to a record. Debt explains why they buy. The Fed still decides the next month. ...Read More
At $14,000-plus a tonne, the scarce asset is not copper in the ground. It is a project a producer can permit, finance, and fold into a mill before 2032. ...Read More
Friday's gold drop was not a funeral. It was the first honest tape in weeks: a firmer dollar, a hawkish Jackson Hole, and a metal that had run too far, too fast for the rates market it now has to live in. ...Read More
Washington says it has majority control of more than 65 billion barrels. Caracas says 17 fields and a $100 billion investment promise. Neither side has published a contract. Oil in the ground is not oil in a tank. ...Read More
At $14,000-plus a tonne, buying metal in the ground is often cheaper than permitting a new mine. The next copper M&A cycle will start with a shortage of scalable projects, not with a slogan. ...Read More
The Fed's preferred inflation gauge is still far above 2%. After Kevin Warsh's Jackson Hole remarks, markets raised the odds of tighter Federal Reserve interest rates. Here is how PCE inflation, real yields and gold interact and what that means for gold prices 2026, gold stocks, and gold portfolio allocation. ...Read More
The Canadian financier's personal book remains one of the most watched maps in junior mining. Here is what public filings actually show about Eric Sprott investments 2026, which names keep appearing in early-warning reports, and why copying the Eric Sprott portfolio is not an investment strategy. ...Read More
The Swiss bank's year-end silver price target sits above the late-August market. That does not make $80.22 a promise. Here is what the UBS silver forecast actually says, how it compares with other silver price predictions, and what a sixth straight silver market deficit may mean for silver investment, silver ETFs, and silver mining stocks. ...Read More
Fed Chair Kevin Warsh's first Jackson Hole address revived the memory of January's historic gold selloff. Here is a clear-eyed look at the gold market outlook, gold prices 2026, and what a hawkish Federal Reserve may mean for gold investment, gold mining stocks, and portfolio strategy. ...Read More
The bank's 2026 waypoint is already in the rear-view mirror. The live question is whether gold can earn the next UBS gold price target: $5,000 in the first half of 2027, then $5,400 by September. ...Read More
The metal is back near $4,600. The question is no longer whether gold mining companies print cash. It is which balance sheets, cost curves and jurisdictions deserve a place on a watchlist if the gold bull market holds. ...Read More
Aakash Doshi's base case now runs to $5,500 by early winter. The $10,000 line is not a calendar target. It is a claim about debt, debasement, and how little gold still sits in global portfolios.The number that vanished in the spring is back on the morning call sheet. ...Read More
Ford threatens to cut Ontario power and critical minerals to the U.S. if the trade fight escalates. No ban is in force but America already buys most of Canada's critical-mineral exports, and Ontario holds the nickel, uranium refining and lithium that make the warning land. ...Read More
Price targets and round numbers feel precise. They are not a strategy. The rule that actually matters is this: sell when the reason you own the stock is no longer true and decide that test before greed or fear starts making the decision for you. ...Read More
A company controlled by Eric Sprott has agreed to take the full $2 million non-brokered private placement in Storm Exploration Inc. (TSXV: STRM), becoming the junior's largest shareholder just as a drill permit is in hand at the Gold Standard project in northwestern Ontario. ...Read More
After a sharp August rebound that tested the $1,900 area, platinum is trading near $1,840-$1,870 an ounce. A fourth consecutive market deficit and shrinking above-ground stocks are supporting the rally while $2,150 remains a technical objective, not a guarantee. ...Read More
COMEX copper set a fresh record near $6.73 a pound while LME prices pressed toward January's all-time high, as traders shipped metal into U.S. warehouses ahead of a possible 15% refined-copper tariff in 2027 turning a projected global surplus into tightness everywhere else. ...Read More
After gold reached the bank's fourth-quarter 2026 target of $4,450 per ounce ahead of schedule, Morgan Stanley outlines a path toward prices above $5,000 next year, while cautioning that the advance is likely to remain volatile. ...Read More
Two of Wall Street's largest banks have updated their gold views as prices rebounded in August, with Citigroup lifting its zero-to-three-month target and JPMorgan highlighting a near-term trading range that includes the $5,000 level. ...Read More
Bank of America's August Global Fund Manager Survey shows a sharp rise in the share of managers viewing gold as undervalued, the strongest such reading since March 2023, while BofA research notes that stronger investment buying would be needed to push prices toward $5,000. ...Read More