Looking back at Dave Lotan's June 29, 2023 interview on CEO.ca CrashLabs Episode #16, when gold traded around $2,000 per ounce, his message was clear: gold is the last great currency hedge you can use at scale. In 2026, with gold at record highs and ongoing fiat currency risks, Lotan's analysis on why investors buy gold during inflation and gold as the best currency hedge is more timely than ever.D ...Read More
Despite AI's massive electricity and hardware buildout pushing semis to new highs, silver remains stuck in a broad wedge with dormant speculative positioning and negative ETF flows. The Market Ear notes that AI is a strong marginal buyer of silver that "doesn't care about price," creating a widening gap that may soon close. Here's what this means for silver investors and Canadian silver mining stocks. ...Read More
Veteran resource investor Dave Lotan's 2023 comments on Aurion Resources and the Central Lapland Greenstone Belt in Finland proved prescient. Agnico Eagle's recent consolidation of Rupert Resources and Aurion Resources in April 2026 has created a dominant position in one of Europe's most prospective gold districts. Here's what this means for the gold mining industry and Canadian investors. ...Read More
In February 2026, Rio Tinto and Glencore abandoned advanced merger talks that would have created the world's largest mining company. Disagreements over valuation, governance, and Glencore's coal assets proved insurmountable. Drawing on recent videos featuring Gary Nagle and Ivan Glasenberg, here's what really happened, why the deal failed, and how Glencore may pivot in a world reshaped by the Iran war and surging copper demand. ...Read More
Dave Lotan, a veteran resource stock trader, emphasized that when Glencore appears in a deal or project, investors should take notice. Combined with former Glencore CEO Ivan Glasenberg's timeless views on commodity cycles and value creation, this "smart money" signal offers powerful guidance for Canadian mining investors navigating today's geopolitical and energy market turmoil. ...Read More
From the landmark acquisition of Teck's steelmaking coal business to a new copper joint venture with Vale in Sudbury and operational restructuring in Ontario, Glencore is significantly expanding its presence in Canadian mining. Here's what this means for the industry, mining M&A trends 2026, and Canadian mining investors. ...Read More
In July 2024, Glencore completed the acquisition of Teck Resources' entire steelmaking coal business (Elk Valley Resources) for approximately US$7.3 billion in cash. This major mining merger and acquisition allowed Teck to become a pure-play critical minerals company while giving Glencore control of one of the world's premier high-quality metallurgical coal operations. ...Read More
In September 2025, Teck Resources and Anglo American announced a merger of equals to create Anglo Teck. With shareholder and Canadian regulatory approval secured, and final approvals expected from China and South Korea by early 2027, the deal is on track to close. Here's what the merger means for the combined company, the broader mining industry, and Canadian mining investors. ...Read More
Steve Saretsky on The Loonie Hour highlights a clear productivity boom in America powered by AI technology, reducing the need for labour while boosting efficiency. For Canadian miners, this creates both challenges (higher relative costs) and opportunities (stronger US demand for metals and energy). Here's the detailed outlook for TSX mining stocks. ...Read More
In a recent LinkedIn analysis by Bruno Barde (April 2026), Agnico Eagle's strategy of taking minority stakes in carefully selected juniors is highlighted as a masterclass in building long-term optionality. Rather than chasing headlines or high-risk exploration, Agnico is positioning itself to control future production through smart, de-risked acquisitions. Here's what this means for the broader gold mining M&A trend and Canadian investors. ...Read More
Saskatchewan is one of the world's premier uranium mining jurisdictions, anchored by the high-grade Athabasca Basin. In this detailed analysis, we examine Saskatchewan uranium mining advantages, its top ranking among global jurisdictions, and why many investors are choosing the Sprott Physical Uranium Trust as a simpler alternative to individual Saskatchewan uranium stocks. ...Read More
With gold trading near record highs in April 2026 and growing concerns over fiat currency risks, the concept of gold-backed stablecoins is gaining serious attention. In her April 23, 2026 documentary interview and recent expert commentary, economist Judy Shelton and others outline why gold-backed cryptocurrency could represent the next evolution of money and what it means for gold investment trends and Canadian gold mining companies. ...Read More
In the latest Mining Stock Education interview (April 2026), Rick Rule and host Brian Leni break down why major gold producers are aggressively pursuing acquisitions rather than greenfield exploration. With gold at record highs near $4,800/oz, the economics of buying proven assets have become far more compelling than the high-risk, high-cost hunt for new discoveries. Here's what this trend means for Canadian gold mining companies and investors. ...Read More
The Nixon Shock of August 15, 1971, marked the official end of the gold standard and the beginning of unrestrained fiat currency. In recent interviews and documentaries, economist Judy Shelton and former Congressman Ron Paul revisit this pivotal moment and explain why its consequences currency debasement, inflation, and loss of monetary discipline remain critically relevant for investors today. ...Read More
On April 24, 2026, the federal government approved Enbridge's $4 billion Sunrise Expansion Program in British Columbia. This 139-kilometre natural gas pipeline expansion will add up to 300 million cubic feet per day of capacity and support both domestic energy needs and LNG exports. ...Read More
In the April 24, 2026 episode of The Loonie Hour, host Steve Saretsky and guests discussed the renewed political and regulatory battles surrounding pipelines from Alberta into British Columbia. These objections are creating fresh headwinds for Canadian critical minerals and copper projects at a time when global demand for these metals is surging. Here's what mining investors on the TSX and TSXV need to know. ...Read More
In the April 24, 2026 episode of The Loonie Hour, host Steve Saretsky and guests dissect Canada's deepening productivity crisis, excessive regulation, and accelerating capital flight. For the mining sector already facing energy cost pressures and pipeline politics these structural problems represent a serious long-term headwind. Here's what Canadian mining investors on the TSX and TSXV need to know. ...Read More
The S&P 500 has recovered to all-time highs while Canada grapples with an energy crisis driven by the ongoing Strait of Hormuz disruptions. In the April 24, 2026 Loonie Hour Episode 238, Steve Saretsky and guests break down the disconnect between broad market optimism and Canada's rising diesel costs, pipeline battles, and weakening fundamentals. Here's what this means for Canadian gold, copper, and critical minerals miners on the TSX and TSXV. ...Read More
Goldman Sachs' global head of custom equity baskets, Louis Miller, highlights the Power theme as one of the strongest performing strategies in 2026, driven by AI electricity needs and intensifying energy security concerns. Here's how this impacts Canadian copper, uranium, rare earths, and critical minerals miners listed on the TSX and TSXV. ...Read More
With gold trading near record highs in April 2026 amid persistent inflation, currency debasement concerns, and renewed discussion of gold-backed currency, investors are increasingly questioning the long-term reliability of government-issued fiat money. Here's why the history of fiat money, the Nixon Shock, and today's monetary realities are driving renewed interest in sound money gold and gold investment strategy. ...Read More