The worst day for hedge funds since the COVID crash reveals how crowded financial trades are unwinding. For Canadian mining investors, the forced de-grossing in momentum and tech may mark the beginning of a long-awaited capital rotation into the most under-owned sector in global markets. ...Read More
In a detailed conversation on Mining Stock Education with host Brian Leni, Olive Resource Capital CEO Samuel Pelaez explains why the recent correction in gold and gold equities represents one of the best buying opportunities of the cycle, how liquidity will broaden into copper and the real economy, and why global under-allocation to mining points to trillions of dollars still waiting on the sidelines. ...Read More
After sharp corrections from early-2026 highs, both metals are consolidating at key technical and fundamental levels just as the Federal Reserve prepares a major policy decision leaving investors to assess whether a new phase of the precious metals cycle is beginning. ...Read More
As gold stabilizes above the psychologically important $4,000 level after a deep correction from January's record highs, central banks, select physical buyers, and longer-term investors are absorbing supply raising questions about whether the worst of the sell-off is over. ...Read More
After a brutal downturn and a sharp rebound, the lithium market in 2026 is defined by tightening supply, accelerating energy-storage demand, and a renewed focus on project quality creating a more selective but potentially rewarding environment for investors. ...Read More
As gold consolidates near $4,050 ahead of the Federal Reserve's July decision, investors are weighing whether a shift in monetary policy or renewed geopolitical uncertainty in the Middle East can provide the catalyst for the next sustained advance. ...Read More
After rebounding from recent lows, spot gold hovers near the $4,050 level just as the Federal Reserve prepares to deliver its latest policy decision leaving investors to decide whether a durable recovery is underway or whether the move higher is another false start. ...Read More
With spot silver trading near $58-$59 ahead of the Federal Reserve's July decision, a shift toward more accommodative policy language could ease real-yield pressure and open a path toward the $65 level a key technical and psychological threshold for the white metal. ...Read More
In a wide-ranging conversation with David Lin, the veteran precious metals observer and editor of The Tucker Letter delivers a searing assessment of gold equities, explains why he trimmed silver near $120, and argues that constant technological change not collapse is the real opportunity for investors. ...Read More
Silver rebounds above $59 as Middle East tensions ease and oil prices fall, setting up a pivotal week ahead of the Federal Reserve's policy decision with key technical levels and industrial demand trends in focus. ...Read More
With the Federal Reserve's July policy decision due mid-week and gold recovering modestly from recent lows near $4,000, traders and investors are focused on critical support and resistance zones that could define the metal's direction for the remainder of July and into August. ...Read More
The International Energy Agency's Global Critical Minerals Outlook 2026 projects a persistent 25% copper supply deficit by 2035 a structural gap that could define the next decade of the copper market and reshape opportunities across the mining sector. ...Read More
Spot gold climbs toward $4,100 after a pause in U.S.-Iran hostilities lowers oil prices and eases immediate inflation fears, shifting market focus to this week's critical FOMC meeting and the path of interest rates. ...Read More
After a roughly 25-28% decline from January's record highs near $5,600, independent analyst Ross Norman argues that the departure of speculative froth has turned the current consolidation into a classic contrarian setup for long-term precious metals investors. ...Read More
From classic long/short equity to junior exploration, royalty, and critical-minerals strategies how hedge funds structure themselves to navigate the violent cycles of the mining sector. ...Read More
Tom Sosnoff built two billion-dollar trading platforms and still executes thousands of trades a year. His contrarian-yet-optimistic framework offers hard-edged lessons for anyone navigating the high-risk, high-reward world of junior mining stocks. ...Read More
Physical silver shortages, a looming sovereign debt crisis, and multipolar geopolitical stress are colliding. Martin Armstrong and Rafi Farber argue that declining faith in government not inflation alone is the primary driver pushing precious metals into a multi-year revaluation. ...Read More
Veteran financier and investor Jeff Phillips has survived multiple boom-and-bust cycles. His hard-won rules on people, share structure, patience, and knowing what you own remain the difference between lasting success and the graveyard of junior mining stocks. ...Read More
With final federal approval in hand and shovels ready to move in July 2026, Leigh Curyer's NexGen is transitioning from developer to builder at Rook I while a nearby discovery threatens to make the project even larger and the company remains the purest high-grade leverage to rising uranium prices. ...Read More
Fresh comments from NexGen's Chief Commercial Officer confirm that major technology companies are in active discussions about project finance and uranium offtake for the Rook I project adding a powerful new dimension to the already compelling supply-demand story. ...Read More