Despite gold's sharp 2026 correction from record highs, Bank of America highlights compelling valuations in gold mining stocks, with attractive multiples, strong free cash flow potential, and operating leverage that could drive significant upside as the metal recovers. ...Read More
After dramatic 2025-2026 gains followed by a sharp correction, silver's unique blend of record industrial demand (solar, EVs, AI) and monetary safe-haven appeal positions it for potential outperformance versus copper, which faces near-term macro headwinds and shifting supply dynamics. ...Read More
Despite trimming its 2026 average price forecast amid softer near-term investor demand, JPMorgan maintains a strongly bullish long-term stance, targeting $6,000/oz by Q4 2026 and up to $6,300/oz in 2027, citing resilient central bank buying and structural tailwinds as reasons for investors to consider current levels after the sharp correction. ...Read More
While maintaining an upside bias for gold in the second half of 2026, Morgan Stanley warns that a more hawkish Federal Reserve could slow the return of Western ETF demand, potentially pushing the timeline for reaching $5,200 per ounce further into the future. ...Read More
After a sharp ~25% correction from early 2026 highs, institutional fund managers now view gold as the least overvalued asset in more than two years amid rising stagflation concerns but does this signal a compelling entry point for long-term investors? ...Read More
Despite a cooling domestic market and modest official PBOC additions, China imported a massive 163 tonnes of gold in May 2026 the highest in over two years signaling resilient Asian physical demand that could underpin global prices and benefit high-quality Canadian gold producers. ...Read More
As Canada confronts 1970s-style producer price shocks, a weakening loonie near 25-year lows, and a cost-of-living crisis that is quietly stripping joy from everyday life, gold emerges not as a speculative bet but as essential insurance for preserving purchasing power amid policy missteps and stagflationary pressures. ...Read More
Gold mining equities deliver powerful leverage to rising bullion prices and have outperformed the metal in multiple cycles, yet their amplified swings demand rigorous analysis, strong risk management, and a long-term horizon for precious metals investing. ...Read More
Amid a sharp 20-25% correction from early 2026 record highs near $5,589/oz to levels around $4,100-$4,200/oz in mid-June, seasoned investors and analysts see an opportunity in leveraged gold mining equities as structural bull market drivers remain intact and margins expand on any recovery. ...Read More
Renowned resource investor Eric Sprott backs the junior explorer's push to commercialize Canada's first confirmed subsurface natural hydrogen system in Saskatchewan, strengthening the balance sheet for expanded drilling and critical minerals advancement amid growing interest in domestic clean energy sources. ...Read More
Technical breakdowns, persistent macro pressures, and selective analyst downgrades suggest the sharp 2026 pullback in gold may have further to run before any meaningful recovery takes hold despite longer-term structural support. ...Read More
Despite trimming its 2026 average price forecast amid a sharp correction from record highs, JPMorgan maintains a strongly constructive stance on the gold bull market, citing resilient central bank demand, fiscal risks, and geopolitical tailwinds as reasons for investors to view current levels as a potential gold investment opportunity. ...Read More
After a sharp correction from record highs, HSBC's latest analysis points to a healthy consolidation phase in the gold market driven by structural demand from central banks, fiscal pressures, and safe-haven needs creating potential entry points for disciplined precious metals investors with a long-term horizon. ...Read More
From Enbridge's U.S. pivot and regulatory paralysis to Carney's eulogy for the old order, Canada's resource sector faces historic stress. Speculators who read the geopolitical tea leaves can still profit. ...Read More
From Enbridge's record U.S. shift and blocked Canadian projects to a fragile CUSMA position and developer bailouts why Canada's resource sector is paying the price. ...Read More
Podcast interview highlights AP1000's deployment readiness, cost-reduction potential through fleet builds, and major economic upside for Saskatchewan uranium. ...Read More
How the landmark Westinghouse acquisition is positioning Cameco to capture value across mining, fuel fabrication, reactor technology, and the global nuclear renaissance. ...Read More
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