Veteran strategist Jim Rickards maintains his high-conviction call for gold to reach $10,000 per ounce by mid-2027 or sooner, citing fractal market dynamics, persistent central bank accumulation, de-dollarization pressures, and the potential for a systemic crisis that could accelerate the next major leg of the gold bull market. ...Read More
Silver Pulls Back From 7-Week High Despite Soft CPI: Can Bulls Restart Rally? ...Read More
July's unexpectedly sharp 0.6% drop in U.S. retail sales the largest in over a year prompted an immediate rebound in gold prices by reducing expectations of a September Federal Reserve rate hike, raising the question of whether this gold price recovery can evolve into a more sustained gold rally. ...Read More
With the U.S. Strategic Petroleum Reserve approaching its legal floor in roughly nine weeks and Japan fully dependent on American oil supplies amid a blocked Strait of Hormuz, a potential yen crisis could force Treasury sales, spike yields, and ultimately drive gold and silver higher making expert guidance essential in these unprecedented times. ...Read More
Recent profit-taking has pulled platinum lower from multi-week highs near $1,750-$1,800, yet forecasts from the World Platinum Investment Council continue to project a fourth consecutive annual market deficit in 2026, raising the question of whether constrained mine supply and depleting inventories can ultimately reassert support for the metal and related equities. ...Read More
July's contained consumer price data provided a near-term lift to XAU/USD and XAG/USD by tempering aggressive rate-hike expectations; with producer prices also coming in softer than anticipated, markets are assessing whether the combination can sustain momentum or if residual inflation and dollar strength will cap the precious metals outlook. ...Read More
As real-world asset tokenization accelerates and the tokenized gold market expands to multi-billion-dollar scale with 24/7 trading and fractional ownership, investors and institutions are examining whether gold-backed digital assets could bridge traditional safe-haven demand with blockchain efficiency while navigating custody, regulatory, and operational complexities. ...Read More
In the volatile landscape of precious metals markets, few assets command as much attention from institutional strategists, central bankers, and individual investors as gold. As of August 13, 2026, the spot price of gold hovered in a range around $4,350 to $4,440 per troy ounce, reflecting a partial recovery from July lows near $3,986-$4,000 while remaining substantially below the all-time highs reached earlier in the year near $5,500-$5,600. ...Read More
Citigroup reiterated its bullish silver targets of $75/oz in the next 0-3 months and $90/oz over 6-12 months, citing recovering investment demand that should outweigh softening industrial use. With spot near $65, a sixth straight structural supply deficit, and potential catalysts from Hormuz de-escalation plus a less hawkish Fed, the forecast asks whether a sustained silver rally is underway. ...Read More
New mining graduates require years to become fully productive. The professionals who can advance a deposit from discovery to production today are already working and a large share of them are based in or operate through Vancouver and Toronto. Education funding is long-cycle; the expertise is available now. ...Read More
Canada was originally structured as a resource supplier within the British imperial system. The modern evolution is toward a platform that supplies capital, technical expertise, and listed vehicles for continental and Five Eyes resource security. The formal Crown layer remains; the functional layer is increasingly hemispheric. ...Read More
While Washington subsidizes future mining graduates, the existing global pool of English-speaking professionals who understand North American permitting, capital markets, and project execution is disproportionately Canadian. In a Fourth Turning contest over resources, that human capital becomes a strategic asset. ...Read More
A multi-billion-dollar U.S. strategic stockpile requires reliable, transparent offtake. Many of the cleanest and best-understood deposits that could supply it sit inside companies that report under Canadian continuous-disclosure rules and trade on Canadian exchanges. The governance infrastructure is already friendshored. ...Read More
Canadian-listed juniors and seniors already hold significant U.S. mineral properties. American institutional capital already flows through TSX and TSX-V vehicles. The political rhetoric of deeper continental integration is attempting to formalize a capital and operational reality that has been developing for decades. ...Read More
Washington has committed substantial funding to expand domestic mining education. New graduates, however, will take years to reach full productivity. The people who already know how to permit, finance, explore, and build mines at North American scale remain heavily concentrated in Vancouver and Toronto. ...Read More
Robert Friedland stood with the President promoting American mining dominance while his key vehicles remain dual-listed or deeply rooted in Canadian capital markets and talent networks. Ivanhoe Electric's Arizona copper flagship is being financed with U.S. support, yet the operational and financial architecture still draws on Canadian systems. ...Read More
The United States graduates only about 170 mining engineers a year while China produces thousands. Canada's universities, consulting firms, and listed companies already supply a disproportionate share of the world's English-speaking mining talent and technical services. Washington is pouring money into new American programs; the deepest ready bench sits north of the border. ...Read More
Spot gold spiked above $4,438 per ounce after the July U.S. CPI report came in line with forecasts, cooling near-term rate-hike expectations and lifting bullion to multi-week highs. With technical momentum improving and structural support intact, attention has shifted to whether the next major gold price target at $4,500 is now within reach. ...Read More
Spot silver has stabilized and held above the $65 level in mid-August 2026 as markets await and digest the latest U.S. CPI release. With a multi-year structural supply deficit, resilient industrial demand, and improving technical momentum, attention has turned to whether the next major resistance near $70 is achievable in the current move. ...Read More
Spot gold has reclaimed and held levels above $4,400 amid a softer U.S. dollar and reduced near-term Federal Reserve rate-hike odds following recent employment data. Technical momentum, steady central-bank demand, and shifting interest-rate expectations have revived the question of whether a sustained move toward the $4,500 target is now within reach. ...Read More