Despite gold's significant pullback from 2026 highs, major banks including JPMorgan, Goldman Sachs, Bank of America, Wells Fargo, and others maintain ambitious price targets around or above $5,000/oz, citing resilient central bank demand and structural drivers that could support a renewed rally in precious metals. ...Read More
Legendary investor Eric Sprott highlights silver's compelling risk-reward as industrial demand from AI infrastructure, solar, and EVs collides with chronic supply deficits, positioning the white metal for potential outperformance if speculative tech exuberance fades and capital rotates toward tangible assets with real-world utility. ...Read More
JPMorgan's reduction of its Q4 2026 gold price target to $4,500/oz from around $6,000 reflects near-term demand softness and Fed policy risks, yet structural tailwinds from central bank buying and longer-term forecasts suggest the move may represent a recalibration rather than a fundamental shift in the precious metals outlook. ...Read More
With gold prices fluctuating around the $4,150/oz level amid shifting Fed expectations, a firmer U.S. dollar, and ongoing central bank accumulation, the precious metal is increasingly viewed through a tactical lens in the second half of 2026 offering potential opportunities for investors weighing short-term volatility against structural demand drivers. ...Read More
As spot gold pulls back modestly toward $4,150/oz amid a firmer U.S. dollar and anticipation of Federal Reserve meeting minutes, investors weigh short-term rate-hike concerns against resilient structural demand from central banks and the metal's role as a portfolio diversifier in an uncertain macroeconomic environment. ...Read More
Legendary resource investor Rick Rule sees compelling value in gold mining equities after 2026's correction from record highs, citing strong operating leverage at current gold prices, attractive valuations, and the potential for significant re-rating in a structural bull market for the metal with particular relevance for Canadian gold stocks and investors seeking quality assets. ...Read More
Legendary resource investor Rick Rule highlights attractive valuations and operating leverage in gold mining equities after the 2026 correction from record highs a potential generational setup for patient capital in quality Canadian gold stocks and junior gold miners amid structural bull market drivers. ...Read More
Silver breaks above the $60 level in early July 2026 on softer U.S. jobs data and reduced expectations for aggressive Federal Reserve tightening a potential turning point for the white metal's dual monetary-industrial drivers and a catalyst for leveraged exposure through silver mining stocks, including Canadian names on the TSX. ...Read More
Following a sharp correction from 2025-early 2026 highs, silver stabilizes and shows relative strength versus gold in early July 2026 on easing rate-hike expectations driven by its dual monetary-industrial role, supply dynamics, and leverage potential for mining equities, including Canadian silver stocks. ...Read More
Accelerating official-sector purchases averaging 1,000 tonnes annually over the past four years and with a record 45% of central banks planning further increases continue to provide structural support for gold prices even after 2026's sharp correction from record highs, with significant implications for gold investment strategies and Canadian mining equities. ...Read More
After plunging from January 2026 highs above $5,500/oz and posting its worst quarterly decline in 13 years, gold stabilizes near $4,170 amid softening U.S. jobs data and fading rate-hike expectations raising questions about whether a sustained rebound is underway and what it means for Canadian gold mining stocks and investors. ...Read More
Michael Pento warns of slowing U.S. growth and Fed rate cuts ahead positioning gold miners for outsized gains through expanding margins, falling input costs, and attractive valuations in a disinflationary environment. ...Read More
Economist David Rosenberg sees the Canadian dollar in a structural bear market due to productivity gaps and competitiveness challenges with the U.S. creating a powerful tailwind for Canadian gold miners through higher domestic prices and improved margins. ...Read More
For the first time since 1996, global central banks hold more gold than U.S. Treasuries as a percentage of reserves, signaling a profound loss of confidence in traditional safe assets and a structural bid for hard commodities. For Canadian and global mining investors, this official-sector rotation represents one of the most powerful long-term tailwinds for gold, silver, and select critical metals producers in decades. ...Read More
In his latest analysis, macro strategist George Gammon highlights eerie parallels between today's inflation spike, oil volatility, rising rates, and weakening labour market with the pre-2008 environment signaling a likely recession and potential hard landing. For Canadian mining and energy investors, this scenario underscores the critical importance of gold as a hedge and high-quality resource assets as the ultimate post-reset opportunity. ...Read More
Equinox Gold EVP Ryan King joins The David Lin Report to discuss sovereign debt risks driving gold toward $17,000/oz, the structural bull market in hard assets, and how the company's transformative mergers are building North America's next senior gold producer. ...Read More
Premier Danielle Smith's surprise announcements a new southern pipeline route backed by private capital, doubled oil sands production with advanced carbon capture, and natural gas powering AI and provincial growth deliver a strategic masterstroke that catches Ottawa off guard and signals a decisive shift toward resource-driven prosperity. ...Read More
Joseph Barbuda warns of an imminent hard landing driven by Canada's extreme private debt bubble and real estate overhang with bailouts accelerating moral hazard. For investors, gold and resource assets offer protection against a weakening CAD while positioning for a post-reset resource renaissance. ...Read More
As Trump revives Hamilton's American System of production, infrastructure, and national industry, Canada stands at a pivotal crossroads: shift from resource colony to indispensable North American partner or remain on the sidelines of continental renewal. ...Read More
Leveraging Proximity, Vast Reserves, and Shared Strengths, Canada Can Become the Indispensable North American Resource Ally, Supporting US Energy Security, AI Leadership, and Long-Term Prosperity While Driving Its Own Productivity and Economic Renaissance ...Read More