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
Record-high gold prices, muted festival demand in India, Trump's comments on a potential gold-backed dollar, and fresh scrutiny of the Federal Reserve have reignited debate about the stability of the post-Bretton Woods fiat system. Here's why gold is back in focus as a safe haven asset and what it could mean for Canadian gold mining companies in 2026. ...Read More
With gold trading at record highs in April 2026 amid central bank gold buying and safe haven demand gold, economist Judy Shelton's call for a new gold-convertible "Solidus" bond in her April 23, 2026 Gold Telegraph documentary could accelerate institutional demand for physical gold. For investors in Canadian junior miners and gold exploration companies, this creates powerful leverage to rising gold prices and a potential monetary system reset. ...Read More
In her first major documentary interview released April 23, 2026, economist Judy Shelton delivers a compelling defense of honest money and gold as the only dependable store of value. For investors in Canadian gold junior mining stocks and gold exploration companies Canada, her arguments point to a structurally bullish environment driven by central bank gold buying, fiat currency risks, and growing demand for sound money in 2026. ...Read More
From her groundbreaking 1989 book The Coming Soviet Crash to her high-profile battles over Federal Reserve policy and the gold standard, Judy Shelton has spent decades challenging the foundations of fiat money. In her first major documentary interview released April 23, 2026, she explains why sound money principles remain as relevant as ever in 2026. ...Read More
Economist Judy Shelton's first major documentary interview, released April 23, 2026, hosted by Alex Deluce on Gold Telegraph, delivers a compelling defense of sound money principles. Here's why she believes gold remains the only dependable reserve asset and what this means for Canadian gold mining companies, gold investment outlook 2026, and investors asking whether gold is a safe haven asset. ...Read More
In her first major documentary interview with host Alex Deluce on Gold Telegraph (released April 23, 2026), economist Judy Shelton makes a compelling case for returning to sound money principles. Here are the five biggest takeaways on the gold standard, fiat currency failures, gold as reserve asset, and the future of gold-backed stablecoins. ...Read More
In his April 22, 2026 interview with Kitco Mining's Paul Harris, Rick Rule explains why energy markets are still pricing fear rather than physical reality, why uranium companies stand to gain the most from the ongoing geopolitical crisis, and which gold mining deals he views as accretive in the current environment. ...Read More
JPMorgan's commodity strategist Natasha Kaneva highlights a massive mismatch in global oil supply/demand math, with 13.7 million barrels per day of supply disruption in April 2026 and record inventory draws. This energy shock is already raising diesel and power costs for miners here's the short-term and medium-term impact on major TSX gold producers. ...Read More
Analysts from Mercuria, Goldman Sachs, and JPMorgan describe a historic "black swan" aluminum market shock triggered by Gulf smelter force majeure and the ongoing Hormuz blockade. With visible inventories at just 1.5 million tons, this could be the biggest supply disruption in decades here's what it means for aluminum stocks, aluminum mining companies, and investors seeking exposure in 2026. ...Read More
With gold stuck in a broad, trendless range near its 200-day moving average and silver showing similar hesitation as of April 23, 2026, multiple technical signals and positioning data suggest another pullback may be developing. Here's a detailed technical and sentiment analysis, including potential buying opportunities on weakness. ...Read More
Global capital is pouring into copper amid structural supply deficits, surging demand from electrification, AI data centers, EVs, and renewable energy infrastructure. With the copper market outlook pointing to persistent tightness through 2026 and beyond, here's what investors need to know about copper investment opportunities, copper stocks to buy, and how to position for the ongoing commodity supercycle. ...Read More
With gold trading in a wide but directionless range near all-time highs as of April 23, 2026, speculators are on the sidelines, ETF flows remain negative, and correlations with traditional drivers have broken down. Here's what this means for major gold producers on the TSX in the short term (next 1-3 months) and medium term (3-12 months). ...Read More
In her first major documentary interview with host Alex Deluce on Gold Telegraph (released April 23, 2026), economist Judy Shelton delivers a powerful case for returning to gold as sound money and questions whether endless wars including the current Iran conflict serve as convenient triggers for monetary resets that benefit governments at the expense of citizens. ...Read More
With silver trading at elevated levels in April 2026 and strong industrial plus monetary demand driving the silver bull market, three established Canadian silver mining stocks offer attractive exposure for investors looking for best mining stocks to buy now, undervalued silver stocks, and long-term precious metals stocks Canada. ...Read More
With Brent crude hitting $103 per barrel amid US Navy intercepts of Iranian tankers and Tehran keeping the Strait of Hormuz effectively shut, geopolitical tensions are creating direct cost pressures on mining operations while boosting safe-haven demand for gold. Here's what Canadian mining investors on the TSX, TSXV, and CSE should expect this spring and which strategies could protect portfolios in a potential market crash 2026 scenario. ...Read More
As gold trades near $4,800 per ounce in April 2026 and the commodity supercycle gains momentum, Rick Rule and other experts highlight companies with low-cost production, massive reserves, strong balance sheets, and multi-decade mine lives. These three Canadian gold mining stocks are positioned to deliver resilient performance through recessions and significant upside over the next 10 years. ...Read More
On April 21, 2026, the Association for Mineral Exploration (AME BC) issued a strongly worded statement expressing "deep disappointment" with Premier David Eby's decision not to introduce DRIPA amendments or suspension legislation in the spring session. Todd Stone and industry voices say prolonged indecision is frustrating BC's critical minerals ambitions, making capital raising harder and threatening the 2026 exploration season. ...Read More