The week's pullback is small. The cash is real only where all-in costs stayed near $1,500 to $2,000 while the ounce is still above $4,000. Consider the gap. Do not buy the headline. ...Read More
The round number is not a discount. Silver already fell by about half from its January high. Today's break is the bond market, and a mining share is only as good as its cost at $59 ...Read More
Brad Langille can see a shortage coming and still not hand you a reason to own the stock. The reason is whether Los Ricos South pours on the cash he already has. ...Read More
He predicts a war, a fallen president, and a fallen kingdom. The only sentence an investor can use is the last one: when bonds fail, own what is not a promise. ...Read More
The hosts say you can skip the miner and buy the capital-light shop. John Ciampaglia's own story says that shop only works if the money stays. In the last bust, it did not. ...Read More
The bull case used to be a list. It is now one customer. Central banks are that customer, and $4,000 is where you find out if they stay. ...Read More
The crash from the January high already happened. Today's drop is yields. A Canadian silver stock is worth watching only if you know whether it is a mine, a shutdown, a study, or a stream. ...Read More
A bear market in the ounce does not hand you a shopping list. It asks which mine still throws off cash near $4,100, and which one has already told you the plan broke. ...Read More
The strongest rebound is a design feature of leverage, not a forecast. A bullion fund can only give you the metal back. A miner fund, and a daily 2x fund, can give you more and take more on the way down. ...Read More
Gold is not failing as a rock. It is failing as the trade people bought. Brooks named the buyers, the real rate, and the dollar. The price near $4,096 says the scare he expected to pass has not passed. ...Read More
The minutes will change the tone. They will not change the map. Gold is testing a shelf near $4,100, with $4,000 and the summer lows underneath, and a stack of averages overhead that the metal has already lost. ...Read More
The mine gate is changing. It is not yet a shortage. China is restricting its own exports and importing everyone else's metal, while Goldman still has the official buyer doing almost all of the work. ...Read More
October does not need another list of cheap Canadian names. It needs five stories you can disprove. A penny stock you cannot falsify is a wish with a ticker. ...Read More
The rough patch was the month, not a single session. Four of these miners fell because the gold price fell. Kinross also fell because its mines missed. A bounce does not repair that difference. ...Read More
An average is a year of prices added up and divided. Gold already set a record in January and then lost roughly a fifth to a quarter of it. The 2027 call is a guess about where the year sits, not a date for the next peak. ...Read More
Traders took this month's rate increase off the table after a weak jobs report. They still price a December hike at about 84 percent. That gap, not the one-day bounce, decides whether gold and silver prices have a rally or a pause. ...Read More
A Canadian name on the Westinghouse door does not make the AP1000 a Canadian fuel cycle. The reactor Saskatchewan picks will decide who gets paid for the next half century. ...Read More
A government paper said upward mobility could die in Canada. The people who have governed the inputs will not say that out loud, and they will not change the tax code or the resource rules that feed the page. ...Read More
Simon Ridgway will not promise a resource. The historic tonnes are not NI 43-101. The only thing that settles Lentung is whether new core matches Union Carbide's. ...Read More
Generalist funds can book a hundred meetings and still not make a retail bull market. A fleck of gold in a headline is not a grade. Sell the crowd if you must. Do not confuse it with the deposit. ...Read More