Mining Insights, Trends & Investment Strategies

ZGD Is Up 107% in a Year - What's Fuelling This Gold Mining ETF's Historic Run?

April 01, 2026

The BMO Equal Weight Global Gold Index ETF (ZGD) has delivered a remarkable 107% return over the past 12 months as of March 31, 2026, driven by central bank gold buying, safe-haven demand, and the leveraged upside of gold miners in a volatile but structurally bullish precious metals environment. ...Read More

Safe Haven Demand Returns: Why ZGD Is Back on Investor Radar

April 01, 2026

As global economic uncertainty intensifies and central banks continue aggressive gold buying, the BMO Equal Weight Global Gold Index ETF (ZGD) is drawing renewed investor interest in 2026 offering equal-weighted exposure to gold miners with a Canadian tilt at a time when risk-off assets are regaining favour. ...Read More

XGD vs CGL in 2026: Complete Breakdown for Gold Mining ETF Investors

April 01, 2026

XGD delivers leveraged exposure to global gold miners with a Canadian tilt, while CGL offers direct physical gold ownership in CAD here's the definitive 2026 comparison of fees, holdings, performance, currency risk, tax treatment, and which ETF best fits your gold investment strategy. ...Read More

XGD vs GDX: Which Gold Mining ETF Is Right for You?

April 01, 2026

XGD (iShares S&P/TSX Global Gold Index ETF) offers Canadian-dollar exposure to a TSX-heavy gold miners index, while GDX (VanEck Gold Miners ETF) provides U.S.-listed global diversification here's a detailed comparison of fees, holdings, performance, currency risk, and tax implications to help Canadian investors choose the best gold mining ETF for their 2026 portfolio. ...Read More

Bloomberg's McGlone Says Silver May Have Hit Generational Peaks in 2026 - What It Means for Investors

April 01, 2026

Bloomberg Intelligence strategist Mike McGlone warns that silver's explosive rally to $120 per ounce in January 2026, followed by a sharp pullback to around $74, may mark a generational peak a view that challenges the bullish consensus and carries major implications for precious metals investors in the remainder of 2026. ...Read More

Oil Shock 2.0: Russian Baltic Ports Crippled by Ukrainian Drones as Iran War Rages - Surging Pump Prices, Record Diesel Costs, and Renewed Inflation Risks for Canadian Miners and Investors in 2026

April 01, 2026

Ukrainian drone strikes have slashed Russian Baltic oil exports to the lowest level since the 2022 invasion, compounding the Iran war disruptions and pushing Canadian diesel prices to record levels creating a dual-supply shock that threatens miner margins and reignites 2026 inflation fears. ...Read More

Gold and Silver Stabilizing After Sharp Selloff - Technical Setup for Rebound?

April 01, 2026

Silver prints a large hammer candle and consolidates near key resistance while gold defends the 200-day moving average with conviction technical signals point to exhaustion of selling pressure and potential rebound in precious metals. ...Read More

Gold's March Pullback Is Technical, Not a Breakdown

April 01, 2026

Gold's sharp March 2026 decline its worst month since the 2008 Lehman crisis was driven by technical liquidation, leveraged unwinds, and temporary risk-asset behaviour, not a fundamental breakdown; analysts see the move as a healthy consolidation ahead of renewed upside supported by structural drivers. ...Read More

Goldman Sachs Strategists Advise Holding More Cash Now - And Avoid These Sectors

April 01, 2026

Goldman Sachs maintains a defensive tilt amid rising stagflation risks, recommending higher cash allocations and overweight positions in defensive sectors while underweighting cyclicals such as consumer discretionary and autos that face rising input costs and China competition. ...Read More

Capital Flows 2026 - Where Mining Money Will Rotate After Q1's Brutal Stagflation Shock, Oil Crisis, and Gold's Worst Month Since Lehman

March 31, 2026

After the worst quarter for tech since the SaaSpocalypse, a private-credit crunch, AI capex exhaustion, and the Iran war triggering gold's worst month since Lehman. Is capital preparing to rotate into Canadian gold, energy, and stable-jurisdiction critical minerals for the remainder of 2026? ...Read More

Goldman Sachs Reaffirms $5,400 Gold Target After Sharp Monthly Decline

March 31, 2026

Despite a sharp monthly decline in gold prices amid geopolitical tensions and a stronger U.S. dollar, Goldman Sachs maintains its year-end 2026 target of $5,400 per ounce, citing sustained central bank demand and private-sector diversification as the key structural drivers. ...Read More

Morgan Stanley's Wilson Says S&P 500 Correction Is Entering Final Phase

March 31, 2026

Morgan Stanley's Mike Wilson states that growing evidence shows the S&P 500 correction is getting closer to its ending stages even as the Iran war continues but warns that Federal Reserve interest-rate hikes still pose a threat to stocks in the near term. ...Read More

Gold Acting Like a Risk Asset in 2026 - HSBC Warn of Short-Term Volatility

March 31, 2026

HSBC commodities analysts warn that gold is behaving more like a risk asset in 2026, with retail and leveraged flows driving sharp sell-offs despite geopolitical tensions but the long-term macro drivers remain supportive. ...Read More

Why Rick Rule Is Still Bullish on Gold for the Next 5-10 Years

March 31, 2026

Rick Rule explains why he remains structurally bullish on gold and gold equities for the next 5-10 years despite current 40-50% drawdowns, citing unsustainable debt, inevitable quantitative easing, currency debasement, and central bank demand as the key long-term drivers. ...Read More

Stocks Down 40-50%: Opportunity or Warning Sign? Rick Rule Explains

March 31, 2026

Rick Rule reveals why many gold equities trading 40-50% off their 2026 highs are not a warning sign but a classic "40% off sale" for prepared contrarian investors and shares the 10-year lesson on emotions that separates patient buyers from panicked sellers in the current precious metals cycle. ...Read More

It Took Me 10 Years to Learn This: Rick Rule on Mastering Emotions in Precious Metals Investing

March 31, 2026

Rick Rule reveals the single hardest lesson he learned over a decade in markets emotions are the investor's greatest enemy in precious metals and shares practical contrarian strategies to stay disciplined through volatility, panic selling, and the 2026 precious metals bull market. ...Read More

How Tether Gold (XAUT) Is Connecting Blockchain and Mining Cash Flows

March 30, 2026

Elemental Royalty's maiden dividend election the first in the mining industry to offer payment in Tether Gold (XAUT) tokens demonstrates how tokenized physical gold can directly link proven royalty cash flows to blockchain-based digital ownership, creating a new model for digital gold investing and tokenization of real world assets. ...Read More

Gold Tokenization Is Entering Mining - Elemental's XAUT Move Explained

March 30, 2026

Elemental Royalty becomes the first public mining royalty company to offer shareholders the option to receive its maiden dividend in Tether Gold (XAUT) tokens a groundbreaking step that bridges physical gold royalties with blockchain-based digital gold investment and marks the beginning of tokenized commodities in the mining sector. ...Read More

Gold Rally Could Reverse Faster Than Investors Expect - Economist Hama Hussain

March 30, 2026

Capital Economics' commodities economist Hama Hussain warns that the same tailwinds that drove gold to nearly $6,000 in early 2026 are now reversing, with prices potentially falling to $3,500 by year-end as central-bank buying slows dramatically and speculative demand unwinds. ...Read More

Rob Bruggeman: Why $10,000 Gold Is Possible as Global Crisis Risks Rise - Key Lessons for Mining Investors in 2026

March 30, 2026

Rob Bruggeman Reveals Why $10,000 Gold Is Plausible, How the Next Bailout Cycle Will Drive Mining Stocks, and Why Most Investors Need Expert Guidance to Succeed in Today's Volatile Junior Mining Environment ...Read More

Share to Youtube Share to Facebook Facebook Share to Linkedin Share to Twitter Twitter Share to Tiktok