Gold has stabilized and shown signs of rebounding after its worst monthly performance since 2008, as ceasefire uncertainty in the Iran conflict keeps geopolitical risk premium elevated and reinforces gold's role as a safe-haven asset. ...Read More
Eric Nuttall, lead portfolio manager at Ninepoint Energy Strategies, has described the current situation as "the worst energy crisis of our lifetimes." The effective closure of the Strait of Hormuz and massive supply destruction from the Iran conflict will keep oil and diesel prices elevated for months ...Read More
Chris Martenson warns that the Iran conflict has triggered a structural oil supply shock with lasting consequences. Higher diesel and energy costs will push All-In Sustaining Costs (AISC) higher for Canadian miners, creating a clear bifurcation between resilient, low-cost operators and those facing margin compression. ...Read More
After one of its worst monthly performances since the 2008 Lehman crisis, gold has stabilized and shown signs of basing as ceasefire uncertainty in the Iran conflict persists. Canadian gold stocks on the TSX and TSXV, having corrected meaningfully, now offer compelling risk/reward for the remainder of 2026. ...Read More
Canada's stable jurisdiction, vast undeveloped resources, and supportive policies position select junior mining stocks for significant upside in the 2026 energy transition and Western supply-chain realignment. Here is a focused guide for retail investors on the best critical minerals stocks in Canada. ...Read More
Flow-through shares offer immediate tax deductions and up to 30% CMETC credit on critical mineral exploration, while regular shares provide full liquidity and long-term ownership. Here is a complete 2026 comparison to help Canadian retail investors choose the right strategy for junior mining speculation. ...Read More
While the world focuses on the Iran war's impact on oil and LNG, veteran resource investor Doug Casey has declared himself "a big fan of coal" and "bullish on coal stocks." Here's why the current energy crisis could create short-term opportunities in coal mining stocks despite long-term decarbonization pressures. ...Read More
Flow-through shares combined with the federal Critical Minerals Exploration Tax Credit (CMETC) remain one of the most powerful tax-advantaged tools for Canadian retail investors in 2026, allowing up to 30% direct federal tax credit on qualifying critical mineral exploration expenses while supporting junior mining exploration. ...Read More
Junior gold stocks offer some of the highest asymmetric upside in the mining sector. In 2026's volatile gold market, retail investors who know exactly what to look for in Canadian gold exploration companies can position for 5x-10x returns while managing the inherent high risk. ...Read More
The recent pullback in gold, silver, and copper has created attractive entry points for select high-quality TSXV junior mining stocks with strong discovery potential, upcoming catalysts, and leverage to a potential commodity rebound in 2026. ...Read More
With gold trading in a secular bull market amid geopolitical uncertainty, central-bank buying, and persistent inflation pressures, gold ETFs offer a simple, liquid, and cost-effective way for investors to gain exposure to the yellow metal without the storage or security challenges of physical bullion. ...Read More
Silver has corrected sharply from recent highs near $80/oz and is now trading in the $72-$76/oz range as of April 9, 2026. This pullback has created attractive entry points for quality Canadian silver producers and developers with strong leverage to any rebound driven by industrial demand or renewed safe-haven flows. ...Read More
While gas prices dominate headlines, the Iran war is destroying supply at the beginning of long production chains aluminum, helium, plastics, naphtha, sulfur, and fertilizer components. This hidden shock raises input costs for Canadian miners today while accelerating Western demand for secure supplies of copper, uranium, nickel, cobalt, and gold. ...Read More
As governments accelerate CBDC pilots, digital IDs, and programmable money in 2026, physical gold and silver remain the last truly independent forms of wealth outside the reach of banks, surveillance, and financial control. ...Read More
Canadian gold stocks on the TSX and TSXV display strong technical breakouts and attractive valuations versus spot gold near $4,500-$4,800/oz, yet surging diesel prices and the April 1, 2026 industrial carbon tax hike to $110 per tonne create a major margin headwind that could delay the next leg higher for many open-pit operators. ...Read More
PBOC adds gold for the 18th consecutive month through March 2026, pushing official reserves higher amid de-dollarization efforts, geopolitical tensions, and a strategic shift toward hard assets. ...Read More
Initial relief rally on the conditional Iran truce quickly reversed as markets digested ongoing uncertainty over the Strait of Hormuz. Gold gave back gains while oil remained volatile, creating a complex environment for TSX-listed gold, uranium, and critical minerals stocks. ...Read More
Strait of Hormuz reopening following the conditional Iran truce removes the immediate supply-disruption premium, sending copper prices up sharply and delivering a clear near-term lift to select Canadian copper mining companies while exposing company-specific risks in others. ...Read More
Iran truce optimism triggers sharp oil selloff, sending prices below $100 for the first time in weeks. Lower diesel and energy costs deliver immediate and meaningful margin expansion for open-pit Canadian gold miners already operating in a structurally bullish gold environment. ...Read More
Rick Rule's 2025 investment symposium in Boca Raton delivered battle-tested principles on gold, silver, uranium, oil & gas, and disciplined speculation. Attendees who internalized these ideas gained a clear edge as gold corrected sharply, energy prices surged amid the Iran conflict, and volatility returned to Canadian mining stocks in early 2026. ...Read More