A Major Rotation Toward Gold Stocks May Be Underway
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August 31, 2026
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The bottom is well behind us. The more important question now is what comes next for Gold and gold stocks. There is a key development taking place beneath the surface. Gold stocks are outperforming Gold now, and over the quarters ahead, capital could shift away from technology stocks toward Gold and gold stocks. Several charts are worth watching closely. GDX …
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Is Copper Going to Trade $7 per Pound?
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August 31, 2026
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I asked if copper could still rally after reaching a long-term target in a June 5, 2026, Barchart article, where I concluded with the following: In early June 2026, COMEX futures were around $6.30 per pound, while LME forwards were over $13,900 per ton. While upside targets of $6.8030 and $15,000 per ton are possible, risk-reward could favor the downside in the …
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Can Higher Critical Mineral Prices Create Value Without a Profitable Main Mine?
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August 31, 2026
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Ruthenium rose from approximately US$560 to US$1,750 per ounce over 12 months as the market faced a forecast 203,000-ounce deficit for 2026, but higher prices cannot independently increase mine supply because the metal is recovered only alongside platinum and palladium. More than 90% of mined platinum group metal (PGM) supply comes from South Africa, Russia, and Zimbabwe, so stronger ruthenium …
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