Commodity Culture
KOSA Resources is positioned for the next leg up in the uranium market.
The uranium mining sector is positioning itself for its next leg up, which could happen in 2026.
The current muted periods in uranium are healthy for a longer-term bull market.
Uranium's supply and demand fundamentals are as strong as they have ever been.
Consolidation periods are important for the health of a longer-term bull market in uranium.
Longer-term investors are starting to pay more attention to uranium.
Silver stocks represent better speculative outcomes than physical silver.
Silver miners represent a better speculative outcome than physical silver.
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Copper's breakout above the $6 handle is real, and silver is tagging along for the ride.
The future trajectory of silver prices is uncertain, with both positive and negative factors.
The global economy is not performing well, leading to a negative outlook on base metal commodities.
The cost of fossil fuels could eventually outweigh their benefits over the next couple of decades.
The war in Iran will affect the broader economy and precious metals prices.
China could become the next global economic superpower.
Silver is critical for alternative energy like solar, AI, high tech, and batteries.
Silver prices will soar when the paper market collapses and supply-demand fundamentals kick in.
Wealthy Gulf State individuals are selling their gold in bulk to Hong Kong at a discount.
China is fighting back significantly against US sanctions.
Physical gold is the only ultimate solution for China in its conflict with US sanctions.
Gold and silver mining stocks will thrive as the precious metals bull market advances.
Over 700 tons of central bank gold purchasing is going to happen in 2026.
Inflows into gold ETFs will continue through the second half of 2026.
The Iranian conflict is not going to end anytime soon.
There is a clash between soaring industrial demand and investor/monetary demand for silver.
A coming credit bubble burst could send the global economy into oblivion.
If the US uses ground troops in Iran, there will be massive casualties.
It is highly unlikely that Iran will give in or surrender after a US attack.
Soon after April 20th, America will launch a massive attack on Iran.
The US attack on Iran will be on Bander Abbus, not on the islands in the straits like Kagg.
If the US uses ground troops in the attack on Iran, there will be massive casualties.
America will launch a massive attack on Iran soon after April 20th, when the ceasefire expires.
It is highly unlikely that Iran will give in or surrender after the US attack.
The US attack on Iran will target Bander Abbus, not the islands in the straits like Kagg.
The US economy is either currently in a recession that is not yet known or is heading into one.
Credit card delinquencies and defaults in the US are increasing and will continue to worsen.
The Gold Silver Ratio (GSR) will decrease from 120 down to 40.
Gold and silver will reach new all-time highs at some point ahead.
Silver will outperform gold because it is becoming a monetary metal.
The deficit of over 100 million ounces in above-ground silver due to investor money will not change.
Silver will outperform gold because silver becomes a monetary metal.
Gold and silver are headed to new all-time highs at some point ahead.
Gold price will see some stability, stabilizing around $4,700-$4,800.
Gold price will see some stability around the $4,700-$4,800 level.
Gold price will reach $6,000 by the end of 2026 and $7,000 by the end of 2027.
The current pullback in gold and silver due to the Iran conflict is a great buying opportunity.