Now Gold is off 20% from the high and AISC is at $1,823/oz up 16%. Gold Miner profits are already off 37% from 1Q26 without including higher Diesel due Iran war. Problem is the average Gold miner is trading near 1Q26 highs.

Is $SILVER getting ready to outperform US Markets $SPY? #MeltUp

🚨 MICHAEL BURRY IS QUIETLY BETTING ON COPPER "Big Short" investor Michael Burry just disclosed new changes to his portfolio in his latest Substack post. Burry is making a fresh bet on copper, buying Ero Copper $ERO as his newest commodity-linked long position. His latest disclosed moves: 1. Bought Ero Copper 2. Bought QXO 3. Added to Temple & Webster 4. Added to Sprouts Farmers Market 5. Added to Zoetis Burry said he is holding all of his bearish bets. "Neither shorts covered nor puts sold."

Critical Metals Shares Soar On Trump's Greenland Deal As Mining Stocks Eye Rebound After Summer Slump zerohedge.com/commodities/cr…

$FNAU has reported its first drilling update from Hayden Hill. 1,384 ft drilled to date First 3 holes intersected hydrothermal brecciation and alteration Assays pending from ALS Reno Full release: fourninesgold.ca/20260825-fo…

"Not Enough Raw Material!" - Resource Wars Put Tungsten In Crosshairs As Western Rearmament Supercycle Looms zerohedge.com/commodities/no…

🎙️Last week on Exploring Mining I sat down with Derek Macpherson, CEO of @WestPointGoldUS (TSXV: $WPG.V | OTCQX: $WPGCF), to discuss their upcoming  30,000-metre drill program -Drill targets; Northeast Tyro, Tyro Main, with follow-up at Black Dyke, Sheep Trail, Bull 8, and the Frisco Graben. -MRE Q4 -Royalty buyback; 100% ownership of Black Dyke and Bull 8 * sponsored post 🔗piped.video/yvGy01xvX98?si=FxfO…

🎙️Last week I sat down with CEO Cameron Tymstra, of Targa Exploration, $TEX.CN @TargaEx  to discuss the company’s second drill program underway at the Opinaca gold discovery in James Bay, Quebec. Two rigs are turning *Sponsored interview piped.video/yxJZkxK6flk?si=ZpOH…

🎙️Last week I sat down with Paul Huet, CEO of America’s Gold and Silver @americas_silver $USAS to discuss their silver production, antimony, and the bigger picture for the company  Full episode on YouTube and Spotify  “There's Going to be Ore for 50 Years" piped.video/MLD-vBDb9g4?si=5GNZ…

$USAS on the show tomorrow. What should I ask Paul ⛏️ dm questions #Silver #antimony

Sat down with Derek Macpherson, President & CEO of West Point Gold Corp. ($WPG.V | OTCQX: $WPGCF), to unpack the latest results from the company’s flagship Gold Chain Project in Arizona. Derek details the recently completed ~21,000-metre drill program across the Tyro Main Zone and high-grade Northeast Tyro and What’s Next for @WestPointGoldUS piped.video/4Hlv2MVkGBw?si=FXqi…

🎙️Axel Merk: What Warsh’s Fed Approach Means for Gold, & Gold Stocks In this episode of @Exploringmining host Cali Vanzant sits down with @AxelMerk to discuss Kevin Warsh’s influence on Federal Reserve policy, the path of potential rate hikes, what the 10-year real yield signals, and why he remains an investor in gold and mining stocks piped.video/L_pcifi7vEc?si=TNYI…

New Sheriff in Town: Kevin Warsh’s Fed Crackdown & What It Means for Gold & your Portfolio 🎙️Just dropped a new Exploring Mining episode with @NatInvestor Kevin Warsh as Fed Chair tackling inflation head. Gold & silver already discounting the moves, but short-term impacts hitting gold stocks & miners? Long-term bullish commodities outlook (oil, nat gas) amid supply constraints. Tune in for what it means for your portfolio in this new era. piped.video/ieH0qnoTZYo?si=r2c-… #gold #fed #energyprices

🎙️Just dropped: Follow-up with Kevin Reid, President & CEO of @AzEagleMining (TSX-V: $AZEM) on Exploring Mining. $8.6M financing closed, acquiring 3 past-producing high-grade silver mines along McCabe trend in Arizona. District-scale USA precious metals play with strong insider ownership & high-grade gold results at McCabe. #ad #silver #gold piped.video/1iUJrlfAbFY?si=DwTs…

Jeff Phillips: Prospect Generators, Drill Plays & Why Management Is Everything 🚀 New episode of @Exploringmining with Jeff Phillips - Commodities Bull market - Mindset for volatility - Share structure & Management Companies mentioned include @Kingsmen_Res $KNG.V @HeadwaterGold , $HWG.CN , @GladiatorMetals $GLAD.V, @GLMetals , $GRL.V, @DauraGold $DGC.V

This week I had a conversation with @TargaEx $TEX.CN CEO Cameron Tymstra on @Exploringmining about their Grassroots gold discovery at Opinaca, and current drilling at El Zanjon w/ visible gold. piped.video/f43XByzK7qE?si=mtyk…

Last week I had a great conversation with @AxelMerk on Macro Shifts Driving Precious Metals 🚀 Supply dynamics, Gold, Silver Market, & the Compelling Case for Miners piped.video/KQRyiswZSyc?si=3uSr…

Last week I sat down with Gary Evans, CEO of $UAMY to discuss their fast track plan to become the critical minerals powerhouse in North America. Hydromet technology, Tungsten, Cobalt, and all things Antimony  Must-listen for anyone into critical minerals stocks in 2026. @NYSE_UAMY piped.video/GCvBcIMnBXU?si=MCcQ…

Congrats to @AzEagleMining on their first day of trading (TSX.V: $AZEM) Kevin Reid, CEO joined me to talk about the highlights ⛏️ -McCabe mine: past-producing high-grade gold operation in mining-friendly Arizona -Inaugural 4,500m drill program underway -225 acres of patented (private) land and 3,350 acres of unpatented Bureau of Land Management (BLM) claims -historic resource estimate of 878,000 ounces of gold at a grade of 11.7 g/t