Weekly Notes (4/8/2026)
Hycroft Mining disclosed a 53 million‑tonne resource grading 304 g/t gold, plus a 1.3 g/t gold intercept at its Vortex project. First Majestic Silver announced a restart of the Jerrit Canyon mine slated for the second half of 2027, with a feasibility study due in Q4 2026 and a current 7 million‑ounce resource that could generate 125‑200 k oz annually. Dryden Gold reported a 4.2 million‑tonne deposit averaging 32 g/t gold. The brief also hinted at upcoming Borealis Mining data, though details were truncated.
Friday Recap (4/3/2026)
The S&P 500 rallied after former President Trump said he would end the Iran conflict within weeks, lifting the index above 6,500. Gold, silver and mining stocks also recovered, though they remain well below their recent peaks. Analysts view the move...
Monthly Recap (4/2/2026)
Don Durrett’s April 2 monthly recap highlights sharp declines across major commodities and equities. Gold (AU) fell 20% to $4,506 per ounce, while silver (AG) dropped 43% to $69. The HUI mining index slipped 26% to 718, the S&P 500...
AI Live Zoom Transcript (3/22/2026)
On March 22, 2026 a Zoom podcast transcript was published alongside a link to Grok’s AI‑driven analysis of the conversation. The post invites readers to feed the raw transcript into their favorite AI prompts for deeper insight. Grok’s analysis is presented as...
Friday Recap (3/20/2026)
Gold prices plunged 10% this week, sitting 20% below the recent January peak of $5,608, while silver slumped 44% from its own high of $121. Both metals remain above their 200‑day moving averages, though they have slipped beneath the 100‑day...
Weekly Recap (3/13/2026)
The weekly recap highlights a sharp rise in oil to $99 amid the Iran‑Israel conflict, pressuring equities and widening the S&P 500 correction. Gold and silver have pulled back 10% and 33% respectively, but the author views these moves as...
My Latest SeekingAlpha Article: Silver Mining Stocks With Production Growth
The Seeking Alpha piece spotlights 18 silver mining companies that are projected to increase production over the next 12‑18 months. It highlights firms with expanding reserves, higher ore grades, and cost‑efficient operations, many of which are positioned in North America...
Mid-Week Macro (3/4/2026)
Gold and silver rallied sharply before a 7.7% correction, while the HUI miner index fell from a record 978 to 902. The S&P 500 stayed within a hundred points of its all‑time high, showing little reaction to the Middle East conflict....
Weekly Notes (2/25/2026)
Avino Silver released its 2026 guidance, targeting 2.5 million ounces at a $26 per ounce all‑in sustaining cost (AISC), a figure that falls short of analyst expectations but signals continued organic production growth. Discovery Silver disclosed a robust $410 million cash balance,...
Weekly Recap (2/20/2026)
The episode reviews the week’s market data and focuses on the Supreme Court’s decision that President Trump cannot use the Emergency Economic Powers Act to impose tariffs, prompting him to invoke Section 122 for a temporary 10% tariff that expires...