: Gold and silver prices have run "hot" in 2026, with gold trading well above $3,000 and silver over $90 per ounce, leading to record margins for senior producers.
Brian Leni: Mining Due for "Flood of Money," How I'm Positioning investors looking buy mines
: Strong earnings from senior producers like Newmont Corp. are driving acquisitions of mid-tier and junior companies to secure future resource pipelines. Investment Profile: "Offense" vs. "Defense" : Gold and silver prices have run "hot"
Investing in mines as of early 2026 is a "long-dated conviction bet" driven by a structural shift toward global electrification and energy infrastructure. While historically cyclical and risky, the sector is currently benefiting from projected metal deficits (particularly copper) and high commodity prices. with gold trading well above $3