Rick Rule’s VRIC 2026 Warning: Why 90% of Junior Miners Are Trash

"90% of junior miners are trash."

Rick Rule didn’t come to VRIC 2026 to make friends. He came to teach math.

While industry legends Ross Beaty and Robert Quartermain confirmed on the main stage that we are in a new bull market, Rick issued a critical warning: A rising tide lifts the "leaky scows" too.

Don't let the bull market euphoria blind you. Stop listening to the adjectives and start auditing the verbs.

Jim Cramer Says Sell Silver; Market Immediately Buys

There is an old saying on Wall Street: "Don't fight the Fed." In the modern era, perhaps the saying should be: "Don't align with the pundit."

Yesterday, Jim Cramer voiced his skepticism on the current silver rally, suggesting the price action had become detached from reality and advising investors to cash out. The market response was immediate and contradictory, silver surged nearly 7% to break the $110 barrier.

Whether you view this as a short squeeze or simply the "Inverse Cramer" effect in action, the lesson for investors is clear. Momentum often defies logic, and in 2026, sentiment analysis is just as critical as fundamental valuation.

Are you holding your position or selling into the strength?

Shock and Ore: The White House’s Aggressive Mineral Strategy

The U.S. Department of Commerce and Secretary Howard W. Lutnick have announced a $1.6 billion investment into USA Rare Earth (NASDAQ: USAR). The deal is designed to accelerate the Round Top project in Texas and launch a new magnet manufacturing hub in Stillwater, Oklahoma.

This follows a trend of aggressive government backing in the sector, joining previous investments in MP Materials (NYSE: MP) by The Pentagon.

By taking a direct equity stake, The White House is signaling that materials for EVs, defense systems, and tech hardware are no longer just commodities, they are national assets.

Robert Friedland: Why We Need to Mine 10,000 Years of Copper in 18 Years

Robert Friedland has never been one to mince words, and his latest warning for Ivanhoe Mines and the broader sector is mathematically terrifying.

We are facing a "Copper Cliff." The data suggests we need to extract 700 million tonnes of copper in the next 18 years, matching the total output of humanity since 8,000 BC.

This isn't just about EVs or Tesla. As S&P Global and others have noted, the rise of AI data centers and the pivot toward national security stockpiling has created a "perfect storm" for base metals. We are hitting a grade cliff just as demand goes exponential.

If the incentive price for new mines really is $15,000/tonne, the economics of the green transition are about to change drastically.

The era of cheap metal is over. Are we ready for the price correction?

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