Looking back to the PDAC 2026
After the Israel + US war against Iran has been taking the front stage during last two months, it is about time to have a closer look to what we carry away from the PDAC 2026.
First on the “PDAC curse”: it has been a self inflicted injury. As soon as it became obvious that the goals set prior to this conflict were not going to get realized in a few days, general stock markets sold off, while unwinding the leverage caused precious metals to sell off. The implication for mining enterprises is kind of self-evident, though the catastrophic leverage to the down-side did not really materialize.
A few videos of Investing News Network, with Charlotte McLeod interviewing some reknown analysts.
Joe Mazumdar: Bullish on Copper, but Time to Hold Gold is Now
Joe Mazumbdar has taken over Exploration Insights from Brent Cook, who ran that investment letter for decades.Rick Rule: Gold Price in War, Silver Strategy, Oil Stock Game Plan
Source: https://gwyde.blogspot.com/2026/04/looking-back-to-pdac-2026.html
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