The Market Mindset – Unveiling Asymmetric Investment Opportunities

Gold and silver had a violent week.

After powerful, near-vertical moves, both metals pulled back sharply—triggering anxiety, hot takes, and a wave of misdiagnosis across financial media and junior mining circles. This livestream cuts through the noise and focuses on what actually drove the volatility.

We break down:

Why the pullback in gold and silver was mechanical, not philosophical

The difference between futures-driven selling and junior equity liquidation

Why silver unwound harder than gold—and why that matters

How profit-taking by experienced capital gets mistaken for “abandonment”

Why nothing fundamental changed in the long-term metals thesis

What this kind of volatility always does to sentiment in junior mining

Corrections after violent moves are not failures—they’re resets.
This session is about separating plumbing from panic, positioning from narrative, and volatility from conclusions.


#Gold #Silver #Metals #Commodities #MarketVolatility #PreciousMetals #JuniorMining #MiningStocks #Macro #HardAssets #InvestorPsychology

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What if the biggest economic story of the next decade isn’t stocks or rates — it’s resources?

In this edition of Today’s Take, Andrew O’Donnell welcomes Nic Tartaglia — author of Millennial Economics and founder of the Imperium Mind Macro Economics newsletter — for a high-caliber analysis of how critical minerals and energy security are redefining global economic power.

This isn’t about temporary price moves or short-term headline bets.

We’re talking about:

- Macro structural shifts driving resource supply, demand, and strategy
- How governments and corporations are weaponizing supply chains for geopolitical advantage
- Why energy security has overtaken climate ideology as the dominant policy driver
- What investors consistently overlook — and where real asymmetric opportunities may lie
- The emerging resource reality that will shape capital flows into the 2030s

Both wide-angle and boots-on-the-ground — this conversation connects the dots between data, policy, and market implications for critical minerals and energy supply around the world.

If you care about macro trends, real capital allocation themes, and where the next structural cycles are forming — this is one you won’t want to miss.
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#TodaysTake #NicTartaglia #MillennialEconomics #ImperiumMind #CriticalMinerals #EnergySecurity #MacroEconomics #ResourceReality #Commodities #Geopolitics #SupplyChainResilience #InvestingInsights #CapitalMarkets #LongTermTrends #ResourceInvesting

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Most investors obsess over drill grades — but miss what actually determines value.

Rasool Mohamad from Arya Resources explains why metallurgical work uncovered free gold that others completely overlooked, and why recovery, liberation, and processing assumptions can matter just as much as headline assays.

This is a reminder that grade alone doesn’t make a deposit economic — understanding the rock does.

Check out the full interview: https://www.youtube.com/watch?v=SB5vQT6FVQ8

#MiningStocks #GoldMining #Metallurgy #FreeGold #JuniorMining #MiningExplained #ResourceInvesting #GoldStocks #MiningEducation #TheMarketMindset #Shorts #YouTubeShorts

VRIC 2026 is in the books—and as always, the real signal wasn’t in the noise on the show floor, but in the conversations behind it.

In this episode of Today’s Take, Andrew O’Donnell breaks down the key takeaways from the Vancouver Resource Investment Conference: which themes showed real momentum, where capital attention is quietly shifting, and what felt overhyped or disconnected from market reality. We’ll cover investor sentiment, recurring narratives across booths and meetings, and how VRIC fits into the broader 2026 macro backdrop for mining, energy, and critical materials.

This isn’t a highlight reel. It’s a sober read on what VRIC actually told us—and how to think about positioning going forward.


#VRIC2026 #MiningConference #ResourceInvesting #JuniorMining
#CriticalMinerals #Gold #Copper #Uranium #EnergyTransition
#MiningStocks #NaturalResources #MacroThemes
#TheMarketMindset #TodaysTake

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Mining enters 2026 from a position it hasn’t held in years: structural relevance. This is not a speculative rebound or a momentum trade. It’s a recognition cycle — driven by supply constraints, execution risk, geopolitics, and capital discipline.

In this livestream, Andrew O’Donnell breaks down what’s changing beneath the surface:
Why gold margins are high, but discipline now matters more than leverage
Why copper has shifted from a demand story to a hard supply problem
How strategic minerals are now viewed as dependencies, not growth narratives
What private capital signals (like Neovon’s $215M raise) tell us about where funding is moving before public markets react

We’ll also walk through select company examples — including Goliath Resources, Power Nickel, Nevada Organic Phosphate, and Ares Strategic Mining — through a Drillsheet lens, focusing on execution, conversion, metallurgy, and scalability rather than headlines.

The core message for 2026 is simple:
This is not a cycle for chasing everything. It’s a cycle for filtering correctly.
Insight is alpha — but only if it’s disciplined.



#Mining #CriticalMinerals #Commodities #Gold #Copper #Mining2026 #SupplyConstraints #CommodityCycle #EnergyTransition #Geopolitics #CapitalDiscipline #MineDevelopment #Permitting #Infrastructure #ExecutionRisk #RareEarths #Fluorspar #Phosphate #BatteryMaterials #TheMarketMindset #Drillsheet #ResourceInvesting

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In this Today’s Take livestream, Andrew O’Donnell of The Market Mindset breaks down the big-picture forces shaping mining and resource markets in 2026. This isn’t about short-term trades — it’s about understanding where capital, policy, and real-world supply constraints are heading next.

We cover:

The macro setup for gold, silver, copper, and critical minerals

Why capital allocation is starting to shift — and where it’s likely to go

Policy, geopolitics, and permitting realities investors can’t ignore

What themes matter for explorers vs developers vs producers

How to think about positioning for the next phase of the cycle

If you’re trying to separate signal from noise and understand what actually matters heading into 2026, this is the framework investors should be using.

📊 Independent market analysis
⛏️ Mining, metals, and macro strategy
📩 Subscribe to The Market Mindset for deeper research and long-form reports

#TheMarketMindset #TodaysTake #MiningStocks #MiningInvesting #MacroInvesting #Commodities #Gold #Silver #Copper #CriticalMinerals
#ResourceStocks #MetalsMarket #MiningSector #2026Outlook #MacroTrends

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In this special Market Mindset End-of-Year Report, we break down what actually mattered beneath the noise:
– Why gold and silver quietly re-anchored the macro conversation
– How copper shifted from “optional” to strategic infrastructure metal
– Why AI stopped being a slide-deck story and became a power, grid, and permitting problem
– How natural gas and enabling energy inputs were forced back into honest accounting

This isn’t a victory lap and it isn’t a trade list. It’s a structured review of how capital rotation, policy pressure, and physical constraints reshaped markets in 2025 — and how that framework carries into 2026.

We’ll also walk company-by-company through the names that materially moved the story this year — not because of vibes, but because of permits signed, drills turning, construction advancing, capital raised, and systems proving themselves.

Finally, we’ll outline our brutally simple 2026 lens:
• Monetary metals with real catalysts
• Copper as the bloodstream of grid rebuild, AI power, and reshoring
• Energy and enabling inputs treated as first-order necessities
• Execution as the filter — not narratives

Price is the scoreboard.
Execution is the game film.

#TheMarketMindset #MacroOutlook #Commodities2026 #EndOfYearReport #Gold #Silver #Copper #CriticalMetals #EnergyMarkets #NaturalGas #AIInfrastructure #PowerGrid #MiningStocks #ResourceInvesting #PreciousMetals #CopperStocks #EnergySecurity #IndustrialPolicy #RealAssets #CapitalRotation#MiningInvestors #MarketAnalysis #LongTermInvesting #ExecutionMatters


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As 2025 comes to a close, Andrew O’Donnell of The Market Mindset is joined by Chris Berlet, CEO of Canuc Resources, for a wide-ranging end-of-year conversation — and a clear look ahead to 2026.

This livestream will step back from day-to-day headlines to cover the bigger picture across gold, commodity ETFs, and market positioning, before zooming in on what execution really looks like for a junior company entering an active phase.

Key themes we’ll cover:

What 2025 taught investors about gold, commodities, and ETFs
Why 2026 is shaping up to be an execution year, not a speculation year
How Canuc is sequencing its work across Ontario and Mexico with intent
What investors should actually watch for as results begin to flow
How to think about steady, value-adding news flow versus promotion

This is a practical, grounded discussion focused on process, positioning, and expectations — both for the broader market and for Canuc’s roadmap into the year ahead.



#Gold #GoldStocks #Commodities #ETFs #MiningStocks #JuniorMiners #ResourceStocks #GoldInvesting #CommodityInvesting #MacroMarkets #MarketOutlook #MiningExploration #CanadianMining #CriticalMetals #TheMarketMindset #AndrewODonnell #ChrisBerlet #CanucResources

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In this episode of Today's Take, host Andrew O'Donnell from The Market Mindset sits down with recurring guest Douglas B. Silver, a renowned explorationist, mineral economist, and financier, celebrated for his significant contributions to the mining industry.

About Douglas B. Silver

Douglas "Doug" Balfour Silver's career spans over four decades, during which he has been instrumental in mineral discoveries, company formations, and the advancement of industry professionals. An economic geologist by training, Doug began his career in 1980 with The Anaconda Minerals Company, citeturn0search0 where he was among the principal discoverers of the Silver Creek molybdenum deposit in Colorado. He later founded Balfour Holdings, providing technical and economic consulting to the global minerals industry. In 1989, he established the Denver Gold Group, now a premier gold investor forum. Doug also co-founded International Royalty Corporation (IRC) in 2003, which went public in 2005, raising CAD$192 million—the largest mining-based financing in Canada that year. Under his leadership, IRC's assets grew to include various minerals, becoming a barometer of mining sector health. The company was sold in 2010 for CAD$745 million. citeturn0search0 Doug then joined Red Kite Management, and later Orion Resource Partners, managing assets exceeding US$4 billion. citeturn0search2
Key Discussion Points

• Career Milestones: Doug shares insights from his extensive career, including his role in discovering the Silver Creek molybdenum deposit and founding the Denver Gold Group.

• Innovations in Mineral Economics: We delve into Doug's pioneering work in mineral valuations and his impact on industry standards.

• Royalty Financing: Exploring the inception and growth of International Royalty Corporation and the evolution of royalty financing in the mining sector.

• Industry Perspectives: Doug provides his outlook on current trends, challenges, and the future of the mining industry.

Don't miss this engaging conversation with a true industry leader.
Remember to LIKE, COMMENT, and SUBSCRIBE for more insightful discussions on market trends and innovations!

#TodaysTake #AndrewODonnell #MarketMindset #DouglasBSilver #MiningIndustry #MineralEconomics #RoyaltyFinancing #DenverGoldGroup #InternationalRoyaltyCorporation #MiningInnovations #IndustryLeadership #MarketTrends #ExplorationGeology #EconomicGeology #ResourceInvesting

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