The Market Mindset – Unveiling Asymmetric Investment Opportunities

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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Today’s Take breaks down one of the biggest M&A moves of the year in precious metals.
Contango ORE and Dolly Varden Silver have announced a true merger of equals—a deal that forms a new North American high-grade producer and developer spanning Alaska and British Columbia. The combined company, soon to be renamed Contango Silver & Gold Inc., brings together cash-flowing gold production from Manh Choh and top-tier exploration growth from Kitsault Valley, Johnson Tract, and Lucky Shot.

Andrew will cover:

Why this deal matters right now in a rising gold–silver price environment

How MergeCo becomes a well-funded, multi-asset platform with DSO-friendly projects

The strategic fit between Dolly Varden’s Golden Triangle footprint and Contango’s Alaskan assets

Leadership & ownership structure (50/50 split, Van Nieuwenhuyse as CEO, Khunkhun as President)

What this could signal for future consolidation across North American precious-metal developers

If you want to understand the next potential mid-tier growth story—and what it might mean for the wider mining sector—this is the episode to watch.


#ContangoORE #DollyVarden #MiningNews #GoldStocks #SilverStocks #MergersAndAcquisitions #PreciousMetals #GoldenTriangle #AlaskaMining #BCMining #GoldPrice #SilverPrice #ResourceInvesting #MiningInvesting #TheMarketMindset #TodaysTake

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Desert Mountain Energy (TSXV: DME | OTC: DMEHF) has signed a new LOI to advance a sodium–nickel–chloride (SNC) battery manufacturing plant in Roswell, New Mexico — integrated with water-reuse infrastructure and powered by DME’s natural-gas resources.

In this interview, Andrew O’Donnell of The Market Mindset sits down with CEO Robert Rohlfing to break down what the LOI actually covers, why Roswell is strategic, and how this initiative ties into Desert Mountain Energy’s broader helium, hydrogen, and natural-gas plans.

Key Topics Covered:
- How produced water from regional oil & gas wells will be treated and reused
- Revenue streams from sodium and REE extraction
- Why SNC battery technology is gaining traction for grid and industrial applications
- How DME plans to supply power for both water-processing and AI-data-center infrastructure
- Local and federal incentives tied to New Mexico energy-transition programs
- How the Roswell LOI fits into DME’s integrated energy-and-materials strategy

Roswell is emerging as a growing Southwest energy-tech corridor, and this LOI positions DME at the intersection of critical-materials management, advanced manufacturing, and next-generation energy systems.





#DesertMountainEnergy #DME #SNCBatteries #BatteryManufacturing #RoswellNewMexico #EnergyTransition #CriticalMinerals #ProducedWater #NaturalGasPower #AIDatacenter #Helium #Hydrogen #RareEarths #CleanEnergyTech #EnergyInfrastructure #MiningInvesting #ResourceStocks #JuniorMining #CriticalMaterials #GridStorage #EnergySecurity #MarketMindset #AndrewODonnell

We look into developments at Desert Mountain Energy as they end 2025 and set their sites to 2026 with more plans unfurling and opportunities uncovered.

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In this episode, Andrew O’Donnell sits down with Al Kroontje, CEO & Director of San Lorenzo Gold, to break down the company's project advancement strategy and what investors should be watching over the coming months.

Al brings 30+ years of resource-sector experience, including 15 years working directly in Chile, and has led multiple discovery-stage ventures with a proven record of advancing projects toward development. With a BSc in Chemical Engineering from the University of Waterloo, he combines technical depth with decades of operational insight across exploration, geology, and early-stage development.

We’ll dig into:
- San Lorenzo’s project portfolio and 2025 development roadmap
- Key exploration catalysts shaping the company’s next phase
- Why Chile remains one of the most important jurisdictions for gold and copper exploration
- How Al’s background in engineering and discovery-stage leadership influences his approach

If you’re tracking gold explorers, early-stage catalysts, or emerging opportunities in Chile, this is one conversation you won’t want to miss.

Subscribe for more interviews, market insights, and our Drillsheet breakdowns.

#SanLorenzoGold #GoldExploration #MiningStocks #MarketMindset #JuniorMining #GoldInvesting #ResourceSector #ChileMining #AndrewODonnell #AlKroontje #GoldStocks #ExplorationStocks #MiningInvesting #CommodityMarkets

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