Today's Take: Macro Mining Themes for 2026
Автор: The Market Mindset
Загружено: 2026-01-07
Просмотров: 58
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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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