Inflation is higher, gold lower
Inflation lower, gold lower
War accelerates, gold lower
War on pause, gold lower
Rates set higher, gold lower
Rates set neutral, gold lower
There is no logic with gold price dynamics recently. Banks are still taking a revenge on year end 2025 short squeeze in gold.
Only patience!
Today was a good reminder that despite the recent pullback in metal prices, miners continue to generate margins that would have seemed extraordinary just a few years ago.
Act accordingly.
https://t.co/LgqMHVxLkh
Gold Gets Sold First When Markets Crash, And Then This Happens | Rick Rule
Rick Rule @RealRickRule says gold's drop below $4,000 rhymes with 1975, when the metal crashed 50% and then rose 8x, and the investors who panic-sold at the bottom missed the entire move. So is this gold selloff the buying opportunity of the decade, or a warning that more pain is coming?
Full video at Kitco https://t.co/u5xr5dW9tl
Legendary resource investor Rick Rule, founder of Rule Investment Media, joins Kitco News anchor Jeremy Szafron @JeremySzafron to break down the #gold selloff after the price cracked $4,000 for the first time since November and Bank of America pulled its $6,000 gold target. Rule explains why he's pessimistic on gold in the very near term yet still buying, why he expects the political class to cave on interest rates and return to quantitative easing before year-end, and why he believes the US dollar could lose 75% of its purchasing power this decade, just as it did in the 1970s.
The conversation goes deep on the mining side too: why gold miners are being priced as if gold were only $3,354 an ounce, a 19% discount to spot, why Rule says the safest, best risk-adjusted way to own gold isn't a miner at all but the royalty and streaming companies, the $250 billion copper-streaming wave he sees coming, the one producer he'd own (Agnico Eagle @agnicoeagle), what he sold and what he's buying now, the real silver setup beyond the solar headlines, the coming mining takeover wave, where in the world he will and won't own a mine, and why copper could run to $10-12.
Recorded June 25, 2026
Follow Jeremy Szafron on X: @JeremySzafron (https://t.co/JNio1Y1tGw)
Follow Kitco News on X: @KitcoNewsNOW (https://t.co/LmZsIBKeqx)
Follow Rick Rule on X: @RealRickRule (https://t.co/MYvwG1tV0v)
Rick Rule will be hosting the 2026 Rule Symposium on Natural Resource Investing, July 6-10 in Boca Raton, and Kitco will be there on the ground. The in-person event is sold out, but you can join the livestream and access the replays through the year here: (https://t.co/Q0oXy8OlVX)
CHAPTERS
00:00 Gold Breaks $4,000
01:17 Rates vs Gold
03:55 The 1975 Lesson
08:46 What Breaks First
14:22 The Crash, Then QE
18:31 The Miner Discount
19:52 Royalty & Streaming
27:05 Rick's Portfolio
28:47 The Boca Symposium
32:03 The Silver Setup
39:40 The Takeover Wave
44:50 Where to Own a Mine
48:18 Copper's Warning
50:16 Takeaways
I spoke with @tastyliveshow about GOLD:
"We're in a secular bull market in gold. It's in a consolidation phase right now, but the secular bull will peak at around $6,000-$7,000/oz."
BUY GOLD, WEAR DIAMONDS.
JPMorgan just raised its gold forecast. 🥇
$6,000 by end of 2026.
$6,300 by 2027.
From today's $4,200…
That's a 40% move.
Inflation still running hot.
Geopolitical risk still elevated.
JPMorgan isn't a gold blog.
They're the biggest bank on Earth.
#Gold#PreciousMetals #Stackers
Pan African Resources: 40% Production Growth & Gold Pipeline
@StockBoxMedia spoke to Cobus Loots, Chief Executive of @PanAfricanPLC (LSE: PAE), about the company’s 40% production growth, its low-cost tailings retreatment strategy, and the expansion opportunity at Tennant Creek in Australia.
Watch below ⬇️
https://t.co/MjZPLqPUJX
➡️ Pan African expects production to be up around 40%, driven by the MTR tailings project in South Africa and the Tennant Creek plant in Australia.
➡️ Tailings retreatment now represents more than 50% of production and delivers high margins, with further expansion potential.
➡️ The company is focused on Tennant Creek consolidation, the Soweto cluster feasibility study, BioX technology, underground opportunities, dividends, and value-accretive growth.