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Gold and silver selloff is the buying opportunity of a lifetime - Bawden Capital
#Gold and #silver are seeing a modest recovery after Friday’s market rout, which capped their worst October performance since 2008.
Some investors have grown frustrated with the precious metals as prices have struggled in recent weeks, facing rising opportunity costs as central banks around the world attempt to bring inflation under control. Most recently, gold and silver have also been caught in a broader liquidity squeeze as equity markets experienced a significant selloff last week.
kitco.com/news/article/2026-…
Gold is bouncing harder than Bitcoin. Here's why I went long gold and silver before the midterms
#Gold may have found its bottom under $4,000. #Bitcoin's bounce already looks tired, and with the midterms tomorrow, risk versus reward favors the yellow metal right now.
When Friday ended, gold and Bitcoin were both beaten down. By Monday morning, it was clear which one buyers wanted.
kitco.com/opinion/2026-11-02…
Kitco Commentary by Cassius Cuvée @cassiuscuvee
Gold Fell Below $4,000 Because It’s Treated ‘Like an AI Stock,’ Says Peter Boockvar
Peter Boockvar @pboockvar says the S&P 500 has become "one idea," and that idea is AI. The chief investment officer at OnePoint BFG Wealth Partners and editor of The Boock Report tells Kitco News anchor Jeremy Szafron @JeremySzafron at the New Orleans Investment Conference that investors should be "reassessing their exposure," because the market is "very much riding on one idea."
Boockvar says #gold's drop below $4,000 on Oct. 30 looked like forced selling, with gold trading in a "very unusual tight correlation" with the S&P 500. Gold "is treated like an #AI stock today, which it's not," he says, and the two big headwinds for gold this year, rising real rates and a strong dollar, are starting to shift.
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Gold and silver prices surge after sharp selloff, India set to ramp up silver imports into 2027 – Heraeus
#Gold is seeing renewed buying interest after prices fell below $4,000 per ounce last week, but the prospect of further Fed hikes still looms over the yellow metal, while India’s easing import regime is set to boost silver consumption for the next six months, according to #preciousmetals analysts at @Heraeus.
kitco.com/news/article/2026-…
Gold SWOT: BMO believes lower gold prices are starting to attract physical buyers
The best-performing precious metal for the week was #gold, although it was still down 2.82%. According to RBC, Greatland Resources got off to a strong start to FY27, with first-quarter (Q1) gold production of 70,000 ounces, 5% above the consensus estimate of 67,000 ounces. All-in sustaining costs (AISC) of A$2,925 per ounce were also 9% below expectations (consensus: A$3,216 per ounce) and at the lower end of FY27 guidance. The company maintained its FY27 guidance of 260,000–300,000 ounces of production at an AISC of A$2,900–A$3,330 per ounce, assuming a slightly stronger second half due to open-pit scheduling...
kitco.com/opinion/2026-11-02…
Commentary by Frank Holmes @bulldogholmes
Kitco NEWS retweeted
Bitcoin's recovery setup faces a fresh warning: an open long on combined USDT and USDC dominance. That's bullish confirmation for stablecoin dominance, not for BTC, and it puts me on defense even though the daily slow line still points down. I compare that conflict with earlier signals instead of assuming another crypto dump is guaranteed. One more leg lower remains possible before the recovery I'm looking for.
Bitcoin's TBO support has shifted sharply higher, establishing a fresh pivot low, while its rising slow line contrasts with falling price. I explain that countertrend with the standalone TBO indicator for TradingView: a higher support line matters, but a close below it would be a bearish warning. BTC and Ethereum have bullish RSI resets, yet ETH has already lost support. Bitcoin dominance is back above its cloud, so I still want reversal confirmation rather than assume altcoin rotation is secured.
KITE's close short warns that bearish momentum may be weakening, while Basic Attention Token's close longs warn that its bullish trend may reverse. I contrast those signals with Hyperliquid's open long instead of treating every altcoin alike. Gold and silver are deeply oversold, but gold's weekly reset still needs a completed weekly candle. In the late viewer picks, EPIC lacks the reversal evidence I'd want before averaging down, while AWE is retesting familiar support.
CHAPTER MARKERS
00:00 Bitcoin Support Shifts Up but Downside Risk Remains
04:58 Ethereum Support Loss Meets a Bullish RSI Reset
07:29 Stablecoin Dominance Open Long Raises Defensive Risk
10:39 OTHERS Dominance Tests Bull Flag Support
13:12 DXY Divergence Frames Currency Reversal Risk
16:40 Gold Oversold Conditions Still Need Weekly Confirmation
22:06 KITE Close Short Signals Potential Bullish Reversal
25:30 Basic Attention Token TBO Close Longs Warn of Reversal
28:10 Stacks Bounce Raises Upside Potential and Risk
30:11 AIOZ Open Short Risk Meets a Rising Slow Line
33:32 AI Infrastructure Selloff Tests the TBO Slow Line
36:50 Marvell Oversold Selloff Meets Macro Bullish Momentum
39:15 XRP Support Loss Calls for Caution
43:23 Beam Strength Meets Weekly Resistance
46:59 Optimism Bounce Meets Bearish Consolidation
50:31 EPIC Bearish Risk and AWE Support Tests
Kitco NEWS retweeted
Uranium miners: A liquidity shock, not a broken thesis
(Kitco Commentary by @Sprott) - Key Takeaways
• #Uranium Miners Have Disconnected From the Commodity: Uranium equities have sold off sharply even as spot uranium prices remain firm and long-term contract prices have reached record levels.
• The Fundamental Uranium Thesis Remains Intact: Nuclear expansion, tightening inventories, energy-security priorities and a slow mine-supply response continue to support the need for new uranium production...
kitco.com/opinion/2026-10-30…
Gold, silver rebound as Iran diplomacy sends oil lower, easing Fed tightening concerns
(Kitco NewsWire) – Spot gold and silver prices were higher in early U.S. trading Monday, recovering from Friday's sharp losses as renewed diplomatic efforts involving Iran and the United States pushed crude oil prices lower and eased some inflation concerns ahead of a busy week of U.S. economic releases and midterm elections. Gold found support from perceived bargain hunting and declining Treasury yields after suffering its worst monthly performance since 2008, while silver rebounded more strongly following heavy liquidation across precious metals and technology shares. Spot #gold was trading near $3,945.70 an ounce, up $67.90, or 1.80%, while spot #silver was trading near $50.940, up $1.810, or 3.66%.
kitco.com/news/article/2026-…
Kitco NEWS retweeted
B2Gold Shifts From Mine Spending to Cash Flow and Buybacks | Mike Cinnamond
@B2GoldCorp 's new President and CEO Mike Cinnamond says delivering on existing investments is key to unlocking stronger free cash flow and addressing the #gold producer's valuation discount, as the company works to bring its Goose Mine in Nunavut to full capacity and expand production in Mali.
Speaking with Kitco Mining's Paul Harris at Mining Forum Americas 2026, Cinnamond outlines his priorities following Clive Johnson's retirement. At Goose, B2Gold is upgrading its crushing circuit to reach 4,000 tonnes per day in the first half of 2027, supporting a medium-term target of approximately 300,000 ounces of annual gold production. Underground exploration could also extend the mine's current nine-year reserve-based life, with management seeing potential for 15 years, while the George deposit offers additional growth opportunities.
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Kitco NEWS retweeted
Mining Stocks Could Get Caught in an AI Selloff | Joe Mazumdar
#Gold miners face shrinking margins as bullion prices retreat and operating costs rise, while labor shortages and permitting delays threaten to make new mines more expensive to build, according to @JoeMazumdar , Editor of Exploration Insights.
Speaking with Kitco Mining's Paul Harris on October 30, 2026, Mazumdar examines the Federal Reserve's decision to hold interest rates at 3.75% to 4% and the outlook for gold. He warns that “margins will decline” as energy and labor costs rise, although producers could remain free-cash-flow positive.
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Frank Giustra: Gold Will Be ‘Very Volatile’ but He’s Not Selling
Frank Giustra @Frank_Giustra has a simple test for giving up on gold: give him “world peace, honest politicians, and benevolent bankers.” The Lionsgate founder, who helped turn a tiny company into Goldcorp when #gold sat under $300, tells Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference that we’re getting none of the three, and his gold thesis still holds.
Giustra says central banks are slowly replacing dollars with gold, building a floor under the price that won’t go away. What’s missing, he says, is the crowd. He sees no “Lamborghinis in the driveway” and none of the frenzy of the 2003 to 2008 run, when he was doing a deal almost every second day.
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Special thanks to our sponsor, @DakotaGoldCorp
Kitco NEWS retweeted
Sinda Maps Path to 20M Oz Silver Production by 2031 | Daniel Muñiz Quintanilla
Sinda is targeting more than 20 million ounces of annual silver production as it advances Mexico's Guanajuato Sur district toward a proposed 2031 startup, backed by $331 million raised through its IPO and related placements, including a $95 million investment from Fresnillo.
Speaking with Kitco Mining's Paul Harris at Mining Forum Americas 2026, Executive Chairman Daniel Muñiz Quintanilla outlines a resource base of approximately 385 million #silver-equivalent ounces in indicated and inferred categories, alongside 452 million to 484 million ounces of additional conceptual exploration targets. “We're just scratching the surface,” he said, pointing to extensive undrilled potential and high-grade discoveries across the district.
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Kitco NEWS retweeted
Tiger Gold Eyes Doubling Gold Resources in Colombia | Robert Vallis
Tiger Gold @tigergoldcorp is targeting annual production exceeding 250,000 ounces at its Quinchía Gold Project in Colombia, as expanding gold discoveries and higher prices reshape plans for a larger mining operation.
Speaking with Kitco Mining's Paul Harris on October 5, 2026, President and CEO Robert Vallis explains the company's shift from the previously permitted Miraflores underground mine toward a proposed integrated development incorporating Tesorito and Ceibal. Tiger's 2025 preliminary economic assessment outlined approximately 140,000 ounces of annual #gold production during its first five years, but Vallis says management is now targeting a scale “north of 250,000 ounces a year.”
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You Feel Poorer Because You Are, Measured in Gold | Dominic Frisby
Measured in dollars, America keeps getting richer. Measured in #gold, Dominic Frisby @DominicFrisby says it has been getting poorer for 50 years, with output per person down roughly 57% since 1975 by his math. “If you use gold, it tells the truth, but politicians don’t like the truth,” says the author of The Secret History of Gold.
Speaking with Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference, the founder of The Flying Frisby sees gold treading water for a few more months before clearing $5,000 next year, much like the sideways stretch after 2006 that came before new highs in 2008. By the end of the decade, he targets $7,000 to $10,000. For now, oil is the trade he likes. He thinks crude could reach $150 “quite easily,” and he warns that $150 oil played an often overlooked role in the 2008 financial crisis.
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Special thanks to our sponsor, @DakotaGoldCorp , for making this coverage possible.
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Gold’s 30% Drop Matches 2008, but a Bottom Is Near | Tavi Costa
Taken as one sector, #gold miners would have the cleanest balance sheets in the stock market, says Tavi Costa @TaviCosta , yet mining makes up less than 1% of it. The founder and CEO of Azuria Capital calls this pullback “one of the most compelling windows of opportunities” he has seen this cycle, and with gold down about 30% by his count, he thinks “we’re closer to the bottom.”
Speaking with Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference, Costa points to free cash flow yields near 10% and bank models that still value the miners on $3,000 to $3,500 gold. Plug in a higher long-term price, he argues, and the whole industry gets re-rated. He is especially drawn to silver miners, some holding 10% to 15% of their market cap in cash, and he sees resources as the new moat in a world AI can disrupt, calling mining “the best AI trade.”
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Special thanks to our sponsor, @DakotaGoldCorp , for making this coverage possible.
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Same $4,000 Gold, Completely Different Mood | Lobo Tiggre
Lobo Tiggre @duediligenceguy sold most of his #gold and #silver stocks early this year and was sitting on more cash this summer than at any point in his career. Now the editor of The Independent Speculator is buying again, and it isn’t gold stocks. He says “the most compelling opportunity is hands down uranium.”
At the New Orleans Investment Conference, Tiggre tells Kitco News anchor Jeremy Szafron @JeremySzafron that uranium stocks are trading as though the metal had collapsed, while the long-term contract price, which he calls the real market, keeps rising. He traces the selloff to investors who bought uranium as an #AI trade and to tax-loss selling that started early, and he sees it as a gift. Either he’s missing something, he says, or “the market is making a mistake.”
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Special thanks to our sponsor, @DakotaGoldCorp , for making this coverage possible.
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Gold wants to rally, but the threat of higher interest rates is holding it back - Catalyst Funds’ Miller
(Kitco News) - #Goldprices have fallen below $3,900 an ounce, extending a sharp selloff as persistent inflation and elevated interest rates continue to weigh on the precious metal. However, according to one fund manager, the recent weakness represents more of a correction than a fundamental shift in #gold's long-term bullish outlook.
In a recent interview with Kitco News just ahead of the Federal Reserve's latest monetary policy decision, David Miller, Chief Investment Officer and Co-Founder of Catalyst Funds and Portfolio Manager of the Strategy Shares Gold Enhanced Yield ETF (GOLY), said that gold continues to face significant short-term headwinds, but the underlying forces that have driven prices higher over the last several years remain firmly in place.
kitco.com/news/article/2026-…
Gold and silver prices coming dangerously close to capitulation levels – Jesse Colombo
(Kitco News) – #Gold and #silver are testing key support zones which, if definitively breached, could result in a broad capitulation in precious metals, according to Jesse Colombo @TheBubbleBubble , independent precious metals analyst and founder of the BubbleBubble Report.
Colombo said Friday’s price action is somewhat unusual, because it's not driven by a clear surge in the dollar.
kitco.com/news/article/2026-…
Wall Street abandons ship after gold sinks below $3,900/oz, Main Street maintains bullish majority bias as midterms, payrolls loom
(Kitco News) – #Goldprices suffered another sharp weekly decline, as an early recovery gave way to heavy selling after the Federal Reserve maintained its hawkish stance, stronger U.S. economic data reinforced expectations for further tightening, and Friday's technology-led equity rout triggered widespread liquidation across precious metals.
Spot #gold kicked off the week trading at $3,994.95 per ounce on Sunday evening...
kitco.com/news/article/2026-…
Gold's frustrating paradox: Falling yields and a weaker dollar can't stop the selloff
(Kitco news) - This week’s price action reminds me of a popular adage about the gold market: #Gold’s greatest power is its ability to frustrate investors.
This should have been an amazing week for the precious metal as the Federal Reserve left interest rates unchanged, bond yields fell sharply, and the U.S. dollar retreated from its recent highs. However, #goldprices are looking to end the week with a 3% decline, falling below $3,900 an ounce to their lowest level in more than 12 months.
kitco.com/news/article/2026-…
