The sector lag between physical metals and junior mining equities has been unusually prolonged this cycle, with gold and copper prices rising substantially while junior stocks remain flat or down, suggesting either temporary dislocation or structural market dysfunction.
factualpending
Speaker
Stephen StewartEvidence Quote
“the sector lag has been protracted longer than anybody anticipated so it's not entirely unusual”
Source
The Future of Junior Mining: Uranium, Copper, Gold, Shorting, Risks, Tokens, M&A, and Even Asteroids— Resource TalksCreated: 8/11/2026, 7:50:23 AM
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