Kaiser Research Substack | John Kaiser | Substack

Recent posts

Solitario Resources Corp at MIF January 2026

If you are a member of the Gen Z or Millennial generations and have a Robinhood account, this should be your first discovery exploration type junior.

Jan 30 • John Kaiser

Vista Gold Corp at MIF January 2026

If you are a member of the Gen Z or Millennial generations and have a Robinhood account, this should be your first feasibility demonstration type junior…

Jan 28 • John Kaiser

MIF Jan 23, 2026 Presentation by John Kaiser

The Mother of all Resource Junior Bull Markets

Jan 28 • John Kaiser

A Perfect Storm for Endurance Gold

Two news releases this week that reveal why Reliance may be a 5-10 million ounce district

Jan 24 • John Kaiser

General Commentary

MIF Jan 23, 2026 Presentation by John Kaiser

The Mother of all Resource Junior Bull Markets

Jan 28 • John Kaiser

Kaiser Watch: The Mother of all Resource Junior Bull Markets

Gold as a Bridge away from America and the Critical Metals Supply Vulnerability will be the foundation of the mother of all resource junior bull markets

Jan 7 • John Kaiser

Kaiser Watch December 28, 2025: Prioritizing & Navigating the Favorites

Yes, in a mother of all resource junior bull markets pigs and turkeys will eventually fly, but what will fly first?

Dec 29, 2025 • John Kaiser

Top Big Picture Bet for 2026

Gold at $3,000 plus with minimal inflation will be the new long term price

Dec 19, 2025 • John Kaiser

Kaiser Watch: Keep Buying the Junior Gold Disconnect

Ounce in the ground juniors remain woefully undervalued using $3,000 gold

Nov 3, 2025 • John Kaiser

Favorites Collection

Nevada Organic Phosphate Inc at MIF January 2026

What would a scalable supply of organic phosphate do for the growth of organic farming and what would that be worth?

Feb 2 • John Kaiser

Endurance Gold Corp at MIF January 2026

A hybrid feasibility demonstration and discovery exploration junior with 5-10 million ounce district potential

Feb 2 • John Kaiser

P2 Gold Inc at MIF January 2026

Feasibility demonstration of the gold-copper Gabbes project in Nevada

Feb 2 • John Kaiser

Solitario Resources Corp at MIF January 2026

If you are a member of the Gen Z or Millennial generations and have a Robinhood account, this should be your first discovery exploration type junior.

Jan 30 • John Kaiser

Vista Gold Corp at MIF January 2026

If you are a member of the Gen Z or Millennial generations and have a Robinhood account, this should be your first feasibility demonstration type junior…

Jan 28 • John Kaiser

Bottom-Fish Collection

Kaiser Watch: The Mother of all Resource Junior Bull Markets

Gold as a Bridge away from America and the Critical Metals Supply Vulnerability will be the foundation of the mother of all resource junior bull markets

Jan 7 • John Kaiser

Kaiser Watch September 17, 2025: How high can the scandium sun rise?

September mid month Favorites update

Sep 20, 2025 • John Kaiser

Time for Almadex to leave the Bottom-fish Collection and join the Favorites

Why is Rick Rule not slamming the hammer on Almadex for disobeying the rule never to drill a prospect with your own money?

Sep 16, 2025 • John Kaiser

The Toodoggone District Rethink Play is Alive and Well

TDG has part of Aurora and Freeport elects to go to 70% in Amarc's Joy

Sep 7, 2025 • John Kaiser

Freeport Hooks a Bottom-Fish: Finlay Option Rekindles the Toodoggone Copper-Gold Chase

What are the implications of Freeport's Finlay deal for the Toodoggone District rethink play?

Apr 22, 2025 • John Kaiser

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