October 9, 2025
Here’s what was covered:
Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.
Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.
Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.
Premium Portfolio Picks -
ERO Copper (ERO) - A copper producer that will benefit from shortages, institutional money is coming in.
Headwater Gold (HWG) - Big-name partners are earning in, big-name investors are buying in. New permits will lead to new exploration. The recent pullback is a good buying opportunity.
Hannan Metals (HAN) - Strong prospects despite pullbacks. The company sits on a massive belt of copper-gold resources, between 20-30 in total.
PMET Resources (Formerly Patriot Battery Metals) (PMET) - Absolute bargain at current market cap. Its lithium and cesium deposits will take it to new highs in time.
Q2 Metals (QTWO) - 100 percent owned and world-class in North America. It will be billion-dollar soon.
October 9, 2025
Here’s what was covered:
Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.
Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.
Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.
Premium Portfolio Picks -
ERO Copper (ERO) - A copper producer that will benefit from shortages, institutional money is coming in.
Headwater Gold (HWG) - Big-name partners are earning in, big-name investors are buying in. New permits will lead to new exploration. The recent pullback is a good buying opportunity.
Hannan Metals (HAN) - Strong prospects despite pullbacks. The company sits on a massive belt of copper-gold resources, between 20-30 in total.
PMET Resources (Formerly Patriot Battery Metals) (PMET) - Absolute bargain at current market cap. Its lithium and cesium deposits will take it to new highs in time.
Q2 Metals (QTWO) - 100 percent owned and world-class in North America. It will be billion-dollar soon.
October 9, 2025
Here’s what was covered:
Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.
Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.
Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.
Premium Portfolio Picks -
ERO Copper (ERO) - A copper producer that will benefit from shortages, institutional money is coming in.
Headwater Gold (HWG) - Big-name partners are earning in, big-name investors are buying in. New permits will lead to new exploration. The recent pullback is a good buying opportunity.
Hannan Metals (HAN) - Strong prospects despite pullbacks. The company sits on a massive belt of copper-gold resources, between 20-30 in total.
PMET Resources (Formerly Patriot Battery Metals) (PMET) - Absolute bargain at current market cap. Its lithium and cesium deposits will take it to new highs in time.
Q2 Metals (QTWO) - 100 percent owned and world-class in North America. It will be billion-dollar soon.