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Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

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Precious metals are finally breaking out relative to equities.

For the past year and a half, precious metals have done exactly what real bull markets are supposed to do: they’ve rewarded patience, punished disbelief, and steadily rotated leadership toward risk. 

Since Gold broke out on March 4th, 2024...

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Base metals are entering a brand-new primary uptrend.

This entire year, we’ve been pounding the table on one idea: investors are wildly underestimating the structural shift unfolding inside base and industrial metals.

With...

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