RJ Hamster
Untitled
 Delivering World-Class Financial Research Since 1999 Real assets have real value… Washington just triggered a hard-asset supercycle… The real reason the smart money is rushing into gold… A once-in-50-years setup… America’s mining mandate…Editor’s note: As we head into the long Thanksgiving weekend, today we’re sharing a special guest essay from Digest Publishing co-founder Nick Hodge…Nick is one of America’s foremost natural resources investors. As you may have heard, he recently debuted a new free presentation – “The Stocks That Save America Summit” – alongside our friend Rick Rule. (If you missed it, check it out now, before it goes offline tonight.)In the presentation, these two multimillionaire investors shared what they see as the biggest investing trend of the coming decade… and how everyday investors can position their portfolios in the right stocks to profit.We’ve covered part of this story already in the Digest… The U.S. government – in the name of national security – has recently started using taxpayer funds to buy shares of select stocks. These stocks have surged in response, in some cases by 90% or 200% overnight…The thing is, this is only the beginning of these dramatic moves, according to Nick and Rick. They believe this controversial new government shift is creating a once-in-50-years setup as America races to secure vital “real assets” in the years ahead.In today’s essay, first published in Dr. David “Doc” Eifrig’s Health & Wealth Bulletin on November 17, Nick writes about one signal in particular that’s telling him that we’re still early in this story. It has to do with one of these assets: gold… You know things are getting serious when the smart money starts running into gold…Everywhere I (Nick Hodge) look, the signs are clear.Gold is breaking out. Silver is heating up. Copper is on deck. And uranium? Well, uranium is just getting started. Even the U.S. government is stepping up to fund miners and secure domestic supply.This isn’t some short-term trend. It’s the beginning of a major, long-term rotation into hard assets. And if you’re still wondering whether it’s too late to get in… it’s not. In fact, the way I see it, you’d still be early.Let me walk you through what’s happening – and how I’m positioning myself to profit from it…Gold recently broke out to record highs in U.S. dollar terms. It’s not just up – it’s outperforming everything. Take a look…And here’s what’s really interesting: It’s doing that without a weakening dollar.That’s new. Traditionally, gold and the dollar trade inversely. When the dollar strengthens, gold prices fall, and vice versa.But now, we’re seeing both move higher in tandem. That tells me this isn’t about foreign exchange games. It’s about fear, capital flight, and institutional investors moving their money into the safest asset they can find.Gold isn’t just an insurance policy. It’s becoming the core of a lot of investor portfolios. And this breakout is confirmation of that thesis.So no, you haven’t missed it. In fact, I’d argue we’re actually early…We’ve seen this before…Gold breaks out, retail investors hesitate, and the smart money quietly accumulates everything that’s leveraged to it.This time, it’s not just hedge funds or billionaires. It’s the people who understand the math: governments and large institutions with long-term capital to invest.The market is starting to consolidate. It’s pulling back just a bit – breathing, as it should – but holding its gains. That’s bullish. And it tells me this breakout has real legs.When I see that kind of price action, I don’t chase. But I do sharpen my list. I look at the juniors that haven’t moved yet. I look at silver, copper, and uranium. Because when gold leads, the rest of the resource sector tends to follow.Let me say this again: You haven’t missed anything.Yes, some gold stocks have moved. And yes, the metal itself has surged. But the real gains – especially in equities – are still ahead of us.The breakout in gold is just the first domino. Silver is following. Uranium is breaking out again. Copper is setting up. The broader resource market is just starting to rotate. And the best time to get positioned is before that rotation goes full tilt.We’re coming off years of underinvestment in new supply. At the same time, demand for metals is ramping up – driven by electrification, defense, tech, and global instability.This story won’t play out over the next few months. This is a decadelong trend. And the government just entered the arena…If you need more confirmation that this cycle is real, look no further than Washington, D.C.The U.S. government is now directly funding mining projects. We’ve seen it with uranium and rare earths, and now we’re seeing it with copper.Trilogy Metals (TMQ) just got a major boost from the Department of Defense. This isn’t the Department of Energy… It’s the Department of War. That tells you how strategic these metals have become.They’ve gone from “nice to have” to “must secure.”And the money is starting to flow. I’m not talking about just permitting reforms or regulatory lip service. I’m talking about real dollars, real support, and real urgency.That changes the game for domestic miners. And it gives investors another reason to look closely at these companies – especially the ones with assets in the right places.The most investor-friendly setup in a generation…Let’s talk about supply for a second…Mining is hard. Expensive. Slow. Political. And for the past decade, it’s been starved of capital.That means the production forecasts from JPMorgan and Goldman Sachs are probably too optimistic.You can’t flip a switch and bring a new copper mine online. You can’t replace Russian palladium overnight. You can’t secure antimony or uranium or rare earths without permitting, infrastructure, and real leadership.That’s exactly why prices are going up. The market is finally realizing that “projected supply” and “actual supply” are two very different things. And when supply can’t meet demand, prices don’t just go up… they explode.I’ve been through a few cycles. I was there in 2008, 2011, 2016, and 2020. And I can tell you that what’s happening now is one of the most investor-friendly environments I’ve ever seen.We’re seeing rising demand collide with tightening supply. Mix in government support, and investors are suddenly waking up to the value of real assets.Every metal I track has a tailwind. Gold is breaking out. Silver is following. Copper is pushing higher. Uranium is up. Platinum and palladium are stirring.And the stocks are still cheap.That’s not going to last. When the flood of retail money shows up, it’s going to chase the same tickers. It’s going to create a rush. And the best-performing stocks will be the ones you bought before that rush began.This is the time to start building positions. Not when CNBC finally catches on or when your neighbor starts asking about silver. Now.I’m not guessing here…I’m watching price action, volume, and macro trends. Gold is consolidating around all-time highs. That’s not a bearish signal – it’s a bullish setup.Silver is starting to respond. And historically, when silver plays catch-up, it does so quickly. That’s how you get 100% or 200% moves in a matter of months.Copper is benefiting from real demand – electric vehicles, infrastructure, and electrification. But the supply side is shaky. Projects are getting delayed, and resource nationalism is creeping in.Uranium has already re-rated once. But the fundamentals are still intact. Supply is tight. Utilities are contracting. And new demand – from small modular reactors (“SMRs”), data centers, and growing AI energy needs – is just beginning to register.Even platinum and palladium are starting to show signs of life. These are metals with real utility and tight markets. If gold leads, and silver confirms, these two could surprise to the upside.I don’t predict. I plan. And my plan right now is to stay long gold and silver… to keep building positions in quality juniors… to watch copper, uranium, and the platinum group metals for confirmation… and to be ready when the next wave of capital comes.We’re seeing a shift – not just in price, but in attitude. The market is starting to remember that commodities matter. That mining isn’t optional. That real assets have real value.And if you’re paying attention, that’s not scary. It’s exciting. Because we’re still early. And the smart money knows it.Editor’s note: As mentioned above, last week, Nick sat down alongside fellow natural resources investor Rick Rule to reveal the details about a huge shift unfolding in the market right now. As they explain, this shift could define the economy for decades to come.Uncle Sam has essentially become a hedge fund and is investing taxpayer money directly in publicly traded companies.In their free presentation, Nick and Rick pull back the curtain on this rapidly evolving story… and share the No. 1 move you should make immediately to ensure you don’t get left behind.If you haven’t watched it yet, don’t wait until after Thanksgiving… The video goes offline at midnight Eastern time tonight. Check it out here now.Recommended Links:Until Midnight Tonight: Rare Earths Are Now ‘Too Big to Fail’Washington has quietly declared rare earths essential to America’s survival… and the stocks tied to this crisis are already jumping hundreds of percent. But legendary resource-stock investor Rick Rule says the biggest moves are just beginning. If you do one thing for your wealth before the end of the year, make sure you don’t miss this. By midnight tonight, click here to learn more (includes a free stock recommendation).Marc’s New ‘Stealth’ Pick Goes Live at 5 p.m. Eastern Time TodayToday at 5 p.m. Eastern time, Wall Street legend Marc Chaikin is posting a new recommendation. It’ll be unlike any stock pick you’ve ever seen before. He’s choosing it by spotting potential buying sprees – across 5,000 stocks – before they occur. This year, you could have already doubled your money 16 times in a back test of this powerful new strategy. Get his pick the moment it goes live today, here.New 52-week highs (as of 11/25/25): Applied Materials (AMAT), ProShares Ultra Nasdaq Biotechnology (BIB), Alpha Architect 1-3 Month Box Fund (BOXX), Cencora (COR), Donaldson (DCI), Quest Diagnostics (DGX), EnerSys (ENS), Expeditors International of Washington (EXPD), Alphabet (GOOGL), iShares Biotechnology Fund (IBB), IQVIA (IQV), iRhythm Technologies (IRTC), Medtronic (MDT), Mueller Industries (MLI), Monster Beverage (MNST), Merck (MRK), Annaly Capital Management (NLY), Omega Healthcare Investors (OHI), Travelers (TRV), UGI (UGI), and Health Care Select Sector SPDR Fund (XLV).One quick housekeeping note before we get to the mailbag: Our offices are closed tomorrow and Friday for the Thanksgiving holiday. You’ll get our Masters Series essays in your inbox this weekend, and we’ll pick up our regular fare on Monday.In today’s mailbag, feedback on this week’s episode of the Stansberry Investor Hour, featuring Epsilon Theory’s Ben Hunt. You can watch the episode for free on our YouTube page, or listen to it on Spotify, Apple, or wherever you get your podcasts… Do you have a comment or question? As always, e-mail us at feedback@stansberryresearch.com.“Amazing interview. Give us more of Ben Hunt. It felt like we barely scratched the surface. The combination of Dan [Ferris] and Ben feels like where things are going but not ignoring the past. Still trying to get my head around all that was discussed.” – Subscriber David W.Regards,Nick HodgeSpokane, Washington November 26, 2025Stansberry Research Top 10 Open RecommendationsTop 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation.InvestmentBuy DateReturnPublicationMSFT Microsoft02/10/121,538.3%Stansberry’s Investment AdvisoryMSFT Microsoft11/11/101,489.0%Retirement MillionaireADP Automatic Data Processing10/09/08953.3%Extreme ValueBRK.B Berkshire Hathaway04/01/09797.4%Retirement MillionaireWRB W.R. Berkley03/15/12713.5%Stansberry’s Investment AdvisoryGOOGL Alphabet12/15/16696.3%Retirement MillionaireAFG American Financial10/11/12505.9%Stansberry’s Investment AdvisoryALS-T Altius Minerals03/26/09496.6%Extreme ValueAXP American Express08/04/16495.7%Stansberry’s Investment AdvisoryHSY Hershey12/07/07482.0%Stansberry’s Investment AdvisoryPlease note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.Top 10 Totals5Stansberry’s Investment AdvisoryPorter3Retirement MillionaireDoc2Extreme ValueFerrisTop 5 Crypto Capital Open RecommendationsTop 5 highest-returning open positions in the Crypto Capital model portfolioInvestmentBuy DateReturnPublicationWSTETH/USD Wrapped Staked Ethereum12/07/182,269.9%Crypto CapitalBTC/USD Bitcoin11/27/182,223.1%Crypto CapitalONE/USD Harmony12/16/191,034.6%Crypto CapitalPOL/USD Polygon02/26/21653.4%Crypto CapitalQRL/USD Quantum Resistant Ledger01/19/21551.4%Crypto CapitalPlease note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it’s still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.Stansberry Research Hall of FameTop 10 all-time, highest-returning closed positions across all Stansberry portfoliosInvestmentDurationGainPublicationNvidia (NVDA)^*5.96 years1,466%Venture Tech.Microsoft (MSFT)^12.74 years1,185%Retirement MillionaireInovio Pharma. (INO)^1.01 years1,139%Venture Tech.Rocket Lab (RKLB)^2.35 years1,034%Venture Tech.Seabridge Gold (SA)^4.20 years995%Sjug Conf.Berkshire Hathaway (BRK-B)^16.13 years800%Retirement MillionaireIntellia Therapeutics (NTLA)1.95 years775%Amer. MoonshotsRite Aid 8.5% bond4.97 years773%True IncomePNC Warrants (PNC-WS)6.16 years706%True Wealth SystemsMaxar Technologies (MAXR)^1.90 years691%Venture Tech.^ These gains occurred with a partial position in the respective stocks. * Editor Dave Lashmet closed the first leg of this Nvidia position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could’ve recorded a total weighted average gain of more than 600%.Stansberry Research Crypto Hall of FameTop 5 highest-returning closed positions in the Crypto Capital model portfolioInvestmentDurationGainAnalystBand Protocol (BAND)0.31 years1,169%Crypto CapitalTerra (LUNA)0.41 years1,166%Crypto CapitalPolymesh (POLYX)3.84 years1,157%Crypto CapitalFrontier (FRONT)0.09 years979%Crypto CapitalBinance Coin (BNB)1.78 years963%Crypto CapitalYou have received this e-mail as part of your subscription to Stansberry Digest. If you no longer want to receive e-mails from Stansberry Digest click here.Published by Stansberry Research.You’re receiving this e-mail at pahovis@aol.com. Stansberry Research welcomes comments or suggestions at feedback@stansberryresearch.com. This address is for feedback only. For questions about your account or to speak with customer service, call 888-261-2693 (U.S.) or 443-839-0986 (international) Monday-Friday, 9 a.m.-5 p.m. Eastern time. Or e-mail info@stansberryresearch.com. Please note: The law prohibits us from giving personalized financial advice.© 2025 Stansberry Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Stansberry Research, 1125 N Charles St, Baltimore, MD 21201 or stansberryresearch.com.Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors.Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility. |
