RJ Hamster
When to buy gold (mathematically)
Three times over the last 30 years.
That’s how often I’ve received the signal to go “all-in” on gold.
The first time was back in the 2000s…
The dot-com mania was nearing its peak, money was flooding into any and all tech stocks, and equity valuations were trading at nosebleed levels.
I was in my mid-20’s. Just starting my first business.
And although I didn’t have much capital to spare, I scrounged together as much money as I could to load up not on tech stocks… but on gold coins.
At the time, gold was despised by Wall Street.
Goldman Sachs called it “a 19th-century asset.”
One of Merrill Lynch’s top investment analysts said that it was only for “grandmothers and conspiracy theorists.”
And two of America’s leading economists at the time called it a “barren asset.”
Yet, I chose to go in at under $300 an ounce.
My second signal came in 2008 when, amidst the chaos of the financial crisis, gold prices dropped briefly below $800 an ounce… and I once again went “all-in” on gold.
And a little over a year ago, I did it again…
I moved roughly 50% of my liquid net worth into gold and Bitcoin:
Three “all-in” decisions… Each of which seemed crazy to most at the time.
But for me… it was the most obvious move to make.
Why?
It’s all thanks to an incredible secret I learned from famed economist Kurt Richebächer – the last of the true Austrian economists.
What he taught me has been incredibly accurate at predicting the price of gold over the years.
It’s helped me make an absolute killing each of the three times I went “all-in.”
And right now, it is again predicting a shocking new price for gold in the near future.
Click here to see my full prediction for gold now.
Good Investing,
Porter Stansberry
Further Reading from MarketBeat.com
Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
Submitted by Leo Miller. Originally Published: 2/6/2026.

What You Need to Know
- Eli Lilly shares gained mightily after the company released its latest earnings report, with 2026 guidance coming in well past expectations.
- However, HIMS stoked fears around LLY’s oral GLP-1 potential the next day, wiping out much of the stock’s gain.
- After Lilly’s earnings, updated price targets imply significant upside ahead for the stock.
In its latest earnings report, Eli Lilly and Company (NYSE: LLY) once again showed why it has become one of the world’s most valuable healthcare stocks. As of year-to-date, Eli Lilly’s market capitalization exceeds $900 billion, making Lilly worth more than $300 billion above the next largest name in the sector, Johnson & Johnson (NYSE: JNJ).
Shares surged more than 10% on Feb. 4 as markets reacted to Lilly’s earnings. The stock then reversed course the next day, falling almost 8% after an announcement from Hims & Hers Health (NYSE: HIMS). Despite the short-term volatility, with strong growth expected in 2026 and a potential blockbuster drug on the horizon, Eli Lilly remains a difficult name to bet against.
Lilly Provides Stunning 2026 Guidance, Catapulting Shares
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Lilly’s Q4 2025 results were notable. Revenue rose 43% to $19.3 billion, comfortably above expectations of $17.9 billion (which implied 33% growth). Adjusted earnings per share (EPS) increased 42% to $7.54, slightly beating estimates of $7.48 (41% growth).
The standout was Lilly’s 2026 guidance. At the midpoint, the company expects full-year revenue of $81.5 billion and adjusted EPS of $34.25, implying growth of roughly 25% and 41%, respectively. Those projections exceeded analyst forecasts, which called for about 19% revenue growth and 36% adjusted EPS growth.
By contrast, Lilly’s main rival Novo Nordisk A/S (NYSE: NVO) forecasted sales to decline by 5% to 13% in 2026, underscoring the divergence between the two companies. Lilly’s share of the U.S. incretin market (GLP-1 and related drugs) continues to expand: at the end of 2025, its market share stood at over 60%, versus Novo’s 39%. A year earlier the two firms held nearly equal shares.
That shift is unsurprising. A 2025 study showed Lilly’s injectable weight-loss and diabetes drug tirzepatide produced nearly 50% more weight loss than Novo’s competing injectable semaglutide, a finding that has influenced prescribing patterns.
HIMS Rains on LLY’s Parade, Introducing Low-Cost Oral Copycat
Oral medications are becoming the next battleground between Lilly and Novo. Novo’s oral semaglutide has FDA approval, and Lilly plans to launch its oral candidate, orforglipron, in the U.S. in Q2 2026, with wider international launches expected in 2027. Many view orforglipron as Lilly’s next potential blockbuster because it could reach needle-averse patients and help maintain weight loss after stopping injectables.
But Hims & Hers Health is trying to disrupt that path. On Feb. 5 the company said it would start selling copycat versions of Novo’s oral semaglutide, offering the drug at $49 for the first month and $99 thereafter. That pricing is about $100 below Novo’s typical monthly rates and materially lower than the $149 to $399 monthly price at which Lilly plans to offer orforglipron directly to consumers (depending on dosage). The announcement sent Lilly shares down 7.8% on Feb. 5.
Markets worry that Hims’s lower pricing could undercut demand for orforglipron and that Hims might attempt a copycat of Lilly’s oral candidate. While the implications for the oral market are uncertain, there are reasons to think Lilly can absorb the pressure.
UBS Securities analyst Michael Yee estimates there have been about 1 million prescriptions for compounded GLP-1s, versus roughly 100 million prescriptions across Novo and Lilly’s branded GLP-1 franchises. That suggests compounded versions represent a small slice of overall demand. In short, Hims could be a nuisance, but its ability to meaningfully derail orforglipron’s growth appears limited.
Updated Targets Eye 25% Upside in LLY Shares
With orforglipron’s potential launch approaching and strong demand for Lilly’s injectable franchise, the outlook for Eli Lilly shares remains constructive. The MarketBeat consensus price target for LLY is near $1,200, implying about 18% upside. Notably, price targets updated the day after Lilly’s earnings averaged $1,273, suggesting roughly 25% upside from current levels.
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