Gerardo Del Real,
Editor
Nov. 4, 2025
I’m at the 2025 New Orleans Investment Conference, and I have to say… What a difference a year makes!
The exhibition hall is as busy as I’ve ever seen it. The speakers are energized, the breakfast sessions hosted by companies to tell their stories are sold out, and deals are being made at a level I haven’t witnessed in years. Think echoes of 2010.
Which brings me to my point: I remember 2010. I remember capital starting to flow, and I remember how much of it was misallocated, especially in the exploration space.
Do I believe this bull market is the same as that one? No. I believe today’s rally is anchored by real and sustainable fundamentals.
We’re sitting on $38T in debt here at home. The world is rife with geopolitical turbulence. Central banks continue to aggressively add to their gold reserves, and the retail investor has yet to participate in any meaningful way.
Earlier today, I spoke with none other than Van Simmons — the authority when it comes to coins and collectibles. Whether you’re starting a collection or building a structured portfolio that counts in the billions, Van is the person to see.
We caught up briefly, and I asked if he’s noticed an uptick in demand for gold and gold coins. His answer:
“Gerardo, we’re not at that part of the cycle yet!”
What he meant was that there isn’t a rush to pile into gold at $4,000 — not yet!
Even the most ardent gold bugs are cautious during this latest “pullback” to just below $4K. And honestly, that makes my contrarian heart smile. Because knowing that all the same factors that doubled gold’s price over the past two years are still in play — and growing stronger by the day — gives me confidence that this gold bull market still has plenty of legs.
The same goes for silver. The same goes for copper. The same goes for uranium.
But here’s the thing: You don’t have to agree with me to do well. Let’s say we’re all wrong. Then what?
When it comes to vetting deals and finding value, Nick Hodge and I have been doing this for over a decade — through bull markets and bear markets alike — and our approach hasn’t changed, nor will it.
I was recently asked how to approach $4K gold, $48 silver, and record-high copper prices.
My answer was simple: Apply the same due diligence we did when gold was $1K, silver was $20, and copper was $3. Look at share structure. Position early. Identify specific catalysts that can add real value. And make sure management teams do what they say they’re going to do.
That’s our job. And it’s why we’re so excited to bring you details of a brand-new gold exploration IPO led by a team we’ve made life-changing money with before.
The IPO goes live in just a few days.
Yes, I believe this recent consolidation will be short-lived. But more importantly, I don’t need higher metals prices to find value in this market. There are already plenty of exciting opportunities… and being able to identify them early has been exceptionally profitable.
In fact, over the next few days, I’ll be extending a unique opportunity for accredited investors — exclusive to subscribers of Junior Resource Monthly and Junior Resource Speculator.
And to top it off, I’m putting the finishing touches on a new pick for Junior Resource Speculator right now.
Yes, it’s a bull market. And yes, it’s time to work hard to make sure it’s not wasted.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle