Gerardo Del Real,
Editor
Oct. 8, 2025
Gold is at $4,070. Silver is on its way to record highs, copper futures are firmly above the $5.00 level, stocks are at record highs. Everything must be awesome, right?
In the metals market, yes. Societal turbulence aside, it's a great time to allocate capital in the resource space. So much so that the government is setting up what I’m calling a Government Resource Bank.
That’s right. The U.S. government is not so quietly taking equity stakes in mining companies.
The latest recipient of the government’s attention is Trilogy Metals (TSX: TMQ), which soared some 200% after the Trump administration announced a $35.6 million investment to support mining exploration in Alaska in exchange for a 10% stake.
The move is part of a strategy to secure domestic supplies of copper and other critical minerals in the Ambler mining district in Alaska. The administration is looking to secure domestic supplies of everything from uranium, copper, lithium, rare earths, zinc, et al. A move I applaud and one that is overdue.
I’ve been buying the companies that are going to supply these metals for years. Long-time readers have heard me rant about natural resources becoming a national security issue for years.
Which is why the Junior Resource Monthly portfolio was positioned for this bull market long before the government decided to get in the game.
The open portfolio boasts a 1,000% winner, a 900% winner, an 800% winner, a 400% winner, and countless triple-digit winners.
Mind you, that portfolio only has roughly 20 open positions. Positions that were initiated during bear markets.
I don’t share that with you to brag. I share it because I think we are in the early stages of a historic bull run in resource stocks with gasoline being added to the fire by government money.
I also share it with you because, in the next several months, I’ll be adding new positions to that portfolio: the next triple and quadruple-digit wins.
For those of you who think you’ve missed your chance to grow yourself out of the inflationary environment our elected officials have chosen to put you in… think again!
The latest issue, which will be out this Friday, will start to take profits on 4 to 5 positions to make way for new positions that I’ll be initiating over the coming weeks and months.
This market is one I’ve waited for my entire career, and I hope you’ll join me at Junior Resource Monthly for what I believe is going to be one for the books.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle