Nick Hodge,
Publisher
Jan. 6, 2026
I slept better than Nicolas Maduro last night.
I also slept better than Tim Walz.
Not sure about Epstein conspirators. They’re likely resting easy with spotlights on Caracas — with a rolled r from the news affiliates — and Minnesota pulling the shades over everyone’s eyes.
Gold sees through it all, though, and continues to shine through the dark abyss that is enveloping the world.
We have forecasted this chaos, this institutional betrayal, this Fourth Turning, for years.
And while it’s very tough to know precisely what the political flashpoints would be, the financial and monetary outcomes were clear as Trump’s flight path on Epstein’s jet: higher prices for precious metals as the people sought the soundness of stability.
So keep chasing your tail and these headlines if you want, but the big dogs are staying parked on the precious porch, resting in the shade of record-breaking returns.
Up more than $100 per ounce yesterday, and up another ~$50 today… gold continues to attract capital as the leader of the free world scoffs at the constitution and international law.
Gold is now outperforming the stock market since Bill Clinton, lover of cigars and Epstein, was in office.
Not sure if opening a government-funded daycare has been a better investment or not.
But you know what has been a better investment?
Silver.
Since Larry Summers’ (Harvard President and Director of the National Economic Council under Obama) last email to Jeffrey Epstein the day before he was arrested in 2019, silver is up 420%.
That’s nearly twice what gold has delivered and 3X the stock market’s return over the same time.
But enough about the past. It’s only prologue after all.
The real tempest of late has been — and will continue to be — the companies that produce these metals.
It’s not hard to see why: Mining stocks are selling metals at record prices while their costs for doing so are going down.
Ask your favorite search engine or AI buddy what the largest operating cost for miners is, and it will tell you that it’s energy.
And so when you put miners (SILJ & GDXJ) on a one-year chart with the metals (Silver & Gold) and oil prices, it looks like this:
Miners are now beginning to lead the way. And this is before we bathe in the glory of any Venezuelan oil.
For the unanointed, the time to own gold and silver mining stocks is now.
You can own the large miners, like Newmont and Barrick. Or you can own the ETFs like VanEck’s Gold Miners or Junior Gold Miners.
But the lowest risk way with the relative highest returns has been in the gold and silver royalty and streaming companies, or what I’ve been calling the “Gold Script” companies.
Here’s that chart again with one of the “Gold Script” companies added in that I’ve been buying recently.
You can see that it’s leading the pack.
I expect that to continue.
Which is why I sleep so well at night despite all other bizarro happenings around us.
Click here to see why I like these companies so much and how can own them for yourself.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle