Gerardo Del Real,
Editor
June 18, 2025
All eyes are rightfully on gold.
Silver is starting to make its run to new highs, breaking to a 15-year high.
No one is watching platinum, which is also breaking out in pretty convincing fashion.
Everyone has their own reasons as to why.
Gold has become so expensive that jewelers are starting to use platinum.
EV demand is still robust… while rumors of PGM’s death have been greatly exaggerated.
Whatever the reason, the breakout is worth watching, and you may want to look at your portfolio to make sure you’re well positioned.
My core PGM position is now up over 40% in just the last month. That same position was down over 50% less than a year ago.
I wrote to you last week explaining the importance of knowing what you own. For months, I’ve been imploring you to top off your uranium and silver positions. I’m asking you to do the same for platinum and lithium if you can afford to be patient.
The largest EV automaker is now targeting an overseas strategy (outside of China) to derive 50% of vehicle sales from international markets over the next 5 years. It currently gets only 9% of sales from those markets.
Let me be clear, gold and silver are headed higher despite the run. Ditto for copper.
Gold is still severely underowned compared to historical ownership and relative to the main indices. Silver supply is not keeping up with demand and won’t for years. Copper has severe structural deficits that will also last for years. You can throw uranium into that same basket.
There were skeptics with gold. There were and still are skeptics with silver. There have been skeptics with copper, uranium, platinum — you name it.
Currently, no one can believe lithium will come back from its severe multi-year correction fueled by a glut of cheap supply from China.
Yet, that’s the contrarian opportunity.
Right now, you can buy world-class names — from the explorers to the producers — 80-90% cheaper than their recent peak.
We’re at the stage in the commodity supercycle where you can pick your commodity, pick your risk tolerance, pick your timeline… and then buy accordingly.
The trend is overwhelmingly in your favor in the commodity space, and fortunes will continue to be made over the next several years.
I have a brand new pick this Friday for the Junior Resource Speculator portfolio and have my eye on several new picks to take advantage of what is already a very well-positioned portfolio.
My next live Junior Resource Speculator Session call-in is happening this Friday, June 20th at 2PM Eastern.
Click here to join Junior Resource Speculator today… and catch me live this Friday!
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle