Nick Hodge,
Publisher
Sept. 2, 2025
Gold is breaking out to fresh new highs above $3,500 per ounce.
I didn’t watch the news this weekend, so I can’t give you a hot take on why.
I was too busy attending the US Open and a Phillies game, visiting with friends and family, and eating Blue Crabs at the top of the Bay for the first time in a half decade. It was a long overdue 5-state east coast tour.
But if I had to guess, I’d bet that gold’s new all-time high has something to do with all-time record high government debts and insatiable central bank demand.
If you Google ‘gold’ this morning, you will see journalists attributing gold’s rise to the following reasons:
- Investors seeking safety (The Guardian, BBC)
- US rate cut expectations (Reuters, CNBC)
- Rising uncertainty (Marketwatch)
- Surging demand (Bloomberg)
- Weaker dollar (CNN)
I didn’t click on any of those articles.
I did click into my brokerage accounts to see the related equity response.
And it’s easy to see that gold stocks are now catching up and even pulling ahead of the yellow metal after much lagging.
As you can see in the chart below, gold led gold stocks for most of the past four years. But in 2025, and certainly over the past month, gold stocks have rocketed higher.
For the year, gold stocks are beating gold by 3X. Over the past month, gold stocks outperformed by a factor of six.
We own the VanEck Junior Gold Miners ETF (NYSE: GDXJ) in Foundational Profits, and we’re up nearly 80% on it. That’s a good way to take the entire gold complex’s temperature and get good exposure to it.
At Hodge Family Office, we take swings in smaller, individual companies that have the potential to deliver even more leverage to the gold price. These recommendations come from my deep network and history in the space, and are meant to get ahead of coming company catalysts inside of an already bullish trend.
For example, we started buying Headwater Gold (CSE: HWG)(OTC: HWAUF) back in May at 20-cents. It is a prospect generator and had properties available for option that I assumed would get done over the summer. And sure enough, they announced a deal with OceanaGold in July that will see up to $65 million spent on Headwater’s gold properties in Nevada. Headwater's stock is outpacing gold by 3.4X for the year, and by 10X over the past month.
But it’s Private Placement Intel where we take the earliest-stage positions in gold and other precious metal stocks.
We bought a private placement in Daura Gold (TSX-V: DGC) at 6-cents back in January. It touched 28-cents in August as gold crept higher and its neighbor — Highlander Silver — put out excellent drill results a stone’s throw from Daura’s property in Peru. That’s a four-bagger in eight months, and we have warrants to buy more at 10-cents that will make it an even bigger win.
Last October, we participated in a private placement for Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF) at 25-cents, raising money to drill the high-grade and past-producing Coloradas project in Mexico. Drill results aren’t out yet, but we know the company has hit mineralization under the water table, where the old timers stopped mining. This morning, that stock hit C$1.43. That’s a 5.7X return in less than a year. And we have warrants to buy more at 40-cents that will instantly turn into another multi-bagger position.
The gold bull market is here for a litany of reasons. Just Google it.
It’s a mega-trend that is going to deliver life-changing returns for years. And there are several ways to skin the golden cat.
ETFs? Yep, we do that.
Speculating on explorers and developers? Yep, we do that, too.
But if you’re able — that is, you’re high net worth and can put $10k or more into riskier positions — then private placements are the way I’ve made the most money in the resource space by far.
We have a gold exploration private placement open right now through September 10th. It will be drilling for high-grade gold right here in the US, at a project that has high-grade at surface but that’s never been properly drilled.
All you have to do is join Private Placement Intel to participate.
Twelve of the past 16 deals we’ve done have more than doubled already, including those mentioned here.
I expect the company we’re financing this week to be the next winner on the list.
Click here for more details.
If you have questions about private placements, our track record, or just want to order over the phone… We have Jimmy Mengel standing by at 844-334-4700.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle