Good Morning!

Housekeeping note.

I sent a draft copy of my new book to subscribers a few weeks ago and will send them the final version over the next few days. Then it will be available to the public.

It contains all of my research and analysis on precious metals and the outlook over the next 10 to 15 years.  

AbraSilver Benefits from New Regime in Argentina

Libertarian President Javier Milei's new policies in Argentina have raised the value of AbraSilver's Diablillos project significantly. 

Most notably, lower corporate taxes and the elimination of export duties have transformed a good project into a potentially great one.

Click Here to Listen to Our Interview

The Most Important Chart for Gold in 2025

Gold needs to break out against the 60/40 Portfolio.

It has been crushing Bonds, so it needs to must outperform the stock market. 

Breadth is currently terrible and we know the stock market is now basically the Mag 7. 

It is Gold against the Mag 7. And there is an ETF for that!

Below we plot Gold divided by the Mag 7 ETF, MAGS. 

There is long-term moving average resistance at 55-56 and stiff resistance at 60. 

My thinking is Gold outperformance below could precede outperformance against the S&P 500. In any case, Gold is not outperforming the stock market until it conquers the Mag 7. 

In TheDailyGold Premium....

In TDG #917 we published an updated report on one of our Top 10 Holdings.

This is a company moving into development that could become a producer in 2H 2027.

If metals prices and producer margins remain at current levels, the stock is very cheap based on a successful build and its potential value towards the end of 2027. We see 5-bagger potential.

The mine plan could change and we will know more about that later this year. If precious metals enter a real bull market in the next few years, this company could have 10-bagger potential in 3 years.  

We aim to find the companies that are undervalued now and have significant potential to add more value in the future. And that can be turbo-charged by a real bull market in the sector.  

I am scouring the junior universe to find future Top 10 Companies and other companies that are undervalued with 5x to 10x potential.

With the sector in correction mode, now is the time to subscribe to learn about these companies and buy them at very attractive prices.

Thank you for reading.

I wish you all the best in 2025 and beyond.