We’ve been waiting patiently for a leadership handoff in the metals market. 

It’s happening now.

Platinum and Palladium, the long-forgotten cousins of the precious metals complex, are...

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

We have been talking about a major rotation in the metals space for months, and now it’s happening in real time.

...

We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook...

Platinum has been left for dead.

We love it when sentiment for an asset is down in the dumps like it is now!

While Gold and Silver have stolen all the attention lately, Platinum’s been quietly coiling just below the surface, building...

The gold bugs are getting louder.

And frankly, they should be. The weight of the evidence is stacking up in their favor.

We’re not just talking about price action here, although that’s been impressive on its own. 

The...

We're in New Orleans this week, surrounded by some of the smartest minds in finance at our Portfolio Accelerator event. 

The food here is incredible...

We're amidst an epic bull market for precious metals. And while gold and silver get all the headlines, we think Palladium could end up being the sneaky outperformer in this cycle.

We laid out the case in February:...