Natural Resource Stocks had me back on their show as gold seems poised to take out $4,000 and silver $50. We're well beyond the stealth phase of this cycle, and may even be moving from the wall of worry to the mania phase. How does a disciplined speculator play this? This took us to my Upside Maximizer strategy and my favorite type of investment: the pre-production sweet spot (PPSS).
 

Timestamps:

00:00 – Cold open: meme that nailed the gold mood
00:02 – Profit-taking discipline vs. “conviction” myths
00:06 – Round-number magnets: $4,000 gold, $50 silver
00:08 – Trailing stops: Lobo’s “upside maximizer” method
00:10 – Why central banks changed the gold game (one-way door)
00:12 – Even $3,000 gold = fat margins for miners
00:14 – What’s still “value” now? Uranium, bullion vs. stocks
00:17 – Copper: supply pain, permitting reality, long runway
00:24 – Lassonde Curve clarified: real data behind the “sweet spot”
00:30 – Do-it-at-home trade: construction decision → first pour
00:31 – Success odds: 95% finish the mine; 70% positive outcomes
00:33 – Where to find Lobo + his free letter