Gerardo Del Real,
Editor
July 23, 2025
The Fed chair may or may not resign or get fired, we may or may not get rate cuts this year — gold, silver, and copper are near all-time highs — and there are no Epstein fi… never mind!
It truly is a bizarro world. And to that end, I am excited to share that Nick Hodge and I will have none other than one of my favorite follows on X (Twitter), Rudy Havenstein on the podcast.
We will talk about what we usually talk about; markets, gold, copper, uranium, lithium’s run, and, of course, we will very likely have a healthy discussion surrounding the Fed and Epstein as Rudy has done a brilliant job documenting the crimes committed by both (some actual, some ethical) way before it made headlines or before it was good for clicks.
I encourage all of you to tune in to Bizarro World live this Thursday.
Back to the markets, where there’s a lot to like.
Lithium has had a great three weeks of being in the green with, supply coming offline and demand continuing to surge. The lithium carbonate price has increased or remained constant for 22 days, reaching $9,802/mt, an 18% rise.
The move has led to sharp reversals in the producers and developers like our longtime favorite Patriot Battery Metals (TSX: PMET)(OTC: PMETF), which is up over 110% the past month.
Discovering the largest cesium deposit in the world hasn’t hurt either. And although the share price has bounced aggressively off the bottom, it has a lot of catalysts in the works to get it back to double digits.
On the uranium front, the AI race between China and the US is very much on. Today, President Trump is unveiling an AI Action Plan designed to expedite the sale of AI technology around the world and accelerate timelines for data center construction here at home.
That means surging demand for clean, baseload energy… and that means much higher uranium prices.
Twelve months from now, many will look at today’s contract price and the price of uranium equities and wish they would have bought more.
This is an AI war between the USA and China. A war that the White House is aggressively funding. We’ve seen how destructive that can be.
In this case, we’re going to see how effective coordinated policy towards a worthy and necessary cause can be.
I’m excited for the next JRS Speculator Session this Friday (11am PT, 2pm ET) and hope you’ll join me as I’ll be covering gold, silver, copper, lithium, currencies, and, of course, a portfolio overview of what I own and why I own it.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle