Gerardo Del Real,
Editor
May 7, 2025
Gold. That’s what I’m supposed to write about. And yes, gold is headed higher and, yes, the major brokerage firms now are nearly unanimously calling for $4,000/oz gold this year.
Is there still money to be made in the gold trade? Absolutely. As a matter of fact, Nick and I just recently hosted a webinar focused on exactly that.
The truth, however, is that I’ve been writing about gold and making money off the trade since it was below the $1,000/oz level. I’m a contrarian by heart so I’m not writing about gold (although you can check out the webinar which has tons of useful info in it).
Today, I’m writing about uranium.
In fact, there are two contrarian trades that are layups if you can afford to buy right now and sit tight. Those two are uranium and lithium.
As much as I dislike most politicians, I really like it when they lobby on my behalf. In this case, the White House is fully behind uranium, and nuclear, and is promoting the development and deployment of microreactors for various applications, including military installations and other critical infrastructure.
The White House is planning an executive action soon to try and speed nuclear reactor deployment, according to Axios’ Daniel Moore. He goes on to say that one or more orders will likely lean heavily on the Department of Defense and Energy as a way to meet soaring energy demand.
That’s music to my capitalist ears because we were fortunate enough to be positioned for the first two legs higher in the uranium space, and I suspect the next train is, once again, about to leave the station.
Just this morning, a deal was struck between two companies to “collaborate on opportunities to advance the shared vision of deploying nuclear energy and building the full nuclear value chain in the United States” according to the press release.
This is a trend, like gold and copper, that will continue for many years. I think we are perfectly positioned, and I hope you’ll join me for the ride.
Whether it’s gold, copper, uranium, or lithium… the JRS portfolio is positioned well to take advantage of this historic cycle we are in the midst of.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle