Gerardo Del Real,
Editor
Feb. 11, 2026
A better-than-expected jobs report (of course, subject to revisions next month) has led analysts in the metals space to caution that the Fed now has cover to avoid cutting rates once again at its next meeting. Those analysts aren’t analyzing the right data.
The Congressional Budget Office, Congress’ nonpartisan scorekeeper, predicts that the annual deficit will grow to $3.1 trillion by 2036 while the national debt is on track to reach $64 trillion within a decade. $64 trillion!
So while everyone is looking at the dollar index below the 97 level and debating how dovish or hawkish the next few months will be, I’m focused on the structural trends that are becoming more and more irreversible.
Trends like unsustainable deficits that will continue to add stress to an already fragile system and provide consequential gasoline (or gasolina, as Bad Bunny would say) to the precious metals fire.
That’s not changing anytime soon and is the reason why every major institution now has price targets for gold in 2026 between $6,000 and $7,000 per ounce and higher.
Last week, I told you Nick Hodge and I had been hard at work securing a gold-antimony deal for subscribers of Private Placement Intel.
The company is in a top-notch jurisdiction and has a team we’ve done well with before. It also has a tiny sub-C$10 million market cap.
With national resource banks, including copper to uranium and antimony, the timing could not have been better to offer that deal to Private Placement Intel subscribers. The company intended to raise C$2 million. Interest in the deal after just one day was C$4 million — one part bull market, one part great deal!
That deal is now only a few days old, and the stock is already up 70% from the offer price subscribers had access to.
Needless to say, that deal was heavily oversubscribed, which brings me to our next deal.
With debt levels spiraling out of control (around the world, by the way), gold will continue to catch a bid for years to come.
So what better time to find — you guessed it — a gold exploration company that has recently partnered with one of the most successful prospectors of gold projects in recent times?
We are putting the finishing touches on vetting a deal for a company joining forces with this serially successful prospector. I expect the collaboration to yield significant projects for the portfolio that will be aggressively drilled starting this year.
Once again, we know the people, the structure is solid, the projects are in excellent jurisdictions, and the company’s market cap is a tiny ~C$20 million.
The portfolio already boasts an advanced-stage copper-zinc-gold-silver asset it’s advancing… but it is the exploration upside of the gold-silver projects that really excites me.
Expect that deal to arrive in the coming days or weeks. That deal, just like the previous one, will fill up fast. Plus, open slots for new Private Placement Intel subscribers are now down to only around 50 remaining.
Also, expect new recommendations for both Junior Resource Monthly and Junior Resource Speculator very, very soon.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle