Sean Brodrick – Opportunities in Gold, Silver, Steel, Lithium, And Cybersecurity Sectors
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to share opportunities he sees in gold, silver, steel, lithium, and cybersecurity stocks. There are sectors he is limiting exposure to, but there are plenty of opportunities in commodities and technology sectors that he believes will do well in 2025 in light of the Trump administration economic strategy with tariff and global trade policies.
We start off discussing the continued strength in the gold price up near all-time highs, contrasted against the mixed results we are seeing in the gold equities and sector ETFs. While some gold stocks are still underperforming the typical leverage we expect from the sector, there are still numerous lower-cost growth-oriented gold companies that are getting a stronger bid. We also discuss how silver was back up above $33 today, which is a historically strong price, but again, some of silver juniors have lagged this move higher. Sean still anticipates the silver price and silver stocks having a big catchup trade where they outperform gold and the gold equities, but he is just holding what he has at present, waiting to see if we get a sector consolidation and cooling down period, to capitalize on buying into any pullbacks to lower levels.
With regards to other commodities that may benefit from the tariffs, Sean was purchasing sector leaders in both the steel manufacturing and lithium production sectors. He is currently avoiding US aluminum companies based on them maxing out their current capacity, forcing more imports from foreign supply that will have tariffs rising costs for domestic manufacturing.
Wrapping up Sean highlights why he is accumulating the best quality cybersecurity companies, and how AI is presenting both opportunities and threats to the tech sector; hence the focus on improved cybersecurity platforms.
.
Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
.
https://www.tradingview.com/x/BqB78QlY/
NatGas : Bearish Gartley Possible
https://www.tradingview.com/x/0j6HKkoa/
NatGas : Box Busted : No Gartley
Deep Retracement Soon
(No Target Yet)
Trump Triggers Flood Of Gold Into US
Dana Samuelson – American Gold Exchange (02/17/2025)
“With premiums in New York reaching as high as $60 on gold and $1 on silver, huge financial houses like JP Morgan Chase, HSBC, Goldman Sachs, and Deutsche Bank have brought more than 14 million ounces of gold and 45 million ounces of silver into the US. This sudden, huge surge in demand has drained global supplies, primarily in London, while also straining the ability of traditional storage facilities like the Bank of England to deliver in a timely manner.”
“Uncertainty over the Trump administration’s tariff policies, disruptive cost-cutting measures, and reordering of the US roll in international relations, is driving investors toward safe havens. Gold has climbed a wall of worry to new all-time highs over $2,925 while silver is once again testing a major breakout.”
“Against this background, and for many of the same reasons, global demand for gold continues to grow. China has resumed buying of physical gold after allegedly pausing for six months, and India has just seen record imports. The World Gold Council reported that gold purchases by global central banks reach the third-highest level ever in 2024, just behind 2022 and 2023.”
We got Musk planning a Fort Knox audit, corresponding with this transfer of gold from London.
An article about Silver , but also about London Gold……………… For info only. Worth a read.
https://www.silverwars.com/gold-is-a-hoax-us-treasury-is-buying-more-silver-from-uk/
More info on Silver…………. Have a look.
I’m short silver for a bit, price being driven down but I think it will eventually explode up but who knows when. It is chewing through resistance lately but gets hit down frequently.
SLVD.to… Beta silver down Etf.
You’re brave Dan. It’s precisely Silver’s ability to explode higher that would make me too nervous to short it outright. It just had that rip to $34 last Friday before crashing back down, but now is back up over $33.
I think it could really move swiftly if it blasts back up above that October peak from last year at $35.07.
https://www.tradingview.com/x/CfcMm3VV/
NatGas : 3-Day Weekend Gift
(May 26th Next)