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.
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