Missed Gold, Silver, Uranium? This Is Bigger

A new commodity supercycle is unfolding, and the biggest opportunities are still ahead.

Gold, silver, uranium, and even rare earths have already made their first moves, leading to some impressive gains this year.

If you’ve felt like you missed those opening acts, don’t worry, because what comes next is often the most powerful stage.

Here are three early signals that are now impossible to overlook:

Gold has broken out of a decades-long downtrend.

In the 1970s, when gold last staged a similar breakout, it went from $35 an ounce to over $800. Anyone who dismissed the early signs back then missed one of the greatest wealth transfers of the century.

Silver has quietly outpaced gold, with silver miners outperforming almost every major stock index in the world.

Investors who understood that silver tends to follow gold with more torque — sometimes doubling or tripling gold’s percentage gains — are already sitting on outsized returns.

In fact, we flagged this early this year and Premium Members who followed along are sitting on some of our biggest winners.

Uranium, long left for dead, has surged back into the spotlight.

Utilities, who for years believed they could coast on cheap supply, are now signing contracts at prices three to four times higher than they once thought possible.

Why the panic?

Because inventories are at their lowest in decades.

U.S. utilities have barely more than a year’s worth of fuel, when the bare minimum is supposed to be closer to three years. Europe is only slightly better. Once again, we called it before it became urgent, and our Premium Members saw the upside.

Then there are the rare earths. Most people had never heard of dysprosium or terbium, two obscure elements essential to defense and technology. But when Myanmar’s civil war cut off the majority of the global supply, prices exploded, and Western manufacturers scrambled to secure what little they could.

The story barely made the front page in mainstream outlets. Yet our premium readers had already been positioned for the squeeze.

If you’ve been following along, you’ve witnessed how each of these calls turned into real gains.

Gold, silver, uranium, rare earths — we didn’t chase them after the crowd piled in. We spotted them early, when the charts, the fundamentals, and the history all lined up. And if you’ve acted on them, you’ve profited.

But here’s the bigger point: none of these were random wins. 

These are all part of something larger. Something much more powerful.

The story unfolding now is the story of a supercycle.

And as profitable as the early acts have been, history tells us it’s only the beginning.

The Supercycle Blueprint: Lessons From the Past

Every commodity boom has a rhythm.

The stages don’t unfold all at once, but in sequence, like dominoes falling in slow motion. If you study the past, the pattern is impossible to miss.

In the 1970s, it started with gold.

The collapse of the Bretton Woods system, runaway inflation, and oil shocks lit the fuse. Gold soared twentyfold, silver went parabolic, and energy prices followed.

But the boom didn’t stop there.

As the decade wore on, demand for industrial metals surged.

One in particular, which I’m calling the “Growth Metal,” moved in lockstep with global expansion, confirming the cycle’s staying power.

By the end of that era, fortunes had been made by those who understood the sequence and stayed ahead of the curve.

Fast forward to the 2000s, and history repeats.

Once again, it began with gold and silver.

In the early years of the new millennium, they quietly rallied as the dot-com bubble burst and central banks flooded markets with liquidity.

Then came oil, uranium, and the rest of the energy complex.

But the decisive phase was triggered when, once again, the Growth Metal broke out.

China’s entry into the World Trade Organization, rapid urbanization, and a once-in-a-lifetime infrastructure buildout created demand that no supply chain on earth could meet.

Prices multiplied, and several miners tied to the Growth Metal delivered 10x–20x returns during the early 2000s upcycle, and the advance persisted for years.

Supercycles aren’t random surges.

They are structured waves of capital, fear, and demand. Precious metals ignite the fire. Strategic resources like uranium and rare earths fan the flames. And the Growth Metal turns the blaze into an inferno.

The Signals You Can’t Afford to Ignore

Look at what’s happening now. The sequence is repeating almost line for line.

Gold is breaking out against inflation for the first time in nearly half a century

That means investors around the world are quietly admitting that paper money isn’t enough. Central banks know it too: they’ve been hoarding gold at the fastest pace in modern history.

Silver has joined the charge. Its miners have outperformed global stock markets, which is no small feat.

Silver’s dual role as both a monetary metal and an industrial input makes it the perfect bridge between fear and growth.

Uranium’s case is even clearer. After a decade in the wilderness, the market has snapped back to life. Utilities are locking in long-term contracts at triple or quadruple the old rates.

Inventories have been drained to levels so low that even a minor supply hiccup could cause a crisis.

Mines that were idled years ago are being restarted, but supply still falls short of what the world’s nuclear fleet requires.

And rare earths? They’ve gone from being the hidden inputs in defense and electronics to the centerpiece of a geopolitical tug-of-war.

With 60% of global dysprosium and terbium tied to one unstable region, the West has suddenly woken up to a national security nightmare.

Prices in Europe spiked to several times Chinese levels. Manufacturers desperate for material found that even at higher prices, availability was uncertain. It’s hard to imagine a clearer signal that the world is underestimating supply risks.

These aren’t isolated wins. Together they form a pattern that has marked the beginning of every commodity supercycle in modern history.

Each move builds on the last. Precious metals proving the monetary system is cracking. Energy metals like uranium reminding us that supply and demand still rule. Rare earths demonstrating how geopolitics can choke the arteries of global trade.

And all of them are pointing to one conclusion: the sequence is in motion again.

When the Supercycle Goes Parabolic

Which brings us to the most important question: what comes next?

If history is any guide, the supercycle doesn’t peak with gold, silver, uranium, or rare earths.

The main event arrives when the world’s most growth-sensitive commodity, what I’ve been calling The Growth Metal, breaks out.

This metal doesn’t move first. It waits. It builds pressure. It’s tied so tightly to the global economy that it only surges when demand becomes undeniable.

The evidence is mounting:

Mining companies tied to The Growth Metal have already broken to their highest levels in more than a decade. The equities are leading the commodity, just as they did in the 1970s and 2000s.

Forecasts show chronic supply deficits beginning in 2027 and stretching deep into the 2030s. By then, shortfalls could reach hundreds of thousands of tonnes per year.

The cost of new supply has exploded. Capital intensity for major projects is up more than 60% compared to a decade ago. Which means the world will need far higher prices just to justify breaking ground on new mines.

The biggest players are making their moves now. We’re seeing multi-billion-dollar mergers, strategic partnerships, and governments fast-tracking projects. The insiders are positioning ahead of the breakout.

This is the chapter that turns a bull market into a runaway cycle.

And just like in the 1970s and the 2000s, those who recognize the sequence early are the ones who capture the life-changing gains.

The Supercycle’s Point of No Return

Gold. Silver. Uranium. Rare earths. These were the sparks that lit the fire. But history tells us the inferno only begins when The Growth Metal makes its move.

That’s the chapter we’re entering now. And it’s the moment when fortunes are multiplied.

On Wednesday, I’ll reveal what the Growth Metal is, and for Premium Members, exactly where we’re putting our money and the vehicles we’re using to capture the upside.

The cycle is in motion. The sequence is unfolding. The Growth Metal is next. Don’t miss the moment when the supercycle becomes undeniable.

That’s coming on Wednesday, but today, if you’re a Premium Member, be sure to read the Premium section below, as it contains our latest recommendation.

It’s a play that has already gone up and we believe will continue to go up in a big way as this supercycle progresses.

See you soon…

Double D

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