Monday's essay ended with a warning: the massive rallies in gold, silver, uranium, and rare earths were only the opening acts. |
They marked the start of a larger cycle, and there's still time to get in before it accelerates. |
The commodity supercycle is shifting gears. |
This is the point where investors stop asking if it's real and start recognizing that it is happening. The early stage of doubt is over. What happens now is acceleration. |
And the thing to keep in mind with supercycles is that the most significant gains rarely come at the start. |
They come when the cycle moves from hints to proof and when momentum is obvious and conviction takes over. |
If you've been on the sidelines, if you've missed the big commodity rallies this year, this is the moment to pay attention. |
The next chapter has the potential to eclipse everything that came before. |
The Growth Metal and the Rhythm of Supercycles |
In Monday's essay, I introduced this phase as The Growth Metal phase. It's the phase of the supercycle that validates it. Its move is the moment when doubt disappears and conviction takes over. |
Every supercycle has a cadence. |
Gold and silver ignite the fire when faith in paper money falters. |
Energy and strategic resources explode higher as nations realize how fragile their foundations are. And then the Growth Metal emerges, turning sparks into a blaze that can't be ignored. |
Look back at history. In the 1970s, when inflation shredded confidence and commodities ran wild, it was the Growth Metal's surge that confirmed the boom. |
In the 2000s, when China's rise reshaped the global economy, it was the Growth Metal's breakout that signaled the supercycle had teeth. |
Each time, the same rhythm. Each time, the same accelerant. |
This is why the Growth Metal matters so much. It's the hinge of the cycle and the proof point that shifts everything from theory to reality. |
Today, those familiar signs are flashing again. The Growth Metal is stirring, and history gives us a clear message: when it moves, the supercycle enters its most powerful phase. |
New Proof the Cycle Is Accelerating |
The signals have only grown louder since our last essay. |
First, we need to look at the companies closest to the metal. Their shares have surged to levels not seen in more than a decade. |
This is capital rotating into the very businesses positioned to benefit from the next stage of the cycle. |
We've seen this before. In the early 2000s, the same pattern played out where the equities broke out well before the commodity itself, foreshadowing a rally of historic proportions. |
Then there are the looming deficits. Analysts tracking supply and demand are pointing to shortfalls stretching deep into the 2030s. |
These are structural gaps measured in millions of tonnes and gaps that can only be closed if prices rise high enough to justify massive new investment. |
Costs to develop new projects have also soared. |
What once cost a billion dollars to build now requires roughly $1.6 billion. |
That means without higher prices, no new production comes online. The market must move to unlock that supply. |
And the biggest players know it. We've already seen mergers worth tens of billions, global industrial giants buying large stakes in projects, and governments declaring certain mines as strategic priorities. |
These moves aren't made lightly. They are the telltale signs that insiders are positioning ahead of the breakout. |
The last great cycle offers a clear lesson. |
Two decades ago, this same commodity entered a secular boom. Prices multiplied. Select companies delivered staggering returns. And those who understood the sequence captured fortunes. |
But today's setup may be even more powerful… |
Consider the breadth of demand. |
Housing. Infrastructure. Technology. Defense. All rely on the same inputs and they all devour the Growth Metal. |
Now layer in the rise of emerging economies, set to deliver two-thirds of global GDP growth through 2035. That's billions of people moving into cities, driving cars, plugging into power grids, and demanding a higher standard of living. The scale is unprecedented, and none of this scale happens without the Growth Metal. |
At the same time, governments are tightening control over resources. Royalties are rising. Ownership structures are shifting. Strategic declarations are becoming more common. |
Access to supply is no longer guaranteed. In a world marked by geopolitical fracture, that scarcity adds another layer of pressure. |
Taken together, it points to something larger than what we saw twenty years ago. |
This truly is an escalation. |
What You Should Prepare For Now |
If you missed the first acts of this supercycle, don't panic. |
The most powerful phase is still ahead. |
Gold and silver preserved wealth. Uranium and rare earths revealed fragilities in energy and defense. But the Growth Metal is the one that accelerates the cycle into overdrive. |
This is the stage where momentum feeds on itself. |
Where capital floods in, projects are bid up, and latecomers are forced to chase. Those who see the pattern early are the ones who benefit most. |
History shows there is no substitute. When demand converges from housing, infrastructure, technology, and defense all at once, the world cannot simply switch to something else. |
The market must deliver this commodity, or growth stalls. |
That is why in the premium section below, we are revealing not one, but TWO recommendations for how to play this moment. |
One provides broad exposure to the entire space, giving Premium Members a way to ride the breakout safely. |
The other is a more focused name, a company with the kind of asymmetry that can turn a structural trend into outsized gains. |
That's all I'll say here. |
The names themselves, along with the reasoning behind them, are exclusive to Premium Members. |
But know this: if the early acts were profitable, these two moves could be transformative. |
Double D |
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🔓 Premium Content Begins Here 🔒 |
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In today's Premium Section, you'll find TWO brand new recommendations we're putting our money in during this next, and explosive, stage of the commodity supercycle. | I hope you've been paying attention because many of our picks are currently beating the S&P by up to 4-to-1 this year. | Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can. | I don't. | I built my wealth the old-fashioned way, not by selling subscriptions. | That's why I priced this at $25/month, or $250/year. | Not because it's low quality, but because I don't need to charge the typical prices other newsletters charge. | One good trade, idea, or concept could pay for your next decade of subscriptions. | The question isn't 'Why is this so cheap?' The question is, 'Why would I charge more?' | 👉 Upgrade to Premium Now | P.S. If this newsletter were $1,000 per year, you'd have to think about it. | You'd weigh your options. You'd analyze the risk. | But it's $25 a month. | That's the price of a bad lunch decision. | And remember, just one good idea could pay for your subscription for a decade. | 👉 Upgrade to Premium Now | |
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