Gold at $5,062 — and miners still trading cheap.
In partnership with Golden Portfolio | Trump just tapped a CEO to lead America's mining comeback. | One gold miner is perfectly positioned to absorb $330 billion of Buffett's cash. | The U.S. mining sector is entering a historic revival, and this company sits at the very center of it. | | | | Buffett has already noticed — and is patiently waiting for the right moment to move. | Every historical peak in the Buffett Indicator has triggered decade-long surges in gold—and the opportunity to front-run Buffett doesn't come often. | Final confirmation of my prediction could come by February 17th — when Buffett's 13F filing hits the tape. | This large-cap miner still trades at a 40% discount to free cash flow. | Go here to get the name and ticker of Buffett's next big move into gold. | You want to secure your position before Buffett acts. | This is your chance to profit from America's mining comeback while others are distracted by tech hype and Wall Street noise. |
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| | Buffett doesn't hold cash because he enjoys it. He holds cash when prices don't justify risk. And right now, after years of stimulus, deficit expansion, and multiple-rate cycles, capital markets look expensive — and fragile. | | | | But here's what's different in early 2026. Gold isn't acting like a panic trade anymore. It's acting like allocation. | Gold at $5,062 — and It's Not Moving Alone | As of this week, gold is trading at $5,062. Normally, you would expect that kind of level to be accompanied by crisis headlines. Instead, what we're seeing is something quieter. | Recent reporting shows: | Strong U.S. labor data temporarily lifting the dollar Rate expectations shifting, but not collapsing Central bank purchases continuing steadily ETF inflows stabilizing after volatility
| Gold pulled back briefly on stronger jobs numbers — but demand didn't disappear. That distinction matters. | Markets that are exhausted fall apart on good news. Markets that are structural absorb it. Gold is absorbing it. | The Mining Revival Is Real — Not Rhetorical | At the same time, Washington is accelerating domestic resource policy. Congress recently voted to overturn restrictions on a major mining project in Minnesota — a signal that federal policy is pivoting toward supply security. | Globally, mineral diplomacy is heating up. Reports from Africa show tension around U.S. critical mineral negotiations, highlighting just how strategic raw materials have become. | When governments move this decisively around supply chains, they aren't speculating. They're preparing. And preparation always flows upstream — toward producers. | Why This Matters for Buffett | The so-called "Buffett Indicator" — total market cap relative to GDP — remains near historical extremes. Every prior peak has coincided with long multi-year rotations into hard assets. | Buffett's cash pile isn't defensive forever. It's optionality. If gold remains above $5,000 and miners continue trading at discounts to free cash flow, that optionality becomes actionable. | Right now, several large-cap miners are still priced as if gold is temporary — not structural. That disconnect doesn't last indefinitely. | The Silent Exodus from Tech | While headlines obsess over AI valuations and IPO speculation, institutional capital is shifting in subtler ways. Infrastructure. Energy. Real assets. Producers with cash flow. | Not as a bet on collapse — but as insurance against excess. And historically, when large pools of capital rotate toward tangible assets while retail crowds chase momentum, the next decade tends to surprise the latter. | A Calm Close | Gold at $5,062 isn't about fear. It's about math. | Governments aren't shrinking. Debt isn't disappearing. Energy and materials aren't becoming optional. Cash eventually needs a home. | When that much capital is sitting on the sidelines, and mining policy is accelerating at the same time, it's worth asking: Not whether gold can move higher. But who will own the companies supplying it when allocation begins. Structure beats narrative. And right now, structure is shifting. |
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| | Written by Deniss Slinkins
Global Financial Journal |
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