It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
ATTENTION: CONCERNED AMERICANS
BREAKING NEWS
Trump's Gold Exemption May Signal
3 Market Opportunities as $407B Flows Into Safe Havens
3 Market Opportunities as $407B Flows Into Safe Havens
Federal policy reversals could trigger precious metals rally while mining stocks appear undervalued despite record institutional buying
This is a MUST-READ
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Editor's Note:
Policy AnalysisThree significant shifts are reshaping precious metals markets this week, potentially creating opportunities that many investors may overlook. Trump's tariff exemption has removed uncertainty from gold markets just as $407 billion in ETF assets reached record highs and Chinese central bank buying may provide price support above $3,600. Market analysts are watching what could develop into a significant precious metals movement.
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Trusted Partner Presentation
Why Are Famous Billionaires Buying This Gold Miner?
Gold legends-Eric Sprott, Goldcorp founder Rob McEwen, and Kinross founder Bob Buchan-each own a sizable stake in a small Nevada gold miner. Why? Because it's already producing gold, has major infrastructure in place, and sits in one of the world's top gold mining regions. When billionaires get in early, there's a reason. |
The gold market experienced notable changes this week as President Trump's Friday executive order exempted "bullion-related articles" from his sweeping tariff regime, potentially removing uncertainty that had affected traders for months. This policy reversal coincides with substantial institutional flows into gold ETFs and continued strategic buying from China's central bank, creating what analysts describe as bullish catalysts. Gold reached $3,633.82, up 44.97% year-over-year, while mining stocks appear to remain undervalued relative to their operational leverage to rising prices.
$3,633.82
Gold price reached, up 44.97% year-over-year
Policy Shifts Creating Market Volatility
Trump's September 6th executive order surprised markets by specifically excluding gold bullion, graphite, tungsten, and uranium from reciprocal tariffs, effective Monday morning. The White House fact sheet indicates this exemption addresses "national emergency" conditions and aims to protect critical supply chains after a U.S. Customs and Border Protection ruling threatened to impose 39% tariffs on Swiss gold imports. Treasury Secretary Scott Bessent has warned that if the Supreme Court overturns Trump's tariff authority, "we would have to give a refund on about half the tariffs, which would be terrible for the Treasury."
"We would have to give a refund on about half the tariffs, which would be terrible for the Treasury." - Treasury Secretary Scott Bessent
$290B
Daily global trading volume increased after tariff clarity
Winners and Losers May Be Emerging
Physical gold appeared to benefit immediately from the tariff clarity, with spot prices reaching record highs of $3,599.89 as $290 billion in daily global trading volume increased. Mining stocks, however, continue trading approximately 25% below their 2020 peaks despite Goldman Sachs reportedly naming them a top Q4 trade recommendation, with companies like Newmont (NEM) and Barrick Gold (GOLD) potentially offering 2-3x leverage to underlying metal prices. The VanEck Gold Miners ETF (GDX) saw outstanding units decline over 20% despite what analysts view as stronger fundamentals, creating valuation disparities that some institutional investors may be exploring.
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Trusted Partner Presentation
It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? 
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87%
Probability of 25-basis-point rate cut at Sept 16-17 Fed meeting
The Regulatory Timeline Investors Should Monitor
The Federal Reserve's September 16-17 meeting carries what market pricing suggests is an 87% probability of a 25-basis-point rate cut, while core inflation remains at 3.1% versus the Fed's 2% target. Meanwhile, Trump's tariff authority faces Supreme Court challenges that could potentially force policy reversals, creating ongoing uncertainty for trade-sensitive sectors. Federal appeals courts have already ruled most of Trump's global tariffs illegal, with the high court expected to make final determinations within months.
Opportunities Some May Overlook
North American gold ETF inflows of $4.1 billion in August marked the third consecutive monthly increase, with low-cost funds experiencing record year-to-date flows as institutional money moves into defensive assets. China's strategic gold purchases of 2 tonnes in August, while slower than previous months, may signal continued central bank support that could provide fundamental price floors around $3,500-3,600. The SPDR Gold Shares (GLD) attracted $2.3 billion last week alone, topping all U.S.-listed ETFs as investors appeared to seek safety amid Federal Reserve uncertainty.
What This Could Mean for Investors
The convergence of government intervention discussions, AI infrastructure buildout, and energy capacity considerations may be creating notable market dynamics—though outcomes remain uncertain. With policy decisions that could potentially impact market valuations being discussed, some analysts suggest that access to comprehensive research and proven strategies could be valuable. As quantitative funds like Jane Street utilize sophisticated strategies to navigate these market conditions, individual investors may want to consider whether they have adequate tools and information to make informed decisions in what some view as a transformative period for technology markets.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Before You Go...You Need To See This
MARKETS
POLITICS
BREAKING
Trump's Backing Oil. Nvidia's Powering A.I.
There's a new kind of power play happening in the Middle East.
VIEW FULL STORY →
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✓ Trusted Partner Presentation
The No.1 Stock for Trump Bump Profits
Those who move today could 10X Their Money.
Money & Markets' Chief Investment Strategist, Adam O'Dell, just unveiled his No. 1 stock to capitalize on the 'Trump Bump' in the markets. It's a stock that Adam says is… "On the cusp of exploding upwards… as a direct result of Trump's latest move. And critically for investors… it's an opportunity that won't come around again for multiple decades." Make this move fast, thought... because Adam says "those who move today could 10X Their Money." |
Trusted Partner Presentation
Trump's Backing Oil. Nvidia's Powering A.I.
There's a new kind of power play happening in the Middle East.
Trump helped broker it.
Nvidia's chips are driving it.
And Saudi money is funding it.
But here's what the media missed…
A tiny U.S. energy company could be one of the biggest beneficiaries of the A.I. + energy boom this deal kicks off.
Karim Rahemtulla says it's the most undervalued stock he's seen in years:
- It's wildly profitable -- over $3 billion in operating income.
- Pays a growing dividend
- And Trump has publicly backed it.
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
Trending Stories
Elon Musk & Visa Now Moments from Launching "Agenda X"
Revolutionary financial technology could replace half the world's system
Every time Elon launches a bold new venture, early investors have a chance to get rich. Forbes calls their plan "game changing" and X CEO Linda Yaccarino says "Buckle up." 41 states are on board already. This is only happening ONCE in history.
DOGE Phase 2: Musk & Trump's Next Move
Tech legend Jeff Brown believes a trillion dollar market megashift is coming
Musk's days in politics aren't over yet. Tech legend Jeff Brown believes Musk and Trump may be working on DOGE Phase 2, and this time it could cause a trillion market megashift. If recent market swings caught you off guard, see what could be next.
Our #1 AI Stock Has Nothing to Do with Tech
AI is creating massive energy demand most are not ready for
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power. That means the best way to invest in AI right now has nothing to do with technology and everything to do with energy. One stock appears perfectly positioned to dominate.
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