- Heavy Metal Investing
- Posts
- π Precious metals are crushing it
π Precious metals are crushing it
π Ukraine set to deliver a big win to President Trump
βοΈ Opening Riffs
Welcome to this week's Heavy Metal Investing.
Like a perfectly-timed power chord, precious metals are hitting all the right notes this week. Gold has smashed through to new all-time highs, silver is surging past $32, and President Trump's latest strategic moves are orchestrating what could be the greatest reshaping of global metals markets we've seen in decades.
π Metal Markets at a Glance
Welcome to this week's Metal Markets at a Glance, where we're seeing some serious momentum in precious metals as President Trump's America First policies continue reshaping global markets. Let's break down the major moves:
π Gold & Silver Surge
The precious metals market is absolutely crushing it, patriots. Gold has hit another all-time high, while silver has powered up to $32.30. This rally isn't just noise β it's a direct response to President Trump's strong stance on trade policy, particularly his latest moves on steel and aluminum tariffs. Since returning to office, these America First policies are already showing results in strengthening our strategic position.
βοΈ Global Economic Chess Moves
The Biden-era damage to our economic sovereignty is being systematically reversed. We're seeing this play out in two major developments:
China's attempting to prop up their markets with stimulus measures (showing their weakness)
The historic shift of gold stockpiles from London to U.S. vaults (America's financial strength growing)
π‘οΈ Strategic Metals & National Security
A game-changing development is brewing with Ukraine's offer to President Trump for a rare earths partnership. This potential deal could be huge for breaking China's chokehold on critical minerals while strengthening our allies. Smart negotiating β exactly what we'd expect from a businessman president.
βοΈ Mining Sector Developments
The mining ETF performance in January confirms what we've been telling you β physical metal and mining shares are where smart money is moving. The establishment media won't tell you this, but the gold mining ETFs' outperformance is a clear signal of what's ahead.
π Key Takeaway
The pieces are falling into place for a major precious metals bull run. Between Trump's strategic trade moves, global uncertainty, and the continuing cleanup of the Biden-era economic mess, the case for precious metals has rarely been stronger. The smart money is already positioning β are you?
Remember, while we're seeing positive momentum, always conduct your own due diligence and consider consulting with a financial advisor before making investment decisions.
π Crank it Up

πΊπ¦ Ukraine's Rare Earth Opportunity
Since returning to office, President Trump has been masterfully positioning America for strategic resource independence. The recent proposal from Ukraine's President Zelenskiy offering access to their rare earth deposits could be a game-changing opportunity for patriot investors. Let's break it down:
Pros
Strategic diversification away from China's monopoly on rare earths
Potential early-mover advantage for American investors
Rich deposits of critical elements needed for technology and defense
Trump's negotiating expertise could secure favorable terms
Partnership could strengthen both nations' positions against adversaries
Could lead to significant price stabilization in rare earth markets
Cons
Geopolitical risks due to ongoing regional tensions
Infrastructure development needs substantial investment
Mining and processing capabilities need to be built from ground up
Potential opposition from globalist interests
Market uncertainty during development phase
Timeline to production could be extended
How to Invest
Direct Mining Plays:
Watch for American companies that secure Ukrainian mining rights
Consider established rare earth miners expanding into Ukraine
Monitor for new joint ventures or partnerships announcements
ETF Exposure:
Rare earth and strategic metals ETFs
Defense industry ETFs (as major rare earth consumers)
Keep cash ready for new Ukraine-focused investment vehicles
Supporting Industries:
Mining equipment manufacturers
Processing technology companies
Transportation and logistics firms
Trump's involvement significantly increases the likelihood of success here. His America First policies have consistently delivered results, and this partnership could be another win for U.S. investors. The Biden era left us dangerously dependent on China for these critical materials β this deal could help reverse that damage.
Next Steps
Start building a watch list of potential players
Consider allocating 5-10% of your metals portfolio to rare earth exposure
Stay informed about developments in U.S.-Ukraine mineral agreements
Watch for specific company announcements related to Ukrainian operations
Remember: While this opportunity looks promising, always conduct thorough due diligence and consider consulting with a financial advisor before making investment decisions. The rare earths sector can be volatile, so position sizing and timing are crucial.
π Merch

The Digital Scale Master Pro X500
"Weigh In Before You Buy In"
With gold hitting new records and silver surging past $32/oz, accuracy matters more than ever. The X500 gives you precision to 0.01g, instant troy ounce conversion, and built-in counterfeit detection.
Features include backlit display, calibration weights, and hardshell carrying case.
Because when you're investing in precious metals during these uncertain times, every fraction of an ounce counts.
πΈ What Weβre Listening to Today
This weekβs song has to be "Gold" by Prince. Not just because of the obvious title, but because of the prescient lyrics that fit perfectly with today's record-breaking gold prices and the massive movement of gold from London to U.S. vaults:
πΈ "Everybody wants to sell what's already been sold
Everybody wants to tell what's already been told
What's the use of money if you ain't gonna break the mold?"
Released in 1995, these lyrics seem eerily prophetic as we watch President Trump breaking the old global financial mold, with America's gold stockpiles now reaching levels equivalent to over 4 years of demand. The song's driving rhythm and confident delivery mirror the strong momentum we're seeing in precious metals markets.
Thatβs all for this week.
Stay frosty,
Carter
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