Why Commodities Are Stealing the Spotlight
The first half of 2025 has seen a dramatic shift from tech to hard assets. Here’s what’s driving the rally:
Uranium (+12% YTD): Supply shortages worsened after Cameco reduced production targets, pushing spot prices to $106/lb—a 30% YTD gain.
Gold holds near $2,400/oz: Investors flock to safe havens as the Fed hints at September rate cuts (68% probability, per CME FedWatch).
Key Drivers:
- Geopolitical tensions: Escalating conflicts in resource-rich regions.
- Inflation hedge: Commodities outperform when rate cuts loom.
- Bitcoin correlation: Gold and BTC now move in tandem (R²=0.7 in 2025)
How to Play the Trend
While we reserve our top stock picks for subscribers, focus on
- Exploration-stage uranium miners (high-risk/high-reward).
- Gold juniors with proven reserves (look for NPV/EV ratios >1.5).
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