Greetings, Investors! Over the last several weeks we've been ringing the cash register BIG-time; primarily by selling all or parts of what had been pretty heavy allocations especially to precious metals-related ETFs and even a few of my recommended companies.
Likewise, I advised selling all or parts of a few critical metals themes; in those cases, chiefly because I anticipated (mostly) the purported "truce" between the U.S. and China causing some "hot money" to flee those stories for a while.
As I discussed along the way as well as in making several of those specific sell/trim recommendations to our Members, my long-term views of these areas HAVE NOT CHANGED.
But I've articulated (and will continue doing so) the key near-term headwinds that are more likely than not to make things worse before they get better.
That said...
...I have been advising our people to incrementally redeploy some of our recent gains into the better stories in PM's specifically--and critical metals generally--"down the food chain" that still represent unappreciated value.
Arizona Gold & Silver (TSXV-AZS; OTCQB-AZASF) is but one of a number of such opportunities I'm recommending these days; and RIGHT HERE (or by clicking the above graphic) you can watch a fresh update I just had with C.E.O. Mike Stark.
As you'll hear in my introduction, AZS' two key drivers make it a standout; and this is the kind of company you can and should be investing in for its long-run story, irrespective of the swings in PM prices!
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Next, here's yet another guest "gig" of mine: this one with Charlotte McLeod from the floor of the recent New Orleans Investment Conference.
You can watch the fast-paced, multi-subject discussion we had RIGHT HERE or by clicking on the below graphic.
Here again, we talked about the increasingly troubled macro setup...an overdue, broader correction for stock markets knocking at the door...the inadequacies still of U.S. (and Canadian) moves to reinvigorate energy and mining...and MORE.
But I also advised -- as mentioned above here -- that investors should be taking the present unfolding opportunity to look for metals and energy stories alike that still are good long-term bets, especially as many good stories have been caught up in recent profit-taking.
I held forth on my top commodity story for 2026 (I'll give you three guesses; the first two don't count!) ... why (notwithstanding the present consolidation/correction) gold still has a bright future ... why fossil fuels won't be overlooked much longer ... and LOTS MORE!
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Ultimately, my job is to HELP YOU better understand our world and become a more wise and consistent investor.
Whether we're talking about tech stocks...cryptos...A.I. (I love that below graphic!)...or even gold recently, being too "religious" is never a good thing.
Times like this with so many risks and cross currents--together with opportunities--are when the wise embrace the necessary exercise of proper portfolio management/asset allocation.
As I'll be continuing to explain as 2025 winds down and we look toward a 2026 that will be even more volatile politically and otherwise, we're all going to be learning anew that preserving capital is as important as these recent interludes where it's been possible to grow it substantially.
As a reminder, for those of you who really want to roll up your sleeves and be better positioned than most, make sure to follow me on social media as well if you aren't already. There (Chiefly, LinkedIn and X) I share news, others' work and more that I believe best represent and "second" my own take on things.
And, you'll be able to keep up with a lot more news on some of my covered companies/sectors as well.
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple -- Saturday, Nov. 15, 2025
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