Are You Generating Massive Gains? Hi John, As I write this email, gold is soaring to new record highs above $2,650! In fact, over the past year the gold price is up more than $1,000 or 64%. This trend is only going to accelerate over the next few years as interest rates come down and governments reinstates stimulus measures. If you don't have your full desired allocation of physical gold and silver, you might want to get moving. I typically buy gold and silver bullion online, using jmbullion.com, but it is worth shopping around for the best deals. Costco.com has been offering gold coins and bars at a discount to what other online dealers or local coin shops are charging. For example, this PAMP Suisse gold bar is $2,800 to $2,900 at most dealers online, but Costco has it for $2,679. They tend to sell out quickly, but it was available last week and is worth your time to do a quick check at Costco before buying elsewhere. Gold mining stocks had been underperforming last year and in early 2024, but are starting to wake up. In fact, the GDX is outperforming on a year-to-date basis and a few our top picks are up over 100% in 2024 with several up over 50%. I think mining stocks are still offering a good value relative to the metals that they mine and I like holding a mix of physical gold and silver, plus a handful of quality mining stocks. If you would like to receive our commentary on metals and miners, plus our top picks and monthly updates, you can sign up here and get started for just $195. What About Crypto? We first recommended Bitcoin to subscribers under $1,000 and Ethereum at $12. Bitcoin has gone up 64x since and Ethereum is up 220x! Many of our subscribers became millionaires following our recommendations from the early days. While those returns are incredible, our altcoin picks often outperform. In just the past year, Bitcoin is up over 142%! And this is down from recent highs. But our top AI cryptocurrency is up 675% in the past year and our top crypto stock pick is up 365%. While we think holding a majority position in Bitcoin is wise, there are definitely opportunities to capture leveraged gains from altcoins and crypto stocks. Regulatory risk was the main risk to the sector in the past, but we now have multiple spot Bitcoin and crypto ETFs approved and trading in the stock market. The largest financial institutions have fully embraced crypto and are actively encouraging their clients to invest in it. We also have Presidential candidates throwing their support behind crypto and the SEC dropping prior lawsuits. With the regulatory risk mitigated, massive new demand from the spot ETFs, the halving reducing Bitcoin output earlier this year and central banks/governments reversing course on interest rates and stimulus, the future looks very bright for scarce assets such as gold and Bitcoin. While the days of Bitcoin doing a 10x or more in a year are likely over, I still expect crypto to continue outperforming all other asset classes by a wide margin. It is not too late to invest in this sector and prosper. If you would like to receive our crypto research, follow which tokens we are buying/selling, track how we are timing the market, learn about DeFi, self-custody, and so much more, you can sign up here and get started for just $195. If you are new to investing in crypto, we include a "Beginner's Guide" that will help explain the basics, including where to buy each coin, the safest way to store them, how to avoid scams and other tips that make it easy to get started. Is it Too Late to Invest in Artificial Intelligence (AI)? We have been covering AI, robotics and other disruptive technology investments for several years. While valuations can certainly get ahead of themselves, we are believers in the transformational potential ahead in these sectors. And when the markets correct, we think there are excellent buying opportunities in names that fly under the radar for most tech investors. I like taking the "picks and shovels" approach to investing in the emerging artificial intelligence sector. This is a reference to all of the entrepreneurs that became wealthy supporting those participating in the gold rush by selling things like picks and shovels, rather than searching for the gold themselves. Instead of buying the big names that everyone knows and bids up to ridiculous P/S ratios, I have been recommending companies that provide the critical components for AI data centers and robotics companies. This might include power systems that increase efficiency, heat transfer systems, switching modules, fiber optic cables, etc. To get our top picks in the technology sector, you can sign up here for just $195. You may also want to consider our all-inclusive Mastermind Membership, which gives you access to all 4 of our newsletters and our chat room. I am in the chat room 5 days/week posting news, charts, new investment ideas and my opinions on the markets. I think this is where serious investors can get the best bang for their buck and the most detailed investment ideas. Ready to get instant access to our research covering precious metals, mining stocks, cryptocurrencies, artificial intelligence and more?
Cheers, Jason Hamlin Founder - Nicoya Research
Jason Hamlin is the founder of Nicoya Research and has published investment research since 2005. He previously worked in data analytics for Nielsen, the world’s largest market research firm, where he consulted to Fortune 500 companies including Nestlé, Johnson & Johnson, and Del Monte. Jason eventually left the corporate world and leveraged his analytical skills to successfully trade stocks full-time while traveling the world. After helping his parents double their investment portfolio in under two years, Jason decided to start Nicoya Research and share his investment research and strategies to help others achieve financial freedom. |