The Most Surprising Stock In My Portfolio

Written by Gerardo Del Real
Posted June 24, 2019

Last month, I told you it looked like the bottom in the gold market.

I told you to keep an eye on Iran and, after years of telling you gold was not ready for prime time, things suddenly changed. Several months ago, I began telling you gold was a second-half-of-this-year story.

I’ve told you for years the 10-year was the canary in the coal mine.

Two weeks ago, I told you my contrarian heart was smiling as no one believed the latest gold rally was sustainable.

I also explained late last year and again in April that the Fed would blink and that there would be cuts, not hikes, by year-end.

I’m not highlighting all these points to pound my chest (years of a nasty bear market keep me more than humble).

I’m telling you all this because I want you to listen very closely when I repeat what I told you on June 10, 2019.

Buy the best junior miners right now.

I’ve been waiting for this market for nearly a decade. The head fake in 2016 led to the launch of Junior Mining Monthly and I don’t have to tell you how painful — though valuable — the following years have been.

That does not mean gold will go straight up. Expect pullbacks and some profit taking along the way.

I’m now going to tell you something most won’t and show you how you can make money from it.

You can expect both gold and Bitcoin to continue to surge upwards. Bitcoin is clearly in another bull market as the pivot away from public assets (think government bonds) and into private assets (gold, cryptos, real estate in low-tax states, collectibles, etc.) accelerates.

I know the market tends to be fragmented between those who love Bitcoin and hate gold or vice versa.

I’m no crypto bug and I’m not a gold bug, I just want to make subscribers and myself money when I see a significant opportunity.

Which is why I want to tell you about the biggest non-resource speculation in my portfolio.

It’s a company that Outsider Club founder Nick Hodge has uncovered.

Nick is one of the most interesting venture capitalists I’ve ever met.

You see, where I stick to resource stocks 99% of the time — this being one exception — Nick manages to become an expert in just about anything that piques his interest.

He called the first Bitcoin bull market, getting readers in when Bitcoin was around the $1k mark.

Readers followed Bitcoin as it soared to nearly $20k, where he nailed it calling the top.

Always one to outdo himself, he just called a bottom in Bitcoin again at the $3500 mark. Impressive, to say the least.

Not only has he managed to consistently call tops and bottoms in the space, but he’s also recently introduced what he calls one of the most lucrative situations he’s ever uncovered.

I believe him, which is why the company is my largest personal non-resource stock.

It has everything I like underpinning it: world-class management, substantial moat, first-mover advantage, scale, and a trend that makes this company an absolute cash cow.

Check out what he has uncovered.

To your wealth,

gerardo-sig

Gerardo Del Real
Editor, Junior Mining Monthly and Junior Mining Trader.

For the past decade, Gerardo Del Real has worked behind-the-scenes providing research, due diligence and advice to large institutional players, fund managers, newsletter writers and some of the most active high net worth investors in the resource space. Now, he is bringing his extensive experience to the public through Outsider Club, Junior Mining Monthly, and Junior Mining Trader. For more about Gerardo, check out his editor page.

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