Narratives 1. NASDAQ 100 EXTENDS RALLY TO 13 DAYS, LONGEST STREAK SINCE 2013 2. Return since October Silver Miners $SIL +56% Oil Services $OIH +47% Copper Miners $COPX +46% Gold Miners $GDX +45% Natural Gas Equities $FCG +28% Uranium Sector $URNM +26% Mag7 $MAGS 0.00%
Interesting Bull Market 2026 Uranium Miners $URNM +25% Rare Earths $REMX +18% Metal $XME +18% Copper Miners $COPX +18% Coal $COAL +14% Gold Miners $GDX +13% Consumer Staples $XLP +13% Global Value $GVAL +12% Mag 7 $MAGS -4% Innovation $ARKK -8% Bitcoin $IBIT -20% Bloomberg
2025 Hard Assets vs. Paper Certificates Gold $GDX +112% Silver $SIL +110% Power $NUKZ +79% Copper $COPX +63% Uranium $URNM +60% vs. Mag7 $MAGS +24% S&P 500 $SPY +17% Software $CLOU +4% Innovation $ARKK +0% Bloomberg
2025, an Epic Year $GDX +132% $SIL +132% $REMX +83% $PLTM +76% $NUKZ +72% $COPX +60% $PALL +59% $SOXX +33% $SLX +26% $MAGS +18% $IBIT +14% $TLT +4% Bloomberg data l
2025 as of Aug 30th Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.
Hard Assets in 2025 Gold Miners $GDX 127% Silver Miners $SIL 126% Rare Earth Metals $REMX 74% Platinum $PLTM 71% Nuclear $NUKZ 60% Copper Miners $COPX 60% Palladium $PALL 37% Semiconductors $SOXX 29% Steel $SLX 27% Bitcoin $IBIT 25% Mag7 $MAGS 20% US Treasuries $TLT 5% Bloomberg data.
2025 Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.
Hard Assets vs. Financial Assets - Regime Change Today Gold Miners $GDX +2.45% S&P 500 $SPY -0.77% (2) https://t.co/VzMOIhTlUj
Hard Assets vs. Financial Assets 2025 Silver Miners $SIL +72% Gold Miners $GDX +71% Nuclear $NUKZ +49% Rare Earths $REMX +41% Metals $XME +40% Gold $GLD +29% Coppe Miners $COPX +22% Stocks $RSP +5%* vs. Software $CLOU -9% *S&P 500 Equal Weight -1.5% since November. https://t.co/HR1evpX4vp
2025 Hard Assets vs. Financial Assets Gold Miners $GDX 66% Copper Miners $SIL 60% Nuclear $NUKZ 48% Platinum $PLTM 44% Palladium $PALL 28% Copper $COPX 15% Mag7 $MAGS 5% Bloomberg data
