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Rare Earth Stocks - Matt Warder Breaks It Down!

In it to Win it

Release Date: 11/06/2025

Gold Hits New Highs as Silver Jumps 14% in One Week ~ Monday Market Moves show art Gold Hits New Highs as Silver Jumps 14% in One Week ~ Monday Market Moves

In it to Win it

👉 📩 📩   This week’s Monday Market Moves opens with Steve Barton reviewing fresh all-time highs in the S&P 500 amid holiday thinned trading, declining volume, and lingering effects from triple witching. He explains how retail driven optimism is lifting prices while professional traders remain largely sidelined, keeping volatility compressed and the VIX subdued. The dollar tests the lower boundary of a long-term channel before bouncing, setting up a potential inflection points for currencies and commodities. Attention then turns to precious metals where gold...

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Silver & Platinum Explode as Commodities Surge ~ Monday Market Moves show art Silver & Platinum Explode as Commodities Surge ~ Monday Market Moves

In it to Win it

👉 📩 📩 This week’s Monday Market Moves begins with Steve Barton examining the S&P 500’s post triple witching behavior alongside movements in the dollar, Treasury yields, and volatility. He explains how elevated volume tied to contract rollovers distorts short term signals while underlying momentum remains intact. The dollar firms against other currencies but faces heavy resistance, yields pull back within a longer-term downtrend, and market complacency stays elevated as risk appetite holds firm. From there the focus shifts to precious metals where gold pushes into...

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Why Seabridge Matters So Much to Nation’s Royalty show art Why Seabridge Matters So Much to Nation’s Royalty

In it to Win it

Join me for Rick Rule's Golden Triangle Bootcamp here:👉   Derrick Pattenden, CIO of Nations Royalty, frames the discussion around a structural gap in the mining sector: Indigenous communities often participate at the project level but rarely capture diversified, long-duration value. He outlines how Nations Royalty was built to solve this problem by pooling royalty interests, reducing single-asset risk, and converting episodic mine revenue into scalable, enduring cash flow. Pattenden emphasizes that the market continues to underestimate the strategic leverage Indigenous groups bring...

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Rick Rule Says the Golden Triangle Could Ignite Gold and Silver show art Rick Rule Says the Golden Triangle Could Ignite Gold and Silver

In it to Win it

Join the Rick's Gold Bootcamp here:👉 ? via=inittowinit 📩 Join our Premium Newsletter 15% off!  📩 15% Off Technical Analysis Charts Video Series: Rick Rule, renowned commodities investor and natural resource financier, opens the discussion by grounding the market narrative in capital flows, risk perception, and the ongoing mispricing of real assets. He explains how interest rate expectations and currency behavior continue to distort investor decision making, keeping many commodities undervalued despite tightening physical fundamentals. Gold remains supported by expanding...

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Gold and Silver Lead as Oil and Gas Whipsaw ~ Monday Market Moves show art Gold and Silver Lead as Oil and Gas Whipsaw ~ Monday Market Moves

In it to Win it

This week’s Monday Market Moves opens with Steve Barton breaking down the S&P 500, Treasury yields, and currency movements, outlining how shifting macro signals are shaping risk appetite and influencing commodity trends. He walks through early equity action and dollar behavior before turning to precious metals, where gold remains resilient, silver continues to tighten within a narrowing range, and miners stay compressed near key technical levels that suggest ongoing accumulation. Steve then moves through the industrial and energy complex, highlighting constructive basing in copper and...

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Gold Is Coiling Tight… Massive Move Incoming ~ Monday Market Moves show art Gold Is Coiling Tight… Massive Move Incoming ~ Monday Market Moves

In it to Win it

This week’s Monday Market Moves reviews how the S&P 500, yields, and currency shifts shaped the commodity landscape, with Steve. He walks through the early action in equities and the dollar before moving into gold strength, silver’s tightening structure, and the continued compression in miners as they approach potential breakout levels. He explains how copper and its related ETFs are forming constructive patterns while uranium maintains a firm bullish trend supported by steady spot pricing. Energy names receive close attention as oil softens inside a fading channel and natural gas...

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Mining Stock Monkey: Royal Gold Could Explode Next show art Mining Stock Monkey: Royal Gold Could Explode Next

In it to Win it

Steve Barton sits down with Jordan Rusche, founder of Mining Stock Monkey, for a direct and highly focused breakdown of where he is deploying serious capital across gold, silver, oil, nickel, and the largest royalty companies during a mature but still powerful gold bull market. He explains his shift away from junior royalty names toward major firms after seeing the impact of heavy G and A costs, and outlines why Royal Gold could experience a major re-rating and even an S&P 500 inclusion. Jordan also explores silver exposure through Triple Flag and Royal Gold, offers clear takes on Barrick...

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Doomberg Predicts Global Energy Shift in 2025 show art Doomberg Predicts Global Energy Shift in 2025

In it to Win it

Doomberg, our resident energy expert behind one of Substack’s top financial newsletters, returns to In It To Win It with Steve Barton to deliver a sharp, data-driven look at global energy, economic stability, and geopolitics. He explains why the world is currently awash in hydrocarbons, with oil drifting toward a long-term equilibrium of 55 dollars per barrel and coal showing minimal movement. Natural gas, however, is gaining momentum as AI-fueled demand from new data centers begins shifting to regions like the Permian Basin. Doomberg breaks down how this rising demand for gas could...

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Silver Hits Record Highs While Gold Targets 4400! show art Silver Hits Record Highs While Gold Targets 4400!

In it to Win it

In this week’s Monday Market Moves, Steve Barton breaks down a massive week for commodities. Silver exploded 14.5 percent to hit new all-time highs while gold jumped over four percent and cleared key resistance. Steve explains how silver’s breakout flips prior resistance into strong support and uses Fibonacci extensions to map the next target near 65 dollars. Gold is now approaching its all-time highs and remains in contango, with futures trading higher than spot. The S&P 500 rose 3.7 percent, but Steve sees weakness ahead as falling volume signals retail-driven movement. The US...

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Save HUGE on Taxes with These IRA Investment Hacks! show art Save HUGE on Taxes with These IRA Investment Hacks!

In it to Win it

Dennis Blitz, founder of the IRA Club, reveals overlooked yet powerful strategies for maximizing retirement accounts in this episode of In It To Win It with Steve Barton. Recorded at the 2025 New Orleans Investment Conference, the discussion uncovers how self-directed IRAs can be used to invest in real estate, gold, and even other people’s businesses while remaining fully compliant and tax efficient. Blitz explains how Roth IRAs offer long-term tax-free growth, why most investors are missing out on these opportunities, and how the 1975 tax code still allows tremendous flexibility for...

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More Episodes

In this interview from the 2025 New Orleans Investment Conference, Matt Warder of Seawolf Research lays out a high-level macro view on coal and rare earth markets. He explains how Chinese steel exports have disrupted pricing across both thermal and metallurgical coal, with met coal dropping from 600 to 175. Despite soft prices, coal stocks have sharply outperformed the broader market, benefiting from rising interest in small caps, high short interest, and rare earth exposure. Warder notes that thermal coal is still profitable domestically and points to AI-driven base load demand as a key factor supporting coal and gas going forward.

Connect with Matt Warder!

Twitter: https://x.com/mfwarder

LinkedIn: https://www.linkedin.com/in/mfwarder/

Substack: https://substack.com/@seawolfresearch

The discussion then pivots to rare earths with a focus on Ramaco Resources and its Brook Mine in Wyoming, which contains rare earths within its clay zones. Warder highlights the growing importance of Western nations developing complete supply chains from mine to magnet. He introduces his new platform called The Rare Earth Trader, aimed at educating investors on this evolving sector. Topics include the strategic need for vertical integration, government funding trends, and the potential for U.S. processing hubs. Warder also stresses the speculative nature of the space and the need for due diligence as market froth builds across mining and resource equities.

The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve’s newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners.

Don’t miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit
https://www.stevebartonmoney.com/ to join the free newsletter.

Key Insights in this episode:

✅ Met coal rebounding toward $200 with support from China

✅ Thermal coal steady but pressured, bottoming near $110 Newcastle

✅ AI-driven power demand keeping U.S. base load generation strong

✅ Natural gas setting the floor for coal prices as winter approaches

✅ U.S. unlikely to build new coal plants but restarts are coming

✅ Ramaco’s Brook Mine rare earth potential gaining major traction

✅ Rare earths market still speculative, but vertical integration is key

✅ U.S. building mine-to-magnet supply chain to counter China

✅ Government grants may reshape rare earth economics in 2025

✅ Warder launches "The Rare Earth Trader" to track industry moves

 

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Key Insights in this episode:

✅ Met coal pushing $200 with China buying

✅ Thermal coal holding near $110

✅ AI boosts U.S. base load power demand

✅ Gas prices support coal into winter

✅ U.S. restarts coal plants instead of building new

✅ Ramaco’s Brook Mine rare earths gaining attention

✅ Rare earths still speculative, integration is key

✅ U.S. building supply chain to rival China

✅ Government funding could shift rare earth economics

✅ Warder launches Rare Earth Trader to track the space

 

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

 

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