Rick Rule Says the Golden Triangle Could Ignite Gold and Silver
Release Date: 12/16/2025
In it to Win it
In this weekβs Monday Market Moves, I walk through how markets wrapped up the week and how Iβm positioning for what comes next. π© π© π π© Tools for Success that I Love and find Helpful / Affiliates: I begin with the macro picture, looking at the S&P 500, the U.S. dollar, and Treasury yields to set the tone. With equities rolling over near long-term resistance, the dollar breaking down decisively, and yields drifting back toward key moving averages, the broader backdrop continues to tilt in favor of commodities rather than stocks if these trends...
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π© π© π Rick Rule, a veteran natural resource investor, educator, and longtime capital markets participant, delivers a grounded, experience-driven outlook shaped by more than four decades in mining and energy investing. Drawing on real-world capital cycles rather than abstract theory, Rick Rule explains why gold and silver are responding not to short-term hype but to sustained erosion in currency purchasing power. He frames precious metals as monetary assets reasserting their role as stores of value as confidence weakens in fiat currencies, bonds, and long-dated...
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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 margins and improving underlying economics, while silver begins to display stronger momentum and heightened volatility. Mining equities stay deeply compressed, a condition Rick interprets as prolonged accumulation driven by capital scarcity rather than fundamental weakness.
The focus then shifts to industrial and energy markets, where Rick highlights a growing copper supply deficit caused by meaningful production disruptions that the market has yet to fully recognize. Oil remains under pressure due to soft demand rather than oversupply, while uranium stands out for its price discipline and improving long term structure. He also addresses niche metals and speculative excess, cautioning investors against promotional narratives and emphasizing disciplined allocation. The segment concludes with updates on investor education initiatives and tools designed to help serious participants navigate the next phase of the commodity cycle.
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Key Market Insights This Week:
β
Rick Rule remains constructive on commodities despite uneven macro signals
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Gold continues to strengthen as margins expand and fundamentals improve
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Silver outperforms with rising momentum and increasing volatility
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Mining equities stay deeply compressed, signaling ongoing accumulation
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Copper faces a growing supply deficit despite muted price response
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Uranium holds firm with disciplined pricing and solid demand support
β
Oil remains weak due to demand softness rather than excess supply
β
Industrial metals lag precious metals in investor attention
β
Niche metals attract hype, but fundamentals remain selective
β
Capital scarcity continues to favor high-quality resource assets
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Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom Plus (2 Free Months)
Uranium Insider Justin Huhn Newsletter
Chapters:
00:00 Welcome & Rick Rule Returns
04:56 Golden Triangle Bootcamp Overview
07:35 Key Takeaways From the Golden Triangle Tour
11:27 Precious Metals Bull Market Confirmed
13:21 Caution on Niche Metals
15:26 Copper Outlook Still Intact
18:21 Copper Supply Disruptions
22:56 Silver at New Highs
24:25 When to Trim Silver Positions
27:24 Mining Costs vs Silver Prices
31:27 Oil Market Pullback
34:36 Geopolitics and Oil Supply
39:39 Closing Thoughts & Where to Follow Rick
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.
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