Gold is on FIRE! And this strategy is, so far, undefeated!
Hey folks,
The market never runs out of surprises.
Let’s start with energy.
Insurance costs are climbing — and not just a little. Insurers are now pricing in political risk on top of everything else.
Wind and solar were already struggling. The so-called “Big Beautiful Bill” isn’t pumping in the subsidies like it used to, so margins are thinner.
On top of that, insurers who used to write three-year policies for weather or mechanical damage are now cutting back to one year — and charging more for it.
That matters, because higher insurance costs make new projects less attractive. If you’re an energy company deciding whether to build or expand, and your coverage costs just doubled, it can tip the scales toward “don’t bother.”
It’s one more reason the clean energy space has been getting beat up lately.
Then we’ve got RFK Jr. shaking things up.
This week he came out and claimed that Tylenol causes autism. Whether you buy that argument or not, the market wasted no time reacting. KVUE — the J&J spinoff consumer health company behind Tylenol — dropped 10% almost instantly.
And here’s the bigger point: when a high-profile figure like RFK Jr. makes a statement like that, it can move billions in market cap with a single headline. It’s not about whether he’s right or wrong — it’s about perception, lawsuits, and investors trying to get out of the way first.
The question is, who’s next? If he keeps going after household-name products, we could see more sudden hits in the consumer health sector.
Meanwhile, metals are still in the spotlight.
Gold is climbing again, pushing toward $3,700. That’s an impressive move, but what really catches my eye is silver.
Silver’s been banging its head against $42. That’s a tough ceiling. But if it finally breaks through and closes above it, the chart says it’s got room to run — possibly all the way to $50.
That would be a major shift, and one worth keeping a close eye on. For now, silver’s stuck, but it’s coiling up energy for its next big move.
So here’s the quick rundown:
- Energy companies are squeezed by rising insurance costs and falling subsidies.
- Celebrity soundbites can tank a stock in seconds — KVUE just learned that the hard way.
- Gold keeps grinding higher, while silver waits for its breakout.
Plenty to chew on, and we’re just getting started this week.
I discussed this and more on Profit Panel. Catch your on-demand replay here!
Stay sharp,
— Geof
