
Sign up to save your podcasts
Or


Teo Dechev, CEO of Mundoro Capital, outlines the company's copper-focused prospect generator model and how it partners with major mining companies to fund exploration while minimizing shareholder dilution.
π Mundoro Capital
π© Substack
π Technical Analysis Video Series
Recording Date 3-4-2026. Mundoro acquires prospective copper porphyry land packages, develops early geological targets, and then brings in large partners to finance expensive drilling programs. With roughly C$50M market capitalization, about C$4.2M in cash, and no debt, the company focuses on generating value through option payments, milestone payments, and potential long-term royalties while partners can earn up to 100% ownership of projects. Institutional investors hold just over 50% of the company, management and insiders hold under 10%, and Dechev personally owns roughly 3β4%, aligning leadership closely with shareholders.
The discussion highlights Mundoro's expanding exploration portfolio, particularly in Serbia where partner BHP has committed up to $35M in exploration spending across a land package now covering roughly 950 kmΒ². Ongoing drilling programs in 2026 are targeting multiple copper porphyry systems, while Tristan assay results are expected in the upcoming year-end MD&A. Additional catalysts include potential joint ventures for Arizona projects such as Dos Bebos, CIO, and Copperolis, along with a pending Bulgarian court decision related to the Iskar project. Dechev also emphasizes the company's disciplined capital strategy, noting that the generator model has resulted in only about 2% dilution over the past decade while allowing partners to fund exploration that could ultimately generate significant royalty value if major discoveries are made.
Key Insights in this episode
β Mundoro finds copper exploration targets and partners with major mining companies to fund drilling.
β Partner-funded exploration has kept shareholder dilution to about ~2% over 10 years.
β The company has roughly C$50M market cap, C$4.2M in cash, and no debt.
β BHP can spend up to $35M exploring Mundoro's projects in Serbia.
β The Serbia exploration area now covers about ~950 kmΒ² with multiple drill targets.
β A major discovery could generate significant long-term royalty value.
β Arizona projects including Dos Bebos, CIO, and Copperolis are being prepared for joint ventures.
β Upcoming catalysts include 2026 drilling, Tristan assay results, Arizona partnerships, and a Bulgaria court decision.
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Introduction to Mundoro Capital 01:26 Market Cap, Cash & Debt 02:22 Prospect Generator Business Model 05:01 Building Relationships with Major Mining Companies 07:32 Team Experience and Structure 09:27 Maintaining Low Share Dilution 12:01 Ownership Structure and Insider Holdings 14:38 Top Risks: Commodities, People, Geopolitics 17:34 Global Copper Supply and Market Dynamics 19:04 Targeting Large Copper Porphyry Deposits 21:05 Serbia Projects and BHP Exploration 25:22 BHP $35M Option Agreement Explained 31:58 Arizona Copper Projects Update 33:36 Mining Environment in Arizona 35:18 Key Exploration Questions and Discovery Process 37:46 Long-Term Vision for Mundoro 41:00 Catalysts Over the Next 18 Months 42:04 Learn More About Mundoro Capital
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.
#TeoDechev #MundoroCapital #CopperMining #MiningStocks #JuniorMining #CopperPorphyry #MiningExploration #ResourceInvesting #CommodityMarkets #CopperStocks #NaturalResources #MiningIndustry #Drilling #BHP #CriticalMetals #EnergyTransition #StockMarket #MiningInvesting #RoyaltyModel #BaseMetals #SteveBarton #InItToWinIt
In this week's Monday Market Moves, I break down a critical shift across equities, currencies, bonds, and commodities as technical levels tighten. π© Website: https://www.stevebartonmoney.com/newsletter π© Substack: https://stevebarton.substack.com/
π Technical Analysis Video Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners Recorded on 2-27-2026. With the S&P 500 flashing early bear signals and capital rotating into hard assets, I outline how I'm positioning across precious metals, energy, base metals, and crypto.I cover the S&P 500's developing bearish crossover and resistance near 7,000, dollar weakness within a long-term breakdown, and falling Treasury yields as capital rotates into bonds. Gold closes above the key 5,200 level while silver surges 13% and outperforms. Copper drifts sideways-to-lower, uranium breaks down toward key buy zones, oil holds above its 200-day moving average, and natural gas tests 2.80 support. Coal enters seasonal weakness, platinum and palladium press resistance within bearish structures, nickel forms a bullish consolidation, and Bitcoin trends toward 61K support.
Key Insights in this episode
β S&P 500 shows a bearish crossover with downside risk toward the 200-dayβ U.S. dollar tests resistance while longer-term breakdown continuesβ 10-year yields fall to 3.95% as money rotates into bondsβ Gold closes above 5,200; silver surges 13% and outperformsβ Copper drifts sideways-to-lower toward major supportβ Uranium breaks down into key accumulation zonesβ Oil holds above the 200-day moving averageβ Natural gas tests 2.80 support after five down weeksβ Coal weakens seasonally; platinum and palladium face resistanceβ Nickel forms a bullish setupβ Bitcoin breaks its bull flag and eyes 61K support
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
0:00 S&P 500 & Dollar Outlook 02:00 Treasury Yields Breakdown 02:42 Gold Above 5,200 09:09 Silver Breakout Surge 13:40 Copper Sideways Bias 16:12 Uranium Pullback Setup 19:09 Crude Oil Turns Bullish 20:39 Natural Gas at 2.80 Support 22:00 Coal Seasonal Weakness 23:09 Platinum & Palladium Resistance 24:50 Bloomberg Commodity Index 27:45 Nickel Bullish Setup 29:59 Bitcoin Near 61K Support 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. #CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt
Tom Hartel is, a seasoned individual investor with decades of experience navigating bull and bear markets and a proven track record of identifying asymmetric, underfollowed opportunities before they make explosive moves.
π© Rule Symposium 2026
π© Substack
π Technical Analysis Video Series
Recording Date 2-25-2026. He highlights dividend-paying plays like Woodside Energy, GCC commodity exposure, and PIMCO's MINT ETF for stability, then pivots to what he sees as a structurally undervalued energy sector. Hartel names top picks across producers and drillers, emphasizing balance sheets, free cash flow, share buybacks, and rising dividends. He argues that with oil near $70, many companies can aggressively repurchase shares while rewarding shareholders, positioning energy as a long-term core holding despite volatility.
The discussion then shifts to asymmetric opportunities, including Alphamin (AFM), a major tin producer operating the high-grade Bisie mine in the Congo, supplying roughly 6.5% of global tin. With shares up 13% year-to-date, an 8% dividend, a P/E of 11, no debt, and tin prices up 25% YTD, Hartel sees strong fundamentals supported by improving grades and Abu Dhabi Mining Company's 56% stake acquisition in June 2025. He also outlines a bold options strategy on Take-Two ahead of the Grand Theft Auto 6 release, framing it as a potential multi-bagger driven by loyal customers and massive projected sales.
Key Insights in this episode
β Capital Preservation First: Woodside Energy, GCC, and MINT positioned as stable income anchors β Energy Conviction: Undervalued producers generating strong free cash flow at $70 oil β Shareholder Returns: Dividends plus aggressive buybacks driving total return potential β Driller Advantage: Phoenix and peers benefit from long-term producer relationships β Turnaround Setup: KMD Brands priced for distress despite billion-dollar revenue base β Tin Opportunity: Alphamin's Bisie mine supplies ~6.5% of global production β Strong Fundamentals: 8% dividend, 13% YTD gain, P/E of 11, debt-free balance sheet β Asymmetric Speculation: GTA 6 thesis offering leveraged upside potential
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
Chapters
00:00 Tom Hartel Returns to the show! 00:37 Track Record & Big Wins 02:38 Safe Picks & Viewer Shoutouts 06:35 Energy Sector Overview 11:29 Top Drilling Stocks 16:43 Top 3 Energy Picks 18:04 KMD Turnaround Play 22:23 Alphamin Tin Thesis 24:43 GTA 6 Stock Play 28:44 Take-Two Valuation Breakdown 32:53 Options Strategy Explained 33:51 Market & Mining Outlook 37:09 Premium Teaser & Close
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.
#TomHartel #Alphamin #TinStocks #EnergyStocks #OilInvesting #DividendStocks #MiningStocks #CommodityInvesting #ValueInvesting #StockMarket #GTA6 #TakeTwoInteractive #DrillingStocks #Copper #Gold #Silver #SP500 #Bitcoin #NaturalGas #Uranium #SteveBarton #InItToWinIt
Rick Rule returns to break down today's equity, gold, resource, and speculative markets as they remain strong despite geopolitical tensions, fiscal imbalances, and war in Ukraine. He explains why risk assets continue climbing in a risk-off backdrop and why technological advancement, particularly AI, is broadly beneficial to economic productivity when applied to constrained, high-quality datasets.
π 2026 Rule Symposium
π©Free Substack Newsletter
π©Q&A in the Classroom Feb 26th 12:30pm Pacific Time
π Technical Analysis Video Series
Recording Date 2-23-2026. In this episode of In It To Win It, Rule explains how AI can screen global companies for "net-net" opportunities, turning massive datasets into focused shortlists while leaving qualitative judgment to investors. He also assesses Iran tensions and the Strait of Hormuz, noting that even threats to a route moving ~60% of global oil exports could spark short-term spikes. With a 3β4 million barrel/day surplus, he views oil as overpriced and is selectively buying energy stocks, preferring Exxon near $100 than $160.
The centerpiece is his "Opportunity" thesis on copper: current deficits, ~2% annual demand growth, $250B needed to sustain output, rising state take, and 28-year permitting delays like Resolution signal a structural shortage. He breaks down Wheaton's $4.3B silver stream with BHP and the leverage streaming models unlock. The episode ends with 2026 Rule Symposium details and premium insights on nickel after Indonesia's planned 2026 cuts.
Key Insights in this episode
β Markets strong despite geopolitical and fiscal risks β AI works best with clean data and tight constraints β AI filters data fast but can't replace judgment β Hormuz threats could cause short-term oil spikes β 3β4M bpd surplus suggests oil may be too high β Copper demand growing ~2% annually long term β $250B needed to sustain copper supply; long delays worsen shortages β WheatonβBHP deal shows streaming can fund copper growth
π© Uranium Insider Justin Huhn Newsletter
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Chapters
00:00 Risk-Off Strength & AI Optimism 04:39 AI Data Constraints & Smart Screening 07:32 Iran Tensions & Oil Risk 11:11 Hormuz Threat & Oil Spike Scenario 13:12 Iran Output & Oil Surplus 14:49 Structural Copper Deficit 23:42 WheatonβBHP $4.3B Silver Deal 26:43 Streaming Arbitrage Strategy 27:45 2026 Rule Symposium Preview 31:36 Live Event vs Livestream 32:37 Classroom Invite & Closing
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.
#RickRule #SteveBarton #InItToWinIt #BHP #WheatonPreciousMetals #ExxonMobil #FrancoNevada #RoyalGold #OsiskoGoldRoyalties #TripleFlag #copper #gold #silver #oil #naturalgas #nickel #uranium #S&P500 #AI #RuleSymposium #SteveBarton #InItToWinIt
In this week's Monday Market Moves, I break down how markets finished the week and how I'm positioning as key technical levels tighten across equities, currencies, commodities, energy, and crypto.
π© Uranium Insider Justin Huhn Newsletter
π© Substack
π Technical Analysis Video Series
I begin with the macro setup, reviewing the S&P 500's sideways-to-topping structure near major resistance, the U.S. dollar pressing into overhead resistance within a broader downtrend, and Treasury yields holding a multi-year trendline. With equities struggling to generate momentum and capital rotating selectively, the broader environment continues to favor tactical positioning over passive exposure.
I then move into commodities and digital assets, analyzing gold as it challenges heavy resistance, silver stabilizing after extreme volatility, and copper drifting toward long-term support. I review uranium's consolidation and accumulation strategy, crude oil holding above its 200-day moving average, and natural gas testing lower support after multiple weeks of weakness. I close with coal entering seasonal retracement territory, platinum and palladium forming bearish consolidation patterns, nickel showing early cyclical strength, and Bitcoin building a maturing bull flag beneath significant resistance overhead.
Key Insights in this episode
β S&P 500 presses toward major resistance with a developing topping pattern β U.S. dollar tests overhead resistance with downside bias building β Treasury yields rebound off long-term trend support β Gold approaches heavy resistance near the 5,200 level β Silver attempts recovery after extreme volatility shock β Copper trends lower toward long-term structural support β Uranium consolidates as accumulation strategies develop β Oil breaks above the 200-day moving average in bullish fashion β Natural gas declines toward key support near 2.80 β Coal enters seasonal pullback with staggered limit levels β Platinum and palladium form bearish wedge-style patterns β Nickel shows early signs of a cyclical bottom β Bitcoin builds a maturing bull flag beneath major resistance
π© Uranium Insider Justin Huhn Newsletter
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Chapters
00:14 S&P 500 Technical Setup & Support Levels 02:00 U.S. Dollar Resistance & Yield Trendline 02:56 Gold Resistance at 5,200 & Macro Risks 08:38 Silver Volatility, Bear Flag & 92 Level 15:14 Copper Downtrend & Long-Term Buy Zone 16:44 Uranium Consolidation & Washout Strategy 20:52 Crude Oil Breakout Above 200-Day MA 22:29 Natural Gas Four-Week Decline & Support 23:17 Thermal & Met Coal Seasonal Setup 24:21 Platinum & Palladium Bearish Patterns 26:15 Bloomberg Commodity Index & Nickel 28:40 Bitcoin Mature Bull Flag & RSI Signal
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.
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt
Justin Huhn of Uranium Insider returns to break down the uranium market's evolving supply-demand imbalance and what it means for investors now.
π© Uranium Insider Justin Huhn Newsletter
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
In this episode of In It To Win It discusses that with 165β170 million pounds of mine supply versus more than 200 million pounds of reactor demand, the structural deficit remains intact as reactor life extensions continue to de-risk consumption for decades ahead. He explains why demand visibility over a 5β6 year horizon is far clearer than supply, and why secondary factors like inventory restocking, sovereign stockpiling, and financial buying, highlighted by Sprott's recent capital raise and purchases, are adding pressure beneath the surface.
The discussion dives into major developments reshaping the sector, including Bannerman's Etango offtake agreement with CNNC, reported talks between NextGen and hyperscale data center operators over Arrow production, and what drove the recent spike to $103 followed by a pullback to the $83β$84 range. Huhn also addresses how many uranium companies are truly investable, NuScale's positioning amid regulatory shifts, tranche-based entry strategies for equities, and whether production growth from Mongolia and Uzbekistan threatens the broader thesis. If you value disciplined uranium market analysis, like, share, and subscribe for more in-depth coverage.
Key Insights in this episode
β Uranium demand is increasingly "de-risked" through reactor life extensions
β 165β170M lbs supply vs 200M+ lbs demand signals deficit
β Secondary demand from restocking and financial buying adds pressure
β Sprott purchases and trader activity drove recent price volatility
β $83β$84 appears to be a higher structural floor for spot uranium
β Bannerman's CNNC offtake tightens future available supply
β NextGenβhyperscaler talks could reshape long-term offtake markets
β Fewer than 50 uranium companies have truly investable assets
π© Uranium Insider Justin Huhn Newsletter
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Chapters
00:00 Uranium Market Update with Justin Huhn
00:45 Macro Supply and Demand Overview
01:21 Reactor Life Extensions and Demand Growth
04:18 Secondary Demand and Inventory Dynamics
09:56 Spot Price Volatility and Term Pricing
11:05 Sprott Buying and Trader Activity
16:06 How Many Uranium Companies Exist
17:09 NuScale SMR and NRC Approval Status
20:51 Are Uranium Stocks Good Entry Points
23:52 Mongolia and Uzbekistan Supply Impact
26:13 Premium Segment and Where to Follow
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.
#Uranium #UraniumStocks #NuclearEnergy #UraniumMarket #JustinHuhn #UraniumInsider #NextGenEnergy #Sprott #NuclearPower #CommodityInvesting #EnergyTransition #SMR #NuScale #MiningStocks #SpotPrice #UraniumInvesting #Commodities #ResourceStocks #EnergyMarkets #SupplyDeficit #SteveBarton #InItToWinIt
In this week's Monday Market Moves, I break down how markets wrapped up the week and how I am positioning based on the technical signals developing across major asset classes.
π© 2026 Rule Symposium
π© Substack
π Technical Analysis Video Series
I begin with the macro picture by analyzing the S&P 500, the U.S. dollar, and Treasury yields to frame the broader environment. With equities showing persistent RSI divergence and sideways-to-weak price action, while capital rotates into bonds and the dollar struggles within a long-term declining channel, the setup continues to suggest caution in equities and growing relative opportunity in select commodities.
I then shift into commodities and crypto, covering gold as it tests key Fibonacci support, silver trending within a defined down channel, and copper signaling potential economic softness. I review uranium's developing technical structure, oil holding above its 200-day moving average, and natural gas working through sharp volatility. I close with coal in seasonal consolidation, platinum and palladium near important support levels, nickel responding to tightening supply dynamics, and Bitcoin forming a short-term bullish structure with major resistance overhead.
Key Insights in this episode
β S&P 500 trades sideways with clear RSI divergence signaling downside risk
β U.S. dollar bounces short term but remains in a long-term declining channel
β Bond yields fall as capital rotates defensively out of equities
β Gold tests major Fibonacci support near the 4,400β4,600 zone
β Silver trends lower within a defined parallel channel
β Copper chops sideways with a developing topping structure
β Uranium forms a potential inverse head and shoulders setup
β Oil holds above the 200-day moving average in a bullish structure
β Natural gas forms a short-term double bottom after extreme volatility
β Coal consolidates during shoulder season with bull flag potential
β Platinum and palladium test critical support levels
β Nickel gains momentum as Indonesian supply tightens
β Bitcoin forms a short-term bull flag targeting 75Kβ80K resistance
π© 2026 Rule Symposium
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
Chapters
00:00 Weekly Market Overview & Positioning
00:14 S&P 500 Range and RSI Divergence
02:00 U.S. Dollar Bounce and Treasury Yields
03:54 Gold Fibonacci Levels and Key Support
09:20 Silver Downtrend and Futures Arbitrage
16:17 Copper Topping Pattern and Weakness
17:03 Uranium Setup and Inverse H&S
21:54 Crude Oil Above 200-Day Average
23:32 Natural Gas Volatility and Double Bottom
24:36 Coal Shoulder Season and Bull Flag
25:51 Platinum Breakdown and Reentry Levels
27:00 Palladium Testing Major Support
27:54 Nickel Supply Shift and Breakout
29:56 Bitcoin Bull Flag and 75K Target
31:14 Final Thoughts and Premium Update
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.
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt
Rick Rule is a globally respected commodities investor, natural resource financier, and long-time advocate of disciplined contrarian investing .
π© 2026 Rule Symposium
π© Substack
In this episode of In It To Win It he returns to break down what is really driving today's commodity markets. Rick opens the discussion by addressing the emotional whiplash investors experience during periods of extreme volatility, particularly in precious metals, and explains why price action tends to validate narratives only after the easy money has already been made.
Drawing directly from current market conditions, Rule explains why silver, gold, oil equities, platinum group metals, and uranium must be viewed through a long-term, math-driven lens rather than short-term sentiment. He outlines why underinvestment in oil and gas is setting up future supply deficits, why uranium's term market signals tightening fundamentals, and why platinum's pullback has improved its risk-reward profile. The conversation also highlights Chile, Brazil, and Argentina as the most attractive Latin American jurisdictions for resource investment and reinforces Rule's core message: investors who abandon contrarian discipline in cyclical markets inevitably become victims of volatility rather than beneficiaries of it.
Key Insights in this episode:
β Precious metals volatility creates opportunity for disciplined investors
β Silver is more attractive after pullbacks than at market highs
β Emotion is the enemy; math and valuation matter most
β Miners can outperform bullion in strong price environments
β Oil equities are benefiting from long-term underinvestment
β Uranium offers a compelling risk-reward setup
β Platinum looks stronger after speculative excess clears
β Contrarian thinking is essential in commodity cycles
π© 2026 Rule Symposium
π© Substack
π Technical Analysis Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
Chapters:
00:00 Rick Rule Returns
00:38 Market Volatility & Investor Psychology
06:44 Silver, Gold & Miner Re-Rating
09:56 Best Latin American Countries
12:37 Chile, Brazil & Argentina Breakdown
13:22 Oil Prices & Energy Stocks
16:33 Platinum & Palladium Outlook
17:20 PGM Miners Re-Rating Potential
18:49 Mechanized Mining & Platreef
22:24 Top Bullish Commodities
25:19 Uranium Spot vs Term Market
27:29 Rule Symposium Preview
35:07 Rule Classroom & Closing Remarks
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.
#RickRule #Commodities #Gold #Silver #Uranium #OilStocks #Platinum #MiningStocks #Energy #ContrarianInvesting #NaturalResources #PreciousMetals #SilverSqueeze #GoldInvesting #UraniumMarket #OilAndGas #EnergyEquities #MiningInvesting #MinerStocks #ResourceStocks #HardAssets #InflationHedge #DollarDebasement #CommoditySupercycle #GlobalMacro #ValueInvesting #LongTermInvesting #MarketVolatility #InvestorPsychology #RuleSymposium #SteveBarton #InItToWinIt
In this week's Monday Market Moves, I walk through how markets finished the week and how I am positioning for what comes next.
π© Website
π© Substack
π Technical Analysis Video Series
π© Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
I begin with the macro backdrop by focusing on the S&P 500 and the U.S. dollar to frame the environment. With equities showing signs of topping after an extended run and the dollar pressing toward long term support, the overall setup continues to favor commodities over equities if these trends continue.
I then move into commodities where precious metals and energy dominated the action. Gold posted a strong weekly gain but is now entering a phase where consolidation is likely before the next major move, while silver experienced sharp volatility as key support and resistance levels were tested. I cover copper rolling over from elevated momentum, uranium pulling back toward critical moving averages after an overheated run, and energy markets where crude oil is breaking into a more bullish regime while natural gas remains volatile. I wrap up with coal, platinum, palladium, and nickel showing constructive technical developments and finish with Bitcoin where a completed bear flag and head and shoulders pattern shifts the focus toward clearly defined downside risk.
Key Insights in this episode:
β S&P 500 shows a developing topping pattern β U.S. dollar weakens within a long term channel β Macro backdrop favors commodities over equities β Gold surges then shifts to sideways or lower action β Silver experiences sharp volatility and heavy resistance β Copper rolls over from elevated momentum levels β Uranium pulls back sharply after an overheated run β Oil breaks into a new bullish regime above key averages β Natural gas remains volatile while coal holds steady β Platinum breaks down with palladium eyeing lower support β Nickel forms a constructive bullish structure β Bitcoin confirms a bear flag with downside risk increasing
π© Website
π© Substack
π Technical Analysis Video Series
π© Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
Chapters
00:00 S&P 500 outlook
01:52 Gold momentum check
05:35 Silver volatility
14:23 Copper turning lower
15:22 Uranium pullback
17:01 Oil bullish shift
18:39 Platinum breakdown
20:26 Nickel base forming
21:12 Bitcoin downside risk
24:03 Wrap up and next steps
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.
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt
In this week's Monday Market Moves, I walk through how markets wrapped up the week and how I'm positioning for what comes next.
π© Website
π© Substack
π Technical Analysis Video Series
π© Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
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 persist.
I then shift into the commodity space, where precious metals delivered dramatic moves. Gold surged toward major psychological levels while silver exploded higher, with spot prices trading above futures and signaling tightness beneath the surface. I cover copper's rejection at highs and the growing risk of a pullback, uranium's ongoing strength driven by firm spot and term pricing, and the energy sector, where crude oil is digesting gains after reclaiming critical levels while natural gas appears to be transitioning into a higher-volatility pricing environment. I close out with coal, platinum, palladium, and nickel, all showing constructive technical developments, and finish with Bitcoin, where a failed bullish attempt has shifted the focus toward a developing bear structure and clearly defined downside risk.
Key Insights in this episode:
β S&P 500 stalls near long-term resistance β U.S. dollar breaks down, signaling weakness β Treasury yields show early signs of turning lower β Gold pulls back sharply after an extended run β Silver sees extreme volatility in a major selloff β Copper flashes a topping signal at highs β Uranium stays strong but favors trimming β Oil breaks above the 200-day, boosting energy β Natural gas remains volatile; coal holds firm β Platinum and palladium break down β Nickel shows a potential bullish setup β Bitcoin loses support, risk tilts lower
π© Website
π© Substack
π Technical Analysis Video Series
π© Rick Rule Golden Triangle Bootcamp
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Justin Huhn Newsletter
Chapters
00:00 S&P 500 Hits Resistance
02:28 Gold Sharp Pullback
09:03 Silver Historic Selloff
21:43 Copper Topping Signal
23:30 Uranium Breaks Higher
25:17 Oil Breaks Above 200-Day
26:39 Natural Gas Volatility
28:04 Coal Holds Firm
29:28 Platinum Breakdown
32:32 Commodity Index Warning
34:59 Bitcoin Breakdown
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.
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt
From the publisher's feed
Ranked by our users in the last 21 days

3,052 Listeners

145 Listeners

144 Listeners

357 Listeners

259 Listeners

458 Listeners

371 Listeners

69 Listeners

263 Listeners

411 Listeners

85 Listeners

12 Listeners

46 Listeners

152 Listeners

0 Listeners