Look at what's happened to these seven gold miners:

MAG Silver — up 56.6%
Reunion Gold — up 71.9%
Calibre Mining — up 107.7%
Probe Gold — up 166.7%
Rupert Resources — up 177.9%
Loncor Gold — up 181.8%
G2 Goldfields — up 1,228.6%

These weren't lucky picks or lottery tickets. Every one of them moved for the same reason — and it's a reason you can see coming.

Go here to see the pattern behind all seven.

Each of these was a small gold miner sitting on assets a major wanted. And one by one, the majors came and bought them.

Now here's the part that matters: all seven were in my portfolio before the buyouts happened.

Not seven picks out of hundreds. Seven names, all held ahead of the acquisition — because the same signal flagged every one of them. Once you understand what the majors are forced to do, spotting the next target stops being luck and starts being pattern recognition.

Here's why that pattern isn't slowing down — it's accelerating.

The major gold miners have a problem. Their own production is shrinking. Every ounce Barrick or Newmont pulls out of the ground makes their remaining mine worth a little less — a gold mine is a shrinking asset in slow motion.

At the same time, the majors are sitting on the most cash they've ever held, thanks to today's gold prices.

So a major has exactly two options: watch its output shrink until it's out of business… or use that record cash to buy the best small miners and replace what it's losing.

That's not a choice. It's survival. Which means the buyouts don't stop — they keep coming, one after another, until the best small assets are gone.

And here's what that looks like from the outside, if you own one of those small miners before the major comes knocking:

You go to bed owning a small gold company.

Overnight, a major announces it's buying that company — at a premium.

You wake up, and your shares are worth 40%… 67%… even 79% more than when you closed your laptop the night before. No chart to watch. No trade to time. The value reprices instantly, while you sleep.

That's already happened to all seven companies above — every one of them in my portfolio before it did. The only question left is which small miners are next — the ones with the grade, the cash flow, and the assets the big players actually need.

My name is Garrett Goggin, CFA, CMT. My readers had the chance to hold all seven of those names before the majors bought them — and it's why Porter Stansberry recently called me:

"THE most knowledgeable gold investor in the world."

Go here to see the three names I believe are next in line to get bought.

Best,

Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio

Revolution Medicines Got Its Breakthrough—What Moves It Next?

By Chris Markoch. Publication Date: 9/4/2026.

Revolution Medicines (NASDAQ: RVMD) just landed one of the biggest wins in oncology this year, and the stock barely blinked. On Aug. 26, the FDA approved RASONQUE (daraxonrasib), the first broad RAS-targeted therapy for metastatic pancreatic cancer.

In the pivotal RASolute 302 trial, patients receiving RASONQUE nearly doubled their median overall survival compared with those receiving standard chemotherapy.

This is a genuinely rare outcome in a disease that has resisted targeted therapy for decades.

By any normal standard, that's the kind of headline that sends a biotech stock soaring. Instead, RVMD shares traded roughly flat on the day of the approval. The reason is simple: Investors had already bought the rumor.

RASolute 302's data were presented at oncology conferences months earlier, and the stock rallied 41% in a single day.

That gap between medical significance and market reaction is the real story here. It's also a lesson in how markets price information, not just outcomes.

The Science Is the Easy Part to Believe

RAS mutations drive more than 90% of pancreatic cancer cases, and for decades, RAS was considered "undruggable." Revolution Medicines built its entire platform around cracking that problem with its RAS(ON) tri-complex inhibitor technology, which binds the active, "on" state of the RAS protein rather than the inactive state that most earlier compounds targeted.

RASONQUE's approved label reflects just how far that platform has come. The drug is cleared for adults with metastatic pancreatic adenocarcinoma who've had at least one prior therapy, with or without an identified RAS mutation, and without requiring a companion diagnostic test.

That's a notably broad population for a targeted therapy. It's also a meaningful part of why oncologists are calling this a paradigm shift rather than an incremental improvement.

Priced In, Then Priced... Where, Exactly?

Here's where the RVMD story gets more interesting than a simple "sell the news" narrative. Looking at the daily chart, RVMD isn't crashing; it's consolidating near all-time highs after an extraordinary run.

Shares recently traded around $210, down about 2% since the Aug. 26 announcement. That's a rounding error against a stock that's up more than 425% over the past 12 months and still trading near its 52-week high of $224.31. The 50-day moving average continues to slope upward, and MACD remains in bullish territory. It's what is known as a beautiful chart.

Analyst behavior tells a similar story. Since the approval, the Revolution Medicines analyst forecasts on MarketBeat show that multiple firms have raised their price targets, with Evercore holding the most bullish target at $320. That kind of response shows that analysts had already modeled approval into their estimates and are now recalibrating around what comes next: first-line expansion, additional tumor types, and peak sales assumptions.

The Competitive Picture Favors RVMD—For Now

Eli Lilly (NYSE: LLY) is often cited as RVMD's biggest threat in the RAS space, and it's a legitimate long-term competitor. But the comparison requires some precision. Lilly's lead RAS asset, olomorasib, is still in Phase 3 trials and targets only KRAS G12C-mutated tumors — a single mutation subtype. It isn't yet approved for pancreatic cancer.

RASONQUE, by contrast, launched with an approved label covering the broader RAS-mutant population without requiring a diagnostic test. Lilly does have earlier-stage G12D and pan-KRAS programs in development, along with rivals like Amgen (NASDAQ: AMGN), Roche (OTCMKTS: RHHBY), Merck (NYSE: MRK), and Boehringer Ingelheim, all advancing their own RAS-pathway candidates.

The competitive field is real and will intensify. Today, though, Revolution Medicines holds the only broadly approved RAS-targeted therapy in pancreatic cancer, and that head start matters for capturing first-mover share in prescribing patterns.

The Bill for Building a Commercial Biotech

The one note of caution sits in the financials, not the clinical data. Revolution Medicines raised its 2026 GAAP operating expense guidance to a range of $2.1 billion to $2.2 billion as it scales manufacturing, clinical development, and commercial infrastructure simultaneously. Second-quarter net loss widened sharply to $644 million, up from $248 million a year earlier.

That's the cost of transitioning from a clinical-stage biotech to a commercial oncology company in real time. Furthermore, that kind of spending is not unusual for a first launch of this scale.

But it's worth noting that RASONQUE is currently doing the heavy lifting alone. The company's broader pipeline—additional RAS(ON) candidates across lung and colorectal cancer—is expanding, but nothing else appears close to approval in the near term. Investors betting on RVMD from here are effectively betting on one drug's commercial execution and label expansion, not a diversified product portfolio.

What Actually Moves This Stock From Here

With approval priced in and the "will it work" question answered, the next re-rating catalysts are execution-based rather than binary: first-line treatment expansion, additional trial readouts in lung and colorectal cancer, insurance reimbursement uptake at RASONQUE's $39,800 monthly list price, and evidence that the company can control spending as it scales commercially.

The medicine itself is a legitimate breakthrough for a disease for which patients have received almost nothing for decades. The stock's next move depends on something less dramatic: whether Revolution Medicines can turn a scientific win into a commercial one before cash burn outruns the launch.