Gold keeps hitting all-time high after all-time high. Gold bugs are out celebrating. And they should be. But our gold expert Sean Brodrick saw this coming a long time ago. In fact, he called gold's run into the $4,000s with uncanny precision. Yet he's actually excited about something else that could do much, MUCH better than gold's next surge. You see, every time gold has a big run, one type of stock goes absolutely crazy. For instance, when this happened in the 2000s, gold rose 454%. Meanwhile, some stocks saw gains like 5,090%, 7,746%, 9,850% and more. In fact, our team identified 98 different stocks that delivered gains of at least 1,000%. The most important part? Now, Sean thinks we're in the early stages of the biggest bull market in gold yet. He's actually found five companies that he believes could deliver the most explosive gains. But the window won't stay open long … Because when gold moves this fast, these stocks have moved even faster. See how to access Sean's five top picks to benefit from this gold surge. Eliza Lasky Weiss Advocate | | | | 11780 US Highway 1, Palm Beach Gardens, FL 33408-3080 Would you like to edit your e-mail notification preferences or unsubscribe from our mailing list? | |
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Gold has more than doubled in about two and a half years. But in every big gold run, one group of stocks has done something gold itself can't. | MARKET TRANSMISSION — Special Report |
| The Axis Reading · Sun, Oct 4 ► Building BackgroundPressureEscalationTransmissionContainmentReversal● Structural Shift Axes: Financial · Geopolitical Gold's long run isn't over. The leverage is in what digs it up. |
| Beyond the Bar: Why Gold Miners Can Outrun Gold Itself |
| Gold has more than doubled since early 2024 and set a record above $4,800 this year. But the most explosive moves in gold bull markets have rarely been in the metal. They've been in the miners — and the reason is simple math. |
| The 30-second brief · for agents in a hurry | ▸ Op. THE METAL Gold trades around $4,170 an ounce, after touching a record $4,873 in the first quarter. In early 2024 it was near $2,000. | | ▸ Op. THE MARGIN The average miner's all-in cost is about $1,785 an ounce. At today's price, that leaves roughly $2,390 of margin on every ounce. | | ▸ Op. THE LEVER Miners' costs stay roughly fixed while the gold price moves. That's why their profits — and often their shares — move faster than the metal. |
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| The Math Behind the Leverage |
Gold price ~$4,170 Early October |
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Q1 record $4,873 Set this year |
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Industry AISC $1,785 All-in sustaining cost per oz |
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Margin per oz ~$2,390 Price minus cost |
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If gold rises 10% Gold: about +$417. Costs barely move. Margin per ounce jumps from about $2,390 to about $2,800 — roughly +17%. |
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Why it matters The miner's profit grows almost twice as fast as the gold price. For smaller producers with thinner margins, the multiplier can be far larger. |
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Then · The 2000s Gold climbed from under $300 to more than $1,800 over the decade. Many gold miners, especially smaller explorers and producers, rose far more than the metal itself. |
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Now · 2026 Gold has more than doubled since early 2024 and set a record this year. Producers are earning margins they've rarely seen. |
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| Where the rhyme breaks: Leverage cuts both ways: after the Q1 peak, the pullback squeezed miners' margins about 23%. That's exactly why timing and stock selection matter more with miners than with gold itself. |
| | A seven-month war with Iran and three U.S. carriers heading to the Gulf. |
| | | The 10-year Treasury at its highest since 2002 and inflation that the Fed says is “still too high.” |
| | | Emergency oil reserves being drained to cap fuel prices. |
| | | Investors looking for an asset no government can print. |
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| Oct 27–28 Federal Reserve meeting — real yields and the dollar drive money into — or out of — gold and miners |
| Nov 3 U.S. midterms — and the post-election Iran decisions Trump keeps pointing to |
The question gold bulls should be asking Owning gold protects your wealth. But in every major gold run, the biggest fortunes were made in the companies that dig it out of the ground — and the window to position before the crowd arrives has always been short. |
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At Global Risk Axis, we write for people who think for themselves. Nothing here replaces your own judgment — regulations prevent us from making it personal, but that was never the point anyway.
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