Eric Mashinsky argues that recent geopolitics-driven market noise is too unreliable to trade directly, and says the real opportunity is in the ongoing bull market for gold, silver, platinum-group metals, critical minerals, and select junior miners. He highlights PLG/PTM, Rockland Resources, and especially Phenom Resources as his preferred names, while stressing position sizing, taking profits, and buying pullbacks.
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This update is framed as a reminder that trading on geopolitical chaos is usually a mistake because headlines, social media images, delays, and AI-generated or recycled footage can distort what is actually happening. Eric Mashinsky says he prefers investing based on fundamentals and technicals, and believes markets are forward-looking, often pricing trends 6-9 months ahead. He uses that lens to argue that precious metals, commodities, and critical minerals are still in a strong bull phase, with plenty of upside left and not yet the kind of frothy mania that would signal an end. A major section of the video is a pitch for Platinum Group Metals (PLG in the U.S., PTM in Toronto), which he says was recommended in the free letter late last week and pulled back with the broader sector. …
Near term, the actionable setup is to buy weakness in the names he favors only if you can tolerate high volatility and small-cap liquidity risk. The immediate risk is that geopolitics-driven swings and recycled headlines create false signals, so catalysts like drill results and price support matter more than news flow.
Over the next few months, his base case is that precious metals and critical minerals keep trending higher, with capital rotating further into smaller exploration names. That view depends on follow-through in sector breadth, drilling/permitting progress, and no major breakdown in the underlying gold/silver complex.
Structurally, he is betting on a long secular bull market in hard assets and a multi-year revaluation of critical minerals tied to power, storage, and AI infrastructure. Vanadium, platinum-group metals, and junior exploration are framed as underowned pieces of that regime shift.
Trading directly on geopolitical havoc is usually a losing approach because the information environment is unreliable and delayed.
He says he has never made money trading geopolitical havoc and warns about X, websites, delays, and recycled images.
Markets are forward-looking and often price trends 6 to 9 months ahead rather than reacting only to current headlines.
He explicitly describes markets as forward-looking and says trends forecast months into the future.
Platinum Group Metals remains a buy-on-weakness idea, especially in the low-2s, with a swing-trade target around 4 dollars.
He directly sets out an accumulation range and target for PLG/PTM.
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