Best Performing Sector of 2025 and a Sector Rotation

Today I want to cover something I forgot to mention in my last update, and that is an important discovery I made last week:

The best performing sector of 2025 

Junior Gold Miners!

Best performing sector of the year, Jr Gold miners, I think - up 17% #StocksInFocus $SPX #SantRally #CNBC pic.twitter.com/B11uMXMFnM

— Veteran Market Timer (@3Xtraders) January 31, 2025

 Edit: 

Update: Yesterday we saw Miners up another 4%, and the top gold bug at CNBC Fast Money got behind it, on last night's show! 

Gold glimmering to all-time highs, but can it go higher? @guyadami says yes! @timseymour @grassosteve @carterbworth on the fundamentals for a longer run.https://t.co/LNOQvdOVHj

— CNBC's Fast Money (@CNBCFastMoney) February 5, 2025

 Gold Miners

 $GDX - up a whopping 25% in 2025

Chart Updated to a wave 3 - which may continue, if you know anything about Elliott Wave Theory! 

 

It only goes to show that there's always a trade somewhere, and especially at the beginning of a new year. 

 In fact gold miners have led the entire rally of the past 2 years. Something I think I've never seen before. 

Does This Rally Have Legs? 

The latest leg on this Gold miner rally, seems to be due to the fear that Donald Trump policy will be inflationary, and that's something I totally disagree with, for obvious reasons. Watch the video in the last update for a thorough explanation.... 

Gold is a fear trade, and fear is not a good catalyst.... Why not just short the banking sector if you're so afraid? 

Sector Rotation

I believe what we're seeing is simply another sector rotation; this time out of Crypto, and back into Gold, in yet another case of - you got it - Whac-A-Mole markets!   

If one trade doesn't work - tech for instance - then just drive Crypto, or Metals, or Oil, higher. Rinse and repeat.

Of course this makes for good trading if you can spot the next stealth rally, before everybody else does. 

It could be BRICS buying gold, but I think speculators dumped Crypto, and went back into metals. Rotation

— Veteran Market Timer (@3Xtraders) February 5, 2025

 

 Rigged Markets Continue

I remember - years ago - one of the hosts at CNBC  talking about corrections being "a thing of the past", and at that time I thought, "what a ridiculous statement that was", yet today it seems that the market makers have finally achieved that goal. Selling volatility, and panic buying the next crash has become the new normal. There is no market sentiment, when the machines control everything. And the next thing you know markets are in a massive bubble. 

Of course when Wall Street decides to trash this market, as they did once they finally decided to report (drop) the Covid outbreak, they will.  

I leave you with this:

This market sucks: Crypto, and the tech heavy Nasdaq. Here's why... pic.twitter.com/IxFqz4z9UQ

— Veteran Market Timer (@3Xtraders) February 5, 2025

Take Care, AA

 

 

 

 

 

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