In It to Win It – Weekly Recap
September 7, 2025
Welcome back, In It to Win It investors and speculators!
It was a powerful week on the show, from market caution signals flashing in U.S. equities to fresh highs in gold and silver. A big thank you to Vladyslav Grabarskyy and Peter Grandich for having me as a guest on their shows. This newsletter brings you the highlights, the insights, and the weekly commodity snapshot to keep you positioned ahead of the crowd.
Whether you’re hedging against inflation, preparing for deflation, or searching for asymmetric opportunities in uranium and copper, this week’s conversations were packed with actionable wisdom. Let’s dive in.
📊 Weekly Commodity Snapshot
Gold + 3.9%
Silver + 2.0%
Copper - .8%
Uranium - .3%
Oil (WTI) -3.3%
Natural Gas +1.7%
Coal (thermal -1.4%, met -1.3%), ETF +1.4%
Platinum +1.8%
Nickel -1.4% ETF +4.9%
Bitcoin +1.9%
👉 Key Insights: The best deals I see now are Coal, Oil, Platinum, and Nickel.
Monday Market Moves – with Steve Barton
Gold and silver continue to move higher. I understand it is tempting to chase here. I think the time to buy was the last several months when they were consolidating bullishly. Now they have broken out, and we have to see where they settle out. If you are new to the sector, welcome! You are in the right place, and you have time. This precious metals bull market has years left to run.
👉 Key takeaway: Patience. Focus on what is cheap now and will become expensive years from now. Like platinum.
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Interviews This Week
🎙 Vladyslav Grabarskyy – Wealth Building Blueprint
Background: From molecular biology to finance, Vlad transitioned when he realized his productivity was being diluted by fiat monetary systems.
Core Insights:
Hedging: Gold and cash are his two foundational hedges. He argues cash is underrated as an “option premium” for buying opportunities in crises.
Portfolio Structure: Splits miners into three buckets, majors & royalties, mid-tier/developers, and juniors. Currently sees strong value in smaller royalty names.
Uranium: Built early positions in 2019–20; now holds 15% of his portfolio. Sees current valuations stretched but fundamentals intact.
Missed Opportunities: His near-buy at $16,000 Bitcoin taught him discipline in sticking to rules, but also the importance of being nimble when conviction is strong.
Vlad offers a 70% discount on his Wealth Building Blueprint to In it to Win it subscribers. He lays out a roadmap for those starting out their financial independence and retirement journey.
Steve’s Take: “Vlad reminds us that wealth building is about structure, discipline, and having a hedge on both sides, inflation and deflation.”
🎙 Peter Grandich Show – Guest Appearance
Focused on chart structures of the S&P, Dow, and Nasdaq, all showing broken trendlines. I liken it to a “pin piercing the balloon”, expect air to slowly come out of equities.
Emphasized September’s historical weakness for stocks, suggesting protective puts as a hedge.
Precious Metals: Highlighted gold’s breakout above $3,450 with $3,750 as the next resistance. On silver, sees $41.50 as near-term cap. Possible upside to $44, with potential pullbacks to $38.
Platinum & Uranium: Both confirmed bull markets, though be careful chasing green candles, corrections are buying opportunities.
Steve’s Take: “Equities may be topping, but coal is just getting started.”
Guest Appearance on Vlad’s Show
Market Snapshot
Macro: Tilting inflationary. I prefer commodities over pricey broad equities.
Fed cuts: Historically precede equity drawdowns; S&P shows bearish RSI divergence and September tends to be weak.
Gold: Powerful uptrend; next Fib target ~$3,751. I’d buy pullbacks, not spikes.
Silver: Cleared ~$41.50; path to mid-$40s with a run at $50 on consolidation. Possible pullback to $38 or below.
Copper: Bear flag risk (tariff headlines add noise).
Coal: ETF just printed a golden cross for a constructive setup.
Risk & Cash: With VIX still low, keep a healthy cash buffer for volatility shocks.
Portfolio Stack: Start with physical (PHYS/PSLV) → add majors/royalties → then mid-tiers/developers → only then select the high-risk juniors.
📆In the Pipeline!
Coming up this week I will be interviewing Jordan of Mining Stock Monkey. Jordan is a value investor who spends most of his time looking over the balance sheets of resource companies. I will be interviewing him on Monday. Please submit your Questions for Jordan here.
I will also be interviewing Elijah K Johnson of Liberty and Finance. Elijah is a precious metals broker. He sees firsthand what people buying and selling when it comes to physical gold, silver, platinum, and palladium. Trends that he sees are indicators of what we can expect for the future. Oftentimes what people are buying the least of; that’s what we should be focusing our attention on. Submit your Questions for Elijah here.
Elijah is going to have me as a guest on his show. If you would like a mid-week update on my thoughts for the precious metals sector, be sure to tune in to Liberty and Finance on Wednesday. He has also just started a Substack. You can check it out here.
Final Word from Steve Barton
This has continued to be a fantastic week for precious metals. We are $100 away from our $3751 target we set last week for gold. Silver hit the $41.50 target and is consolidating bullishly. The metals don’t have to continue up from here. Almost all gold and silver miners are making great money at these prices. By comparison, only 3 years ago when silver was at $18, the average all in sustaining cost for the silver miners was $19. That’s when the price had to go up. It doesn’t have to go up now.
With that knowledge, if you have not taken any profits in these incredible gains, now might be a decent time. Especially in the miners. These metals are due for a pullback. Green candles cannot continue forever. If you are unsure of how much to trim (a first world problem), decide what percentage allocation you would like for gold and silver. Then simply sell until you reach those percentages. Play it like a money manager. I’m not saying to get out of precious metals. I’m just suggesting trimming back to your target weight.
So where do you put all the profits you just booked? (Another first world problem.) There are some commodities that are cheap today, just like gold and silver were cheap 3 years ago. Let’s look at some charts for comparison. The first circle was the triple bottom in gold in October 2022. In 3 years, it’s up 125%.
This is the same time period for silver, up 138%.
Now take a look at the chart for Nickel. From about the same time period, nickel is down 51%. I think we have reached the bottom in nickel. This is where you make your money for the next 3 years. No one is talking about nickel. Just like no one was talking about gold and silver in 2022. To make 125% and 138% in 3 years, you have to buy today and wait like you did 3 years ago.
Here is the chart for the same time period of WTI Oil. If you take the highs of March 2022, it’s down over 50%. And the best part is, I think oil has a really good chance of getting even cheaper! We could be staring at sub $50 per barrel oil in a few months (right now it’s $61).
I am not suggesting that the precious metals bull run is over. I believe that governments around the world will continue to spend like drunken sailors. This will add to the currency supply, increasing the nominal price of gold and silver. I think by the time this bull run is over, we will see sticker prices of $10,000 gold, and $200 silver. What I am suggesting, is taking some of those profits and rotating them into the next hated commodity that the world cannot do without. Like oil, natural gas, nickel, cobalt, copper, and platinum.
For more ideas like this with specific companies to invest in, please consider becoming a Premium Substack Subscriber. As a premium member, you’ll get:
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In the meantime: Buy cheap stocks, sell expensive ones. One trade at a time.
Until next week, happy trading!
– Steve Barton and Team
P.S. Please share this newsletter with anyone that you think needs to read it. I hope to see you at the 2025 New Orleans Investment Conference Nov 2-5. Would love to meet you in person. Stop by the booth and say hi to Gloria and me. If you can’t attend live, then check out the Livestream.
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 newsletters are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet come with the risk that your capital could go to zero.
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