48 hours was the deadline to open the Strait of Hormuz. Then, just one hour before markets opened Monday, President Donald Trump said deals were getting done, negotiations were taking place, and there would be a five-day pause on strikes…

Except…

Iran says no such discussions have taken place, and they plan to strike the Gulf again.

As all this plays out, gold has fallen and rebounded sharply, as have silver and oil, while metals and mining markets are highly volatile. 

But then large, unusual trades appeared only minutes before Trump’s announcement. Someone is making money from all this — the question is how to position yourself.

The good news is, there are ways to navigate this environment. 

In today’s video, we break down how to position for it.

Then click HERE to see Jim Rickards and Matt Badiali explain three specific ways to profit from these developments in the resources market.

Check it out here. It’s worth watching given everything unfolding right now.

Until next time,

Sam Volkering
Investment Director, Southbank Investment Research