The Gold Rally Could Send Mining Stocks Soaring

The collapse was brutal...

Gold stocks fell nearly 40% in just a few months earlier this year. But we've seen an even more extreme rebound lately.

Gold prices moved higher last month. That sparked a rally that history shows can continue. And gold-mining stocks are poised for a continued rally, too...

Gold miners are already back to near all-time highs. Plus, these stocks recently had one of their best days ever.

According to history, that means we could see an incredible 37% gain over the next year.

Let me explain...

A Rare One-Day Surge Points to Outsized Gains

Mining companies are held hostage by gold prices.

They can't help but languish when prices fall. But when gold prices climb, these companies see a spike in profitability... And that can lead to the stocks absolutely exploding.

In the past year alone, we've seen this leverage cut both ways...

We saw the upside of that relationship starting last November. By early 2026, gold was up 65%... while gold stocks soared more than 150%.

That same leverage caused a major gold-miner bust in late February. The group collapsed 31% in just a few weeks.

Now, gold is rallying again. And so are miners.

Importantly, the Philadelphia Gold and Silver Index ("XAU") had one of its best days ever in August, jumping 8.8%. And the trend is clearly moving higher...

XAU has staged a massive rally since its recent bottom in July. And history tells us the rally in mining stocks can continue.

To see it, I looked at each time XAU popped 8.8% or more in a single day. That has only happened six other times over the past 20 years. And it's an incredibly strong sign of future gains. Take a look...

Again, gold mining is a tough business. Success is determined by the price of gold. And gold tends to see long-term booms and busts.

That means gold miners have returned just 5.5% per year over the past two decades. But thanks to the same relationship, you can do far better during setups like the one we have right now...

Similar cases have led to gains of 9.5% over three months, 27.1% over six months, and 36.5% over a year. Those are massive returns, and they blow away the typical buy-and-hold return.

These setups also led to profits a year later 83% of the time. The only losing trade fell just 7%.

Of course, it would be easy to look at the recent run-up and assume you missed the opportunity. But that isn't the case...

Gold is reversing. We can expect the metal to keep pushing higher. And gold stocks are following suit... with much higher upside possible from here.

You can expect volatility. But if you believe in the gold reversal, these stocks are worth considering right now.

Good investing,

Brett Eversole

P.S. I'm speaking at the Stansberry Conference & Alliance Meeting in Las Vegas again in a few weeks... along with many of our other top editors, like Dr. David "Doc" Eifrig, Eric Wade, Greg Diamond, and others. I'd love for all my readers to see what we have to share.

While in-person tickets are sold out, you can still claim a discounted livestream ticket to watch me LIVE on your phone or laptop from the comfort of your own home.

Further Reading

A billionaire built his fortune by buying the assets everyone else wanted to avoid. Decades later, his steel empire is entering another potential turning point... as a wave of infrastructure, power, and defense spending creates a powerful new tailwind.

The software industry spent more than a year getting crushed by fears of an AI takeover. Now the sector is mounting a comeback. As more companies turn the technology from a threat into a competitive advantage, this could be the beginning of a much bigger rally.

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