Front-Run Buffett's Shocking Gold Move

Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.

Not because he wants to – but because he can’t find value in the usual places.

Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation.

That’s why I predict Buffett’s next investment will catch millions of people off guard.

It’s not another bank… railroad company… or more shares of Apple.

It’s a gold company. How do I know?

Because the math doesn’t lie:

You can buy the average gold developer for $30 and get back $13 a year —

That’s a 43% ROI annually.

Over 10 years, that’s $130 on a $30 investment.

Tell me where else Buffett can get that.

But there’s one specific miner Buffett likes best:

It’s the best-managed major gold miner in the industry…
Has massive cash flow…
Is trading at a deep discount to fair value…
Positioned at the heart of Trump’s new mining push…

Don’t wait for Buffett to reveal his position in his 13F filing on February 17th…

Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.

To your wealth,

Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio

P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments.

Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners

For Your Education and Enjoyment

Why Circle Stock Is Falling—and Why Some Analysts See Big Upside

Written by Nathan Reiff. Published 11/24/2025.

Key Points

Circle Internet has fallen far from its post-IPO highs, dropping by close to 50% in November alone.
The company's significant revenue growth and stablecoin transaction volume bode well, but they may be outweighed by rising costs and margin concerns.
On a macro level, a declining interest rate environment poses a challenge to Circle's model, and regulatory uncertainty exacerbates the issue.

Circle Internet Group (NYSE: CRCL), the fintech best known as the issuer of the stablecoin USDC, has experienced a turbulent share-price path since going public in June.

The stock quickly ballooned to almost $250, then fell and rallied again over the summer. As of late November, shares are down more than 42% in the past month, trading below $72.

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While the volatility is notable, the more striking detail for investors is the consensus price target: analysts see the stock more than doubling to $150.33 per share.

Below, we examine the drivers behind the recent selloff and whether there remains a bullish case for this new entrant to the fintech stock space.

A Closer Look at Circle's Selloff

The recent decline, which pushed the stock back toward its early-June IPO price, appears at odds with the company's latest earnings.

In the third quarter, Circle reported revenue of $740 million, a 66% year-over-year increase — an acceleration from the prior quarter. Adjusted EBITDA improved to $166 million, up from $126 million a year earlier.

Part of the pullback is likely linked to the broader crypto market

More important, however, may be rising cost expectations and interest-rate sensitivity. In its earnings report, Circle said it would raise full-year guidance for adjusted operating expenses to as much as $510 million, which pressures margins. A meaningful portion of Circle's revenue comes from interest earned on the cash and Treasuries that back USDC; potential U.S. rate cuts could reduce that income in coming quarters.

Analysts Split on CRCL's Future as Price Target Holds Firm

Wall Street remains divided on CRCL: 10 analysts rate the stock as a Buy, nine as a Hold, and three as a Sell.

Several firms, including Wells Fargo and Needham & Co., have trimmed their price targets in November but kept their ratings intact. Others, like Baird and JPMorgan, have raised targets recently and view the pullback as a buying opportunity.

The bullish case centers on USDC's rapid adoption. In the latest quarter, USDC circulation more than doubled year over year and on-chain transaction volume surged about 580%. If that momentum persists, it could underpin long-term gains for CRCL.

Broader stablecoin adoption — as investors seek alternatives amid dollar weakness, inflation, or other macro pressures — could also drive growth. Additionally, further expansion of Circle's infrastructure revenue would reduce reliance on interest income tied to USDC and could be rewarded by investors.

Can Circle Really Double?

Circle faces significant challenges: margin pressure, competition from other stablecoins, and a shifting regulatory landscape highlighted earlier this year by the passage of the GENIUS Act. To reach the consensus target, the company's successes will need to outweigh these risks substantially.

Risk-tolerant investors who believe in the long-term potential of stablecoins may view the current dip as an attractive entry point. Long-term fintech bulls focused on stablecoin adoption could also be drawn to CRCL. For many investors, however, the recent selloff may appear justified until Circle demonstrates clearer progress on margin improvement, revenue diversification, and regulatory clarity.

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