Author of the Mining Stock Monkey newsletter · a fundamental / balance-sheet valuer of natural-resource companies (gold, silver, royalty & streaming, uranium) — running synthesis of his interviews, with per-transcript breakdowns and a stock index.
In one line: A fundamentals-first natural-resource investor who buys quality miners — and especially royalty/streaming companies — on big drawdowns for multi-year-to-decade holds; long-run bullish on gold/silver via relentless dollar debasement, while comfortable with a healthy 1–2 year gold consolidation near $3,500.
Royalties over the metal and over the miners. The majors (Royal Gold, Wheaton, Franco-Nevada) beat gold over time via upside leverage — new ounces, mill expansions, mine-life extensions — with no operator cost inflation. Top pick here: Royal Gold near $200 ("an exceptional buying opportunity," buying aggressively, ~a double possible without gold moving).
Buy quality on temporary problems. Alamos down ~50% on a fixable Young Davidson seismic/guidance event = opportunity; "don't make permanent decisions based on temporary problems."
Match your time horizon to the catalyst. Silver Crown / Gentile's 20-year view only works for 20-year money — giving up after a year down 25% is the real mistake.
Silver: cautious at $120, comfortable at $58. Feared a flood of rural-Asia physical into the $120 spike; the hockey-stick has reverted and he'd look for a silver entry here.
All roads lead to money printing. Warsh can talk hawkish, but a 120%-debt/GDP (≈400% with unfunded liabilities) system can't out-Volcker inflation; something breaks and the Fed reverses to QE. The dollar has lost ~97–98% of its purchasing power in 100 years — the long-run metals bull case.
Low-cost ≠ most upside. Denison's Phoenix is a superb low-cost uranium deposit, but low costs cap its commodity-price leverage; the $20-stock target is unrealistic (Rick Rule: the worst companies often outperform at the end of a bull market).
The product
Grounded in what Rusche said on the archived 2026-JUN-26 In it to Win it appearance.
What it is:Mining Stock Monkey — Jordan Rusche's fundamental, balance-sheet-driven research newsletter on natural-resource companies (gold, silver, royalty/streaming, uranium). A free newsletter plus a paid subscription; subscribers get his valuation models, his real-money buys/sells, and how he's viewing the markets. Audience offer: 20% off the first year via the show's link (valid 24 hours after the video posts).
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