Cite asCryptoQuant has tracked 61 directional calls by @stevebarton on Substack: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Oct 6, 2026).
Gold Tests Support as I Add to Uranium ~ Steve Barton
Uranium equities sold off while physical market strengthens, creating a rare buying opportunity
View original →“I Am the House Now” ~ Scott Bessent
Natural gas cleared its 200-day average and is testing $3.40 resistance, so the author expects gains next week.
View original →Rick Rule: You Can’t Be a Silver Investor Without Mexico
Rick on Mexico’s opportunity and risks, Battle Bank, and a separate Premium look at 3 stocks I own. ~ Steve Barton Free 29-minute YouTube Interview Rick Rule is back on In It To Win It , and whenever Rick and I sit down, I know we’re going to cover a lot of ground. Rick has spent decades investing and speculating in natural resources, and Mexico has been particularly good to him. This time around, I wanted to dig into why he remains so interested in the country, what we need to understand about the risks, and what he’s putting together for the upcoming Mining in Mexico Bootcamp . Rick's Bootcamp We also got into something I’ve personally been exploring with Rick through Battle Bank. I recently opened an account and moved $100,000 of physical bullion into professional storage, so this wasn’t just a theoretical conversation for me. We talked about earning interest on cash, professional precious-metals storage, accessing liquidity against gold and silver, foreign-currency accounts, and self-directed retirement vehicles. Battle Bank Let’s dive in. Mexico Is Bigger Than Silver When I asked Rick why we as investors should care about Mexico, he didn’t dance around it. His view is that if you’re a silver investor and you aren’t in Mexico, you aren’t really a silver investor. But Mexico’s importance goes well beyond silver. “Mexico has been ridiculously generous to me as an exploration speculator for the last thirty years, so I’m a little biased towards it.” — Rick Rule We talked about gold, lead, zinc and copper potential, including areas Rick believes remain underexplored. He’s been speculating on exploration in Mexico for roughly thirty years, and that history is a big part of why he continues watching what could still be discovered there. The Opportunity Comes With Real Risk The geology might get investors excited, but Mexico isn’t a jurisdiction where I want to ignore what can go wrong. Rick discussed political uncertainty, local communities, and security concerns. His point was that investors often make one of two mistakes: they either dramatically overstate the risks or underestimate them. “It is not our intent to be impolite or hostile to these presenters, but it is our intention to give our students the ability to understand the good, the bad, and the ugly of mining in Mexico.” — Rick Rule That’s one reason I’m interested in the upcoming Mexico Mining Bootcamp . Rick has brought in people who can address these issues from inside Mexico, including representatives from government, industry and people with decades of operating and exploration experience. The goal isn’t to sell us a perfect story. It’s to understand the real world risks before putting our hard-earned money to work. Mexico has political corruption, cartel influence, and complicated local relationships that determine whether a mine gets build or not. Making Cash and Precious Metals Work Harder We then shifted into Battle Bank , and this part became personal for me. I recently opened an account and saw something I have not seen in a checking account: An interest credit. Battle Bank paid me real interest on my cash in my checking account. That was very new to me. Rick’s argument is that enormous amounts of American deposits earn no interest, creating an opportunity for a bank willing to compete differently. We also discussed physical precious metals. “It’s important that whether you store your gold ultimately with Battle Bank or with your broker or somebody else, that you store it in a good depository.” — Rick Rule I recently moved over $100,000 of bullion into Battle Bank for professional storage, which led us into depositories and metals-backed credit. Rick explained how qualifying investors may be able to access capital secured by their gold or silver without selling their stack. We also touched on foreign-currency banking and self-directed retirement accounts - two areas I expect to explore more myself as my investing continues to mature and evolve. In it to Win it is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Final Word I’m really looking forward to Rick’s Mining in Mexico Bootcamp this Saturday. I’ve attended every Bootcamp Rick has put on, and when I look through my portfolio today, a surprising number of the companies I own were first put on my radar through these Bootcamps. Rick has a knack for finding companies with significant upside potential, but what I appreciate even more is the education that comes with it. You don’t just get a list of stocks. You get the fundamental framework behind why he’s interested, what could go right, what could go wrong and what you should be watching as an investor. And it’s presented in a format that’s easy to digest and replay as many times as you want. For $99, it’s an incredible value. The Mexico Mining Bootcamp is this Saturday, September 26th, from 8:00 a.m. to 4:00 p.m. Pacific Time . If you can’t make the live event, replays are expected to be available afterward, so you can work through the material on your own schedule. Join Me in the Bootcamp Rick has opened my eyes to quite a few opportunities over the years, and lately he’s also opened my eyes to something completely different: picking the correct bank to park your money in. I started small. I opened an account with $10,000 because I had personally never experienced meaningful interest showing up in a checking account. Maybe a few cents here and there over the years, but nothing that ever mattered. I also figured an even $10,000 would make it easy to track exactly how much interest the account was generating over time. After only a few weeks, I saw real interest show up on that $10,000 deposit. That got my attention. From there, I took another step. I had what is, for me, a decent-sized position in physical gold, silver and platinum that I no longer wanted to personally store. So I used Battle Bank to move more than $100,000 of physical precious metals into professional storage with Brinks. What I like about this is I can now manage much of that physical metal far more efficiently. Historically, if I wanted to trade physical metals, I had to take them to a coin shop, find a dealer, ship them somewhere or otherwise deal with the friction that comes with moving actual bullion. Now I can potentially manage those positions much more easily. That interests me because I spend a lot of time looking at ratio charts. Gold versus silver. Silver versus platinum. Different metals moving in and out of favor relative to one another. If I can use those relationships while removing some of the friction of physically moving the metal every time I want to make an adjustment, I think there could be some interesting opportunities there. I’m going to keep tracking this process, and assuming you guys want to hear about it, I’ll continue sharing what I learn on the show. So far, my experience has been seamless. When I email them, they get back to me. When I call the phone number, someone answers. I can’t say the same about the primary bank I use now. I would encourage you to try it out. Check Out Battle Bank Finally, Rick’s upcoming Mexico Bootcamp caused me to take a much closer look at my own portfolio. I realized I currently own 7 companies with exposure to Mexico . Once I started breaking them down, the exposure was more significant than I realized. One company is essentially 100% exposed to Mexico . Another looks much more diversified, but Rick pointed out that more than half of its free cash generation comes from Mexico . I didn’t realize how dependent it was on Mexico until I started preparing for this interview. The third currently gets somewhere around 10% to 12% of its revenue from Mexico , but that exposure has the potential to grow substantially from here. The remaining four companies have much smaller Mexico exposure - roughly 10%, 5%, 3% and 2% - so with my limited time with Rick, I decided to focus on the three where Mexico could have the biggest impact on my portfolio. That became our Premium conversation . I asked Rick what risks have disappeared, what risks remain, what could go wrong and, most importantly, how he views these three investments from here. And I came away from that conversation more bullish on one of them than I was going in. If you want to know which three companies they are - and which one has me seriously considering putting even more money to work - you can continue with the Premium episode below. Watch the Premium Episode with Rick Rule Here If you’re not already a Premium member, you can Claim Your Free Post or start a 7-Day Free Trial to unlock the full discussion. Thank you for being here. My team and I are honored that we get to serve you, and we truly appreciate your support. Please continue the discussion below or in the Premium Chat. Have a wonderful day and happy trading! -Steve Barton and Team DISCLAIMER: Steve Barton and In It To Win It are not registered investment advisers or broker-dealers. This is general, impersonal education and opinion - not individualized financial advice. Stocks, price levels, position sizes, and personal trades are not instructions to act. Investing involves risk, including total loss. I may own and trade securities discussed. Any of these links may be affiliate links, meaning at no extra cost to you In It To Win It may get compensation. Any sponsored travel will be disclosed. Information may change without notice. Do your own due diligence and consult a licensed professional. Past performance does not guarantee future results. Share
View original →Raising Cash Before the Storm - David Skarica (35-min Free Video & Bonus Premium Video)
A contrarian investor breaks down war driven markets. Free 35-minute YouTube Interview Thanks for watching our conversation with David Skarica. This post is public so feel free to share it with anyone that you think needs to hear it. Share Cash is an Investment I sat down with David Skarica and right away the tone was different. He came in with a shift in positioning moving heavily into cash after seeing warning signs across precious metals and equities. The conversation opened with how quickly market sentiment can change especially when geopolitical tensions escalate and disrupt expected trends. He walked through his decision-making process showing that sometimes the smartest move is stepping aside rather than forcing trades. Market Vulnerability We dug into the stock market structure and what he sees is a fragile setup. The S&P-500 sitting near key levels with very little support below creates a dangerous environment if sentiment flips. He emphasized that volatility has not yet reached panic levels which suggests the real move may still be ahead. His view is that markets are being temporarily supported by political narratives, but underlying risks tied to war and economic pressure remain unresolved. Gold and Silver The conversation shifted into gold and silver where he highlighted something a lot of investors miss. Even strong assets can fall during liquidity events because everything gets sold. He pointed to speculative buying especially from Asia as a major driver of the recent surge and subsequent pullback. His strategy now is not to chase but to gradually reenter positions as prices stabilize and sentiment resets. Oil and Copper We also explored oil and commodities where his perspective becomes even more contrarian. He believes oil prices may be artificially suppressed despite tight physical supply and rising geopolitical risk. At the same time, he sees a complex push and pull in copper driven by recession fears on one side and long-term demand from electrification and energy transition on the other. Debt and Deficits To close the discussion David brought everything back to the big picture. Massive government deficits, rising debt, and shifting global alliances are setting the stage for long term monetary instability. His take is that while short term volatility may shake investors out, the bigger trend points toward assets like gold and silver eventually breaking away and moving independently as trust in the system weakens. Bonus Premium Episode (40-min Video) This premium episode is a deep dive into how David is adjusting in real time as global tensions start to reshape the market. He lays out where he is putting capital to work, how he is building smart hedges, and where he sees the best opportunities if stocks and credit begin to roll over. This is not a vague macro conversation. It is a tactical discussion about how to protect capital, identify turning points, and position for downside so you can profit if the market goes down. Inside the premium episode, we cover: Why taking profits after a major run in stocks can be the disciplined move while still preserving long-term upside Why emerging markets may be especially vulnerable as rising oil prices create deeper economic strain How a corporate bond trade can act as portfolio insurance if credit markets begin to reprice What David sees coming for Platinum and Palladium Why AI and tech may be showing the same kind of excess that defined the dot-com bubble Why agricultural commodities could have meaningful upside as higher energy costs tighten supply conditions We also get into specific inverse ETF ideas, and the kinds of positions David is using to benefit when markets move lower. If you want the full conversation and the broader strategic roadmap, upgrade now and unlock the premium post. Premium subscribers also get my weekly portfolio video, stock updates, and real-time trade alerts. Upgrade to Unlock the Premium Post Not a Premium subscriber yet? This is the kind of edge you’re missing. Join us and go beyond the surface. Thank you so much for your support. Have a wonderful rest of your day. - Steve Barton and Team In it to Win it - Steve Barton is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. 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.
View original →The Mining Bull Market Most Investors Still Cannot See ~ Joe Mazumdar (34-min Free Video & Bonus Premium Video)
Investor capital is concentrating in copper and strategic metals as a commodity super cycle advances
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