Rick Rule: These Commodities Are Mind-Bogglingly Underpriced
Is this the deal of our lifetime?
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A number of commodities & commodity producers are trading at extreme bargains right now assesses natural resource investor Rick Rule.
Not only for the long-term value of the ore in the ground.
But also for the dramatic efficiencies AI is bringing in getting the ore out of the ground much more cheaply.
For a detailed breakdown of the specific minerals and miners that have Rick's attention most right now, click here or on the video below:
REMINDER: Precious metals expert Andy Schectman, CEO of Miles Franklin, is kindly offering an exclusive discount to the Thoughtful Money audience:
While supplies last, he’s willing to sell us junk silver at $2.00 below spot.
If you’d like to take him up on this offer, or talk with him & his staff about any other questions/needs you have regarding buying or storing precious metals, just click on the button below and fill out the short form:
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Adam’s Notes: Rick Rule (recorded 6.12.26)
EXECUTIVE SUMMARY:
Rick Rule argued that the AI boom’s enormous infrastructure requirements will drive intense demand for commodities, especially copper and uranium, but decades of underinvestment have created supply constraints that markets cannot quickly resolve.
Physical limits on power, water, and critical materials mean the most aggressive AI buildout timelines are unrealistic; price rationing will occur well before supply catches up.
While a broad liquidity-driven market sell-off
