Dividend Stocks Newsletter for 2/4/2025

A new U.S. copper district is taking shape in Idaho. In late 2023, Hercules Metals reported a porphyry discovery that reshaped the region, attracting Barrick, BHP, Rio Tinto, and Teck in one of the most active staking rushes in four decades. Roughly 10 km away, one junior explorer controls the Belt's second-largest land position with oxide copper exposed at surface. Phase 1 drilling hit continuous copper mineralization in all six holes. Copper demand is rising sharply as AI infrastructure, data centers, and grid upgrades expand. BHP estimates data center copper use alone could increase sixfold by 2050.

As U.S. defense spending pushes past $1 trillion and demand for drones, hypersonics, and advanced aerospace systems accelerates, titanium has become one of the most strategically vital metals — yet the U.S. still imports more than 90% of it. That’s why a new discovery in Canada is drawing attention: the Radar Titanium Project, a large titanium-vanadium system showing exceptional geophysical readings, strong oxide layering, and easy access to power, workforce, and deepwater shipping. Early data suggests it could evolve into one of North America’s most important new sources of titanium, and the story is just beginning to surface.

Gold has already climbed past $5,600 this year, and the most common mistake investors make now is assuming they've missed the move. J.P. Morgan is projecting $6,300 if current macro pressures persist — inflation, rising debt, and elevated geopolitical uncertainty are all still in play. For IRA and 401(k) holders, the real question isn't whether gold has run, but whether your retirement account participates if it runs further. A growing number of retirement savers are repositioning now to add physical gold exposure rather than watching the next leg from the sidelines.