In partnership with
November 8, 2025
Welcome Back,
Hi there
Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately
— Ryan Rincon, Founder at The Wealth Wagon Inc.
PRESENTED BY POLYMARKET
Is the AI Bubble About to Burst? (95.2% Accurate Forecast)
NVIDIA officially reports earnings November 19, but you can get a sneak peek right now.
Not just for NVIDIA, but for dozens of public companies.
On Polymarket, the world's largest prediction market (with verified 95.2% accuracy), you can see what top forecasters believe will happen.
Our new Earnings Markets let you:
See real-time odds of NVIDIA beating estimates
Predict what executives will say on earnings calls
Profit directly from being right, regardless of stock price movement
Trade simple Yes/No outcomes instead of complex options
Will Jensen stun Wall Street again?
Or is the AI trade finally cooling off?
Top forecasters are already positioning.
Today’s Post
The Commodity Comeback: How Gold, Copper, and Lithium Are Powering the Next Economic Cycle
After years of tech dominance and digital headlines, the old-school world of commodities — metals, minerals, and energy — is back in the spotlight. From gold hitting record highs to copper becoming the “new oil,” 2025 is shaping up as a major turning point for global resources.
Commodities are the raw backbone of the economy, and their prices ripple through everything — from inflation and manufacturing to green energy and geopolitics. Right now, those ripples are turning into waves.
🪙 Gold: The safe haven shining again
Gold is doing what gold does best — quietly outperforming when uncertainty rises.
In 2025, gold prices have hovered near $2,400 an ounce, up more than 15% from last year. Several forces are driving this renewed rush into the yellow metal:
Central bank buying: Emerging economies, led by China, India, and Turkey, are increasing gold reserves to diversify away from the U.S. dollar.
Geopolitical tension: Conflicts in Eastern Europe and the Middle East have pushed investors toward safer assets.
Currency weakness: With the U.S. Federal Reserve expected to cut rates in late 2025, a softer dollar makes gold more attractive globally.
What’s interesting is that gold isn’t just an inflation hedge anymore — it’s becoming a hedge against systemic volatility. Even as stocks and crypto fluctuate, gold’s timeless role as “crisis insurance” seems stronger than ever.
“Gold is quietly becoming the world’s third reserve currency,” said a recent World Gold Council report.
⚙️ Copper: The red metal with green ambitions
If gold is about safety, copper is about growth — and its story in 2025 is electric. Literally.
Known as the “metal of electrification,” copper is essential for electric vehicles (EVs), renewable energy grids, and battery storage. Each EV uses around 80 kilograms (175 pounds) of copper — nearly three times more than a gasoline car.
Global demand is surging, yet supply remains tight:
Chile and Peru, the top producers, face declining ore quality and stricter environmental rules.
New projects take years to develop, meaning supply can’t keep up with green transition goals.
Prices have climbed back above $4.80 per pound, and analysts from Goldman Sachs predict copper could breach $6.00 if global electrification targets stay on pace.
Countries are even calling copper a “critical mineral”, putting it in the same strategic category as lithium and rare earths.
This isn’t just about wires and motors — it’s about power. Whoever controls copper supply chains controls the pace of the clean energy revolution.
🔋 Lithium: The white gold powering the future
Lithium’s story has been a rollercoaster. Prices exploded during the EV boom of 2021–2022, then crashed in 2023 as supply caught up. But in 2025, the market is stabilizing — and a new equilibrium is emerging.
Lithium carbonate prices have rebounded to around $20,000 per ton, up from their 2024 lows.
EV sales are projected to reach 17 million units worldwide this year (IEA data), up nearly 25% year-over-year.
Major producers like Australia, Chile, and China are consolidating control, while new mines in Africa and Canada aim to diversify global supply.
At the same time, battery recycling is beginning to take off. Companies like Redwood Materials and CATL are recovering metals from old batteries, easing future supply constraints.
The long-term trend is clear: demand for lithium could triple by 2030, making it one of the defining commodities of this decade — just as oil defined the last.
🌍 The bigger economic picture
This commodity comeback isn’t just about price spikes — it’s reshaping global trade and investment flows.
Emerging markets are gaining leverage. Resource-rich nations like Indonesia, Chile, and Namibia are renegotiating mining contracts and demanding local processing to capture more value.
Inflation pressure is shifting. Commodity prices feed into manufacturing, construction, and energy costs — meaning policymakers can’t fully relax even as core inflation cools.
Green energy meets geopolitics. The race for critical minerals is the new version of the oil wars — only this time, it’s about batteries, grids, and chips.
Even traditional investors are taking notice. Commodities, once viewed as “cyclical,” are now being added to long-term portfolios as a hedge against inflation and global uncertainty.
🧭 What to watch next
China’s demand: Still the world’s largest buyer of industrial metals, China’s growth trajectory will shape global pricing.
U.S. policy incentives: Tax credits and green-energy funding could accelerate domestic mining and battery projects.
Supply shocks: From droughts affecting hydropower in Chile to strikes in Australian mines, disruptions can shift prices overnight.
Technology breakthroughs: Advances in battery chemistry could reduce lithium demand — or, paradoxically, boost it as new uses emerge.
The Bottom Line
Commodities are back — not just as cyclical plays, but as central pillars of the modern economy. Gold offers security, copper drives innovation, and lithium fuels the clean-energy future.
For readers of The Economic Wagon, the key takeaway is simple: the next economic cycle may not be led by Silicon Valley or Wall Street, but by the mines, smelters, and battery factories powering the global transition.
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.