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Today is May 12, 2025.

So far year to date, since January, shares of NVDA are down 15.66%.

Meanwhile gold is up 25.03%.

TSLA is down 21.36%.

And the ETF for Germany is up 29.10% and the S&P 500 is down 3.47%.

There has been a big money shit in the markets this year. The fad big cap US tech stocks that everyone is obsessed with just aren’t doing that well anymore, as investors around the world have moved their money into new things.

I use TC2000 to analyze the market and it breaks it up into sectors.

Here are the top sectors, ranked by performance since New Years.

Notice gold is the top sectors and there are a lot of defensive sectors on the list, such as utilities, grocery stores, beverages, and tobacco stocks. Silver is also near the top and so are global banks. That’s not American banks, but foreign global banks, because foreign markets as a whole are doing better than the S&P 500 this year.

If you want to beat the market you want to be invested in those things doing just that.

Just doing what the crowd does gives you the same results they get.

One of the top performing big cap mining stocks, that has now become a sector lead is AEM.

Yes, I own shares of AEM.

Today it is down, along with gold and silver, on news that Trump has reduced its tariff to China from 145% to 30% (10% + 20% when a previous tariff is included). The Trump team also is saying that 10% tariffs are now a “baseline” for the rest of the world. US stock market futures are up this morning on the news, which is nice to see. It may be that the tariff war and it’s impact on the markets is coming to an end this week.

That would mean attention will shift to the US budget and tax bill next.

I know this morning no one cares about the idea of buying gold or gold stocks, because the US stock market averages are gapping up. There already was ZERO interest in the United States among the masses in these sectors.

-Mike

Gold hitting record highs

The price of gold keeps heating up. If the record-breaking year of 2024 wasn't enough, gold hit a major historic 2025 milestone by crossing the $3,000/ounce threshold!

Here are 3 Key Reasons:

1. Looming economic & political uncertainty

2. Increasing central bank demand

3. Rising National Debt - over $36 Trillion

So, could gold surge even higher?

According to a recent statement from Jeffrey Gundlach, famed American business man and investor… “Gold continues its bull market that we’ve been talking about for a couple of years, ever since it was down to $1,800.” He expects gold to reach $4,000/oz.

Is it time you learn more about precious metals?

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^{Disclaimer: The opinions expressed in this newsletter are those of WallstreetWindow its editors and contributors, and may change without notice. The information in this newsletter may become outdated and we have no obligation to update it. The information in this newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with a financial adviser prior to making any investments, including whether any investment is suitable for your specific needs. WallStreetWindow is owned by Timingwallstreet, Inc. and it is not a registered investment advisor and does not provide individual investment advice. This is a publication for the general public.}