Earnings360 Newsletter for 12/10/2024

The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.

Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.

While the S&P 500 gained 13.5% last year, gold ran roughly 60% - and one overlooked gold-linked asset soared as much as 216%. Central banks have logged 18 consecutive months of gold purchases, and figures like U.S. Treasury Secretary Scott Bessent and Paul Tudor Jones have publicly named gold their top macro trade.

But the biggest opportunity may not be gold itself. In the last supercycle, a specific backdoor gold play returned 846%, 1,668%, and 1,915%. Ross Givens, Director of Research at Traders Agency, has put together the full breakdown - including three trades you can make right now.