Look, I get it. While everyone else is stuffing stockings with gift cards and questionable sweaters, you’re probably wondering what to stuff your portfolio with. Well, grab some eggnog because I’ve got news: gold stocks might just be the best present you give yourself this year.
Here’s the thing – gold is having a moment. And by “moment,” I mean it’s been absolutely crushing it, hitting new all-time highs like it’s trying to win a participation trophy for every month of 2025. One economist (Ed Yardeni, who’s basically the cool uncle of economic forecasting) says gold is “the new bitcoin.” Which is hilarious because bitcoin was supposed to be the new gold, but here we are.
Why is gold suddenly the popular kid again? Simple: nobody trusts central banks anymore. It’s like when your friend keeps borrowing money and “forgetting” to pay you back – eventually, you stop lending. Global central banks are hoarding gold like it’s the last slice of pizza, and regular folks are following suit.
The real kicker? We’re staring down a deflationary mess, especially in China. When deflation hits, central banks panic and start devaluing currencies faster than a used car loses value. Gold? It just sits there, looking smug and shiny, being the ultimate hedge against this chaos.
Three Gold Stocks Worth Your Attention:
1. Agnico Eagle Mines (AEM)
These guys are the third-largest gold producer globally, which is like being the third-best pizza place in New York – still pretty damn good. They’re cranking out between 3.3-3.5 million ounces this year and just posted an 89% jump in earnings. When a mining company beats earnings expectations by 10%, that’s not luck – that’s execution.
2. Alamos Gold (AGI)
Formed from a merger over 20 years ago (back when flip phones were cool), Alamos has been quietly building an empire. They own some of Canada’s highest-grade gold mines, which is like owning the best real estate in the neighborhood. Their revenue jumped 28% year-over-year, and earnings nearly doubled. Not too shabby.
3. Kinross Gold (KGC)
This is the author’s favorite, and honestly, the numbers back it up. Revenue topped estimates, earnings soared 77%, and analysts are so excited they’ve bumped up future earnings estimates by 37%. When analysts get this optimistic about a mining stock, you know something’s cooking.
Here’s the reality check: while everyone’s obsessing over AI stocks and the next shiny tech thing, gold stocks are quietly printing money. It’s not sexy, it’s not going to make you feel like a Silicon Valley genius, but it might just save your portfolio when the inevitable correction comes.
The best part? Gold doesn’t need software updates, doesn’t get hacked, and won’t suddenly become obsolete because some 22-year-old in a hoodie invented something “revolutionary.” It’s been valuable for literally thousands of years, which in investment terms is basically forever.
So this holiday season, while others are fighting over the latest gadgets, maybe consider giving your portfolio the gift of some good old-fashioned, boring, profitable gold exposure. Your future self might just thank you – preferably from their yacht.