Rick Rule: Nickel and Oil Are Hated ~ Rule Classroom Replay скачать в хорошем качестве

Rick Rule: Nickel and Oil Are Hated ~ Rule Classroom Replay

Rick Rule and Steve Barton join again in the Rule Classroom Plus. 📩 Rule Classroom (Free) https://ruleclassroom.com/share/-ztDn... 📩 Rule Classroom Plus (Free 2 Month Trial) https://ruleclassroom.com/share/--qql... Rick Rule and Steve Barton get together again for a question and answer session with the students of the Rule Classroom Plus. This is a livestream replay that was recorded on Feb 12th 2026 at 12:30pm Pacific Time. Join us for the next livestream by using the links above. Anyone can watch the replay. To ask a question, you must be a student in the Rule Classroom Plus. Thank you for your support. Rick opens by explaining how he’s been repositioning his own capital after an outsized 2025, including selling most of his physical silver and redeploying across other assets. He reiterates his core approach of buying hate and selling love, describing early-stage moves toward hated areas like sulfide nickel and conventional offshore frontier oil exploration, where he believes the market is assigning little to no optionality value despite asymmetric upside. The conversation shifts into listener Q&A: the Vizsla situation in Sinaloa and why Rick is holding but not adding, his view that shorting is unattractive until markets reach truly absurd valuations, and various company takes across copper, nickel, uranium, gold, and oil. He discusses how he evaluates quality management, jurisdiction risk, balance sheets, permitting catalysts, and how narrative often overpowers math in the short run. He closes with upcoming events and two planned special sessions focused on building buy templates and mastering the psychology of selling. Key Insights in this episode ✅ Rick redeployed physical silver profits into higher-upside equities ✅ “Buy hate, sell love” remains his core capital allocation strategy ✅ Offshore oil exploration offers upside with defined downside math ✅ Sulfide nickel is deeply unloved as Indonesia tightens supply ✅ Uranium developers benefit from the shift from spot to term markets ✅ Avoid shorting unless valuations are extreme and fraud is evident ✅ Frontier markets carry risk but mispriced optionality creates asymmetry ✅ Portfolio success depends on written buy templates and disciplined selling Chapters 00:00 Rick Rule Likes Nickel and Oil 06:42 Vizsla Silver 12:01 Short Selling 14:16 Shorting Strategy 15:26 Altius Minerals 16:52 Aldebaran Resources and Regulus Resources and Livezone Metals 19:39 Uranium Stocks Paladin and NexGen and Denison 21:44 GoGold and Mining Permits in Mexico 23:58 First Majestic Silver 26:40 AbraSilver 28:31 Mundoro Capital 31:10 Petrobras 34:17 Latin Metals and Kincora Copper 34:56 Seabridge Gold JV Deal 37:05 ARC Resources 38:10 Atex Resources 39:31 Blue Moon Metals and Alamos Gold and Aris Mining 42:26 Asymmetric Research - Amerigo and International Petroleum 48:46 Ivanhoe Mines 49:50 Aya Gold & Silver 53:11 Exxon and Schlumberger 55:41 B2Gold 59:24 Upcoming Events - Mark your Calendar DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #RickRule #Commodities #Gold #Silver #Uranium #OilStocks #Nickel #Copper #Platinum #NaturalGas #Coal #Currencies #ResourceInvesting #MiningStocks #EnergyStocks #ContrarianInvesting #ValueInvesting #PortfolioStrategy #RuleSymposium #SteveBarton #InItToWinIt