Motley Fool Money The Best Investment in 2025 (So Far...) Isn’t What You Think
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Sep 4, 2025 Matt Frankel, a longtime Fool contributor, shares his insights on gold investments that are leading the charge in 2025. He discusses how gold has outperformed the S&P 500 and crypto, highlighting a top-performing gold mining stock. The conversation shifts to Figma’s disappointing earnings and what it means for investors, alongside a look at intriguing upcoming IPOs. Frankel and his co-hosts provide a thoughtful analysis of market volatility and investment strategies, making it a must-listen for any investor.
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Gold Leads 2025 Market Returns
- Gold has been the standout asset in 2025, outperforming the S&P 500 and Bitcoin by a wide margin.
- Newmont (NEM) more than doubled year-to-date, reflecting gold's surge and solid miner profitability.
Mining Fundamentals Back The Rally
- Newmont's profitability supports its rally, trading at about 8x enterprise value to EBITDA.
- Management is shedding non-core assets and focusing on higher-quality mines, which may attract institutional investors.
Macro Drivers Pushing Money Into Gold
- Market volatility, tariff drama, and interest-rate uncertainty are major drivers pushing money toward gold.
- Falling rates and added liquidity can also be favorable for gold prices, amplifying the move.