Interesting take I came across from EB Tucker on positioning for markets like these. Most people assume if gold does well, mining stocks follow automatically. But EB Tucker actually sees it differently - he thinks gold will perform fine on its own, but mining stocks might lag behind. That's a contrarian view worth considering.

What caught my attention more though is where EB Tucker is really focused: energy. With AI continuing to explode, the infrastructure demands are going to be massive. Power consumption is becoming the real constraint, not the hype cycle. EB Tucker sees energy as the actual trend to ride, not the AI companies everyone's already piling into.

There's something he said that stuck with me - basically, start the year by cutting out what doesn't work. Sounds simple but most people don't actually do it. They keep grinding on strategies that have already failed. EB Tucker's angle is that timing matters, and the beginning of a year is when you have the best psychological reset to make real changes.

So the playbook according to EB Tucker: don't assume mining follows gold, watch energy plays closely, and be ruthless about abandoning what isn't working. The broader point is that 2025 and beyond isn't about following the obvious narratives - it's about finding where the actual constraints and opportunities are. Energy infrastructure for AI might be that unglamorous but profitable spot.