Money & Megatrends

October 8, 2025

By Brian Hunt

 

Inside today’s issue:

  • Our “Space Trade” is off to an incredible start. It’s a technology theme poised to generate winners for years.
  • The market is starting to like the Baby Boomer health care trade. Are you positioned to benefit?
  • The copper mining group surges to another new high, confirming the “trend tailwinds” are blowing for critical resources.

 

Our “Space Trade” Is Off to an Incredible Start — It’s a Technology Theme Poised to Generate Winners for Years


Satellite in space

 

Today, space sector leader AST SpaceMobile (ASTS) surged 18% to reach a new all-time high. Fellow space leader Rocket Labs (RKLB) surged 9.6% to reach an all-time high.

These two giant moves powered the space stock group (ARKQ) we follow to a new all-time high.

Did you take our September 22 advice to get in?

On September 22, we put a spotlight on the upside breakout in space stocks and said it’s a sector the “public could go wild for.”

At the time, we stated:

When people think of investing in space, they often go towards the business of launching rockets and Elon Musk’s Space X. But many of the most promising “space stocks” are in the business of space-based communication platforms and equipment. Think government surveillance, military communication, GPS, internet service, and cell service.

The best big picture fundamental case for space stocks right now is that the Trump administration believes America is in a hugely important competition with China and other countries for “space dominance.” This means regulatory and financial support for the U.S. space industry.

… Top performing individual space names worth checking out include Rocket Labs (RKLB), BlackSky (BKSY), Planet Labs (PL), and AST SpaceMobile (ASTS).

Since our note went out, money has rushed into the space sector. AST SpaceMobile is up 76%… BlackSky is up 47%…Planet Labs is up 44%… and Rocket Labs is up 33%.

Those are extraordinary returns for a trade less than one month old.

After such a huge run, the space sector is due for a pullback. Given the strong long-term outlook for space, this pullback should present a buying opportunity.

The Market Is Starting to Like the Baby Boomer Health Care Trade. Are You Positioned to Benefit?


Gold

 

It’s often reported that more than 10,000 Americans reach retirement age every day. That’s the giant Baby Boom generation entering the later stages of life. It’s also a big opportunity for the health care industry.

Ever since the Boomers hit the scene in 1946, they have been a demographic force to be reckoned with. As they’ve worked through life, they have powered a variety of big industry booms. For example, when Baby Boomers began buying starter homes in the 1980s, it drove housing booms in many cities.

Now, Boomers are in the phase of life where spending on health care and longevity skyrockets. For a lot of boomers, a typical month involves going to see at least one doctor to have something looked at, something removed, or something treated.

The Boomer generation contains the largest group of rich people the world has ever seen. Many of them will spend big bucks in the pursuit of health and extra years. This means many areas of the health care are enjoying huge demand now… and will for at least the next decade. It’s going to rain money on many health care businesses.

This is why a substantial position in health care–related investments makes a lot of sense to me. The Baby Boomer health care theme is a giant one that will last for years.

For the past few years, the market wasn’t a fan of health care stocks. Fears of regulatory changes have prevented many investors from making investments in the space. But over the past 9 months, the Trump administration has offered some guidance on how it intends to regulate the sector.

As you can see in the chart below, the market is starting to warm up to the Baby Boomer health care theme. The health care fund we follow (XLV) recently broke out of a sideways consolidation to reach a new 6-month high. When you pair this new price strength with the uptrend in biotech we’ve covered many times, you have me thinking it’s time to be long the Boomer health care theme.


XLV Stock Graph 10.8

 

The Copper Mining Group Surges to Another New High, Confirming the “Trend Tailwinds” Are Blowing for Critical Resources


Mineral Mine 10.8

Today, the copper stock group we track (COPX) climbed 3.8% to reach a new all-time high. It’s up 24% in just the past month.

This is more confirmation that we’re in a bull market for critical resources.

Over the past four months, we’ve written frequently about the emerging bull market in critical resources. As we covered in our September 22, 2025 edition, critical resources are the building blocks of the economy. Think raw materials like crude oil, natural gas, iron ore, copper, corn, and cotton.

Even today’s high-tech world of AI, apps, email, and Zoom calls is built on a “low-tech” foundation of steel, oil, concrete, copper, lumber, and aluminum. Mining, extracting, planting, harvesting, processing, refining, and transporting these vital resources is a multi-trillion-dollar business that affects every area of your life.

Many critical resource projects take 5–10 years to go from an idea on paper to actually producing and selling a resource. So, when a resource market trends in one direction, the trend tends to last for years.

Last year, we highlighted the bull case for copper and copper stocks:

Copper is widely used as a conductor to build power grids, data centers, power lines, and communication networks. When demand for power grids, renewable energy, and AI power usage booms, copper demand goes up. Plus, copper supply is constrained due to a lack of new discoveries.

As you can see from the chart below, bets on this trend are paying out like a broken slot machine. Our guidance here remains, “Stay long critical resources.”

Copper miners explode to a new all-time high


COPX Stock Graph

 

Market Notes

 

  • The biotech theme we’ve highlighted many times recently is alive and well… the small cap biotech fund (XBI) just reached another 6-month high. It’s up 12.4% in just the past month.
  • The bull market in gold mining stocks powered to another new high today. The gold miner fund we follow (GDX) is up 104% over the past year.
  • The drone megatrend continues to mint money… drone leader AeroVironment (AVAV) reached another all-time high today.