Gold Revaluation: Nuclear Option America Might Pull Again
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 28 2025
0mins
Should l Buy AEM?
Source: Benzinga
U.S. Gold Revaluation Discussion: The U.S. is considering revaluing its gold reserves, which are currently valued at $11 billion but could be worth over $861 billion at current market prices, as a strategy to address its growing national debt without raising taxes or cutting spending.
Potential Market Implications: A significant revaluation of gold could lead to a spike in gold prices, affect fiat currency purchasing power, and create chaos in currency markets, while also benefiting gold miners and altering the dynamics of various asset classes.
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Analyst Views on AEM
Wall Street analysts forecast AEM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AEM is 184.54 USD with a low forecast of 1.60 USD and a high forecast of 231.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
7 Buy
4 Hold
1 Sell
Moderate Buy
Current: 196.600
Low
1.60
Averages
184.54
High
231.00
Current: 196.600
Low
1.60
Averages
184.54
High
231.00
About AEM
Agnico Eagle Mines Limited is a Canada-based and led senior gold mining company engaged in producing precious metals from operations in Canada, Australia, Finland and Mexico, with a pipeline of exploration and development projects. Its operations include Canadian Malartic Complex, Detour Lake, Fosterville, Goldex, Kittila, La India, LaRonde Complex, Macassa, Meadowbank Complex, Meliadine and Pinos Altos. Its exploration sites include Barsele, Delta, Dubuisson, El Barqueno, Hammond Reef, Hope Bay, Jennings, Morelos Sur, North Madsen, Northern Territory, Pandora/Wood-Pandora, and others. The Canadian Malartic complex is located in the town of Malartic, 25 kilometers (km) west of Val-d’Or in northwestern Quebec. The Fosterville mine is a high-grade, low-cost underground gold mine, located 20 km from the city of Bendigo. It also owns a 100% interest in all its properties (128,680 hectares) in Quebec. Its projects also include Marban Alliance, Horizon, Alpha, Launay, Peacock, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
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Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
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- Strong Market Performance: Newmont Corporation (NYSE:NEM) saw its stock price surge by 168% in 2025, reflecting a significant increase in gold prices last year, showcasing its robust performance in the gold mining sector, although competitors like Agnico Eagle Mines also performed well.
- Investment Recommendations: While Cramer considers Newmont a solid investment choice, he expresses a preference for Agnico Eagle Mines, indicating that investors have multiple options in the gold market, which has shown overall strong performance.
- Industry Potential: Cramer highlights the excellent performance of the gold sector over the past year, suggesting that investments in this area carry relatively low risk, especially with the ongoing rise in gold prices, further solidifying Newmont's market position.
- AI Stock Comparison: Despite Newmont's impressive performance, the article notes that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider a diversified investment portfolio when making choices.
See More
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- Market Volatility Analysis: Following a plunge of 10% in gold and 30% in silver prices around January 30, a rebound has occurred, highlighting the fragility of the commodities market, where investor reactions to tightening liquidity have exacerbated trading volatility.
- Investor Confidence Recovery: Despite recent price fluctuations, market experts assert that the fundamentals for gold and silver have not deteriorated; rather, a rapid shift in leverage usage and geopolitical tensions have led to panic selling among traders.
- Buying Opportunity for Gold and Silver: Market consensus suggests that now is a good time to buy gold and silver on the dip, particularly for companies like Agnico Eagle Mines and First Majestic Silver, which are expected to see significant dividend and earnings growth supported by analysts.
- ETF Investment Opportunities: For risk-averse investors, gold and silver ETFs offer a relatively simple and low-risk way to invest, making them an ideal choice for those looking to capitalize on rising metal prices while diversifying their risk and potential returns.
See More
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- Market Performance: Silver prices have experienced a decline, dropping 6% to $67 per ounce.
- Trend Analysis: The recent downturn in silver prices indicates a potential shift in market dynamics.
See More
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- Put Option Appeal: The current bid for the $190.00 put option is $9.30, and if an investor sells this contract, they commit to buying shares at $190.00, effectively lowering their cost basis to $180.70, which is approximately a 1% discount from the current price of $192.28, making it attractive for those interested in AEM.
- Yield Potential Analysis: Should the put option expire worthless, the premium would yield a 4.89% return on the cash commitment, or an annualized 35.76%, referred to as YieldBoost, highlighting the potential attractiveness of this investment strategy.
- Call Option Returns: The $200.00 call option has a current bid of $13.10, and if an investor buys AEM shares at $192.28 and sells this call, they could achieve a total return of 10.83% if the stock is called away at expiration, showcasing the profit potential of this strategy.
- Risk Assessment: The $200.00 call option has a 48% chance of expiring worthless, in which case the investor retains both the shares and the premium collected, further enhancing the safety margin of the investment.
See More
