Been thinking about what EB Tucker laid out recently about where the real money is in markets. He's got an interesting take that's worth considering if you're planning your portfolio moves.

So here's the thing - most people assume mining stocks should track with gold prices, right? Tucker's saying that's not where he's putting his focus. Gold might do fine, but he's skeptical mining stocks will actually outperform the commodity itself. That's actually a pretty important distinction if you're deciding where to allocate capital.

What's catching his attention instead is the energy sector. Makes sense when you think about it - AI infrastructure is exploding and it needs power. That's not a temporary trend, that's structural demand. Tucker's basically saying follow the energy story because that's where the real tailwinds are.

There's also something he mentioned that stuck with me: "The first of the year is the best time for you as a person to stop doing things that don't work." Kind of applies to investing too, right? If something isn't working in your strategy, why keep forcing it?

Looking back at his commentary, the broader point is clear - don't just chase the obvious plays. Gold gets all the attention, but EB Tucker's highlighting that energy and AI infrastructure is where the actual momentum is building. If you're looking at 2026 positioning, that's worth thinking through.