Just came across some interesting takes from EB Tucker on where the real money moves are in 2025. Most people are fixated on gold right now, and yeah it'll probably do fine, but here's the thing - EB Tucker isn't convinced mining stocks are going to crush it the way people expect. The real opportunity he's watching? Energy.

With AI continuing to explode, the energy sector is where the serious trends are forming. That's the narrative gaining momentum. Gold gets the headlines, but energy gets the flows. EB Tucker's perspective here is pretty sharp - while commodities might move, the infrastructure and energy plays powering the AI boom could be where you actually make money.

One quote from him 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." Sounds simple but it's actually solid advice for portfolio management. How many people are still holding positions or strategies that clearly aren't working? EB Tucker is basically saying use the reset moment to cut the dead weight.

So if you're thinking about 2025 positioning, maybe it's worth reconsidering whether you're chasing the obvious plays or actually following where EB Tucker and other smart money are looking - which seems to be energy and AI infrastructure rather than just commodity bets. Worth a deeper look if you haven't thought about it that way yet.