{"id":3051,"date":"2026-02-04T15:37:33","date_gmt":"2026-02-04T15:37:33","guid":{"rendered":"https:\/\/bondsandfonds.com\/index.php\/2026\/02\/04\/fabi-lara-what-to-do-when-commodities-prices-go-parabolic\/"},"modified":"2026-02-04T15:37:33","modified_gmt":"2026-02-04T15:37:33","slug":"fabi-lara-what-to-do-when-commodities-prices-go-parabolic","status":"publish","type":"post","link":"https:\/\/bondsandfonds.com\/index.php\/2026\/02\/04\/fabi-lara-what-to-do-when-commodities-prices-go-parabolic\/","title":{"rendered":"Fabi Lara: What to Do When Commodities Prices Go Parabolic"},"content":{"rendered":"<\/p>\n

Speaking against a backdrop of record-high gold and silver prices, Fabi Lara, creator of the Next Big Rush, delivered a timely reality check at this year\u2019s Vancouver Resource Investment Conference. <\/strong><\/p>\n

Addressing a packed room that included a noticeable influx of first-time attendees, she urged investors to balance excitement with discipline as the commodities bull market accelerates.<\/p>\n

Lara framed her talk around advice she would give her daughter based on hard-earned lessons from more than a decade in the resource sector, including surviving long stretches of disappointment before a surge. <\/p>\n

\u201cWhat we\u2019re going through this year is not normal,\u201d she said. \u201cWe\u2019re not usually this fat and happy and joyful. This is completely outside of what the last number of years have been.\u201d<\/p>\n<\/p>\n

Lara, often dubbed the \u201curanium girl\u201d for her early conviction in the sector\u2019s 2021 to 2022 rally, drew parallels between uranium\u2019s past run and current moves in the gold and silver market. <\/p>\n

Prices, she warned, are rising so fast that even seasoned investors are uneasy.<\/p>\n

\u201cThe price is moving too quickly,\u201d she said, noting that her presentation charts were outdated almost as soon as they were prepared. \u201cThat\u2019s how quickly this market is moving.\u201d<\/p>\n

During the conference, which ran from January 25 to 26, gold breached US$5,000 per ounce, while silver reached triple digits, continuing on even higher as the week continued. Ultimately, those high levels proved as unsustainable as Lara anticipated \u2014 by Monday (February 2) gold was sitting in the US$4,600 range, while silver was at US$79. <\/p>\n<\/p>\n

\n

What stage is the market in? <\/h3>\n

While some investors see parabolic prices as a signal to exit entirely, Lara cautioned against all-or-nothing thinking. Instead, she emphasized understanding where the market sits within the broader arc of a bull cycle.<\/p>\n

Referencing Doug Casey\u2019s framework, she outlined three phases: the stealth stage, the wall of worry and the mania.<\/p>\n

In her view, today\u2019s market sits uncomfortably between the latter two.<\/p>\n

\u201cSome people think we\u2019re already in mania because of the price,\u201d Lara said. \u201cI don\u2019t think we\u2019re quite there yet.\u201d<\/p>\n

She pointed to lagging indicators, including subdued valuations across the TSX Venture Exchange and conservative assumptions in mining feasibility studies, as signs that the cycle still has room to run.<\/p>\n

That said, Lara acknowledged the risks of complacency.<\/p>\n

She recounted stories of investors who rode bull markets too long, only to find \u201cno bids\u201d when they tried to exit. Her solution: gradual repositioning. \u201cDon\u2019t wait too long,\u201d she said. \u201cStart to leave your positions slowly.\u201d<\/p>\n

For her own portfolio \u2014 and hypothetically, for her daughter\u2019s \u2014 Lara favors selling in thirds rather than making dramatic moves. Trimming positions can relieve pressure without sacrificing exposure to further upside. Fully exiting, she warned, risks missing the very payoff investors have waited years to see.<\/p>\n

Equally important is what happens after selling. Holding large amounts of cash, Lara admitted, doesn\u2019t suit every personality, especially active speculators.<\/p>\n

To impose discipline, she has redirected some profits into dividend-paying oil stocks held in a separate account. \u201cYou get paid to wait,\u201d she said, calling oil historically cheap by multiple measures.<\/p>\n

Beyond precious metals, Lara highlighted emerging areas of interest among veteran investors.<\/p>\n

Copper is getting increasing attention, and will likely receive more if prices stay stable. Nickel remains overlooked, while oil continues to offer a combination of value and income that contrasts sharply with the volatility of junior miners.<\/p>\n

Ultimately, Lara framed successful investing as a psychological exercise as much as an analytical one.<\/p>\n

\u201cDoing this well is a result of greed and fear,\u201d she said. \u201cIn a bear market, you need to be greedy. In a bull market, you need to be somewhat fearful.\u201d<\/p>\n

Her closing message for newcomers and longtime investors: participate, but don\u2019t lose perspective. Bull markets reward patience and punish excess.<\/p>\n

\u201cWe\u2019re all salespeople, including me,\u201d Lara reminded the audience. \u201cSo don\u2019t believe everything you hear.\u201d<\/p>\n<\/div>\n

Securities Disclosure: I, Georgia Williams, hold no direct investment interest in any company mentioned in this article.<\/strong><\/p>\n<\/p>\n

This post appeared first on investingnews.com<\/div>\n

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Speaking against a backdrop of record-high gold and silver prices, Fabi Lara, creator of the Next Big Rush, delivered a timely reality check at this year\u2019s Vancouver Resource Investment Conference. Addressing a packed room that included a noticeable influx of first-time attendees, she urged investors to balance excitement with discipline as the commodities bull market…<\/p>\n","protected":false},"author":1,"featured_media":3052,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-3051","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/posts\/3051","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/comments?post=3051"}],"version-history":[{"count":0,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/posts\/3051\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/media\/3052"}],"wp:attachment":[{"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/media?parent=3051"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/categories?post=3051"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bondsandfonds.com\/index.php\/wp-json\/wp\/v2\/tags?post=3051"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}