Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.
Not because he wants to – but because he can’t find value in the usual places.
Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation.
That’s why I predict Buffett’s next investment will catch millions of people off guard.
It’s not another bank… railroad company… or more shares of Apple.
It’s a gold company. How do I know?
Because the math doesn’t lie:
You can buy the average gold developer for $30 and get back $13 a year —
That’s a 43% ROI annually.
Over 10 years, that’s $130 on a $30 investment.
Tell me where else Buffett can get that.
But there’s one specific miner Buffett likes best:
- It’s the best-managed major gold miner in the industry…
- Has massive cash flow…
- Is trading at a deep discount to fair value…
- Positioned at the heart of Trump’s new mining push…
Don’t wait for Buffett to reveal his position in his 13F filing on February 17th…
Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.
To your wealth,
Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio
P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments.
Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners
After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
Authored by Leo Miller. Originally Published: 1/29/2026.
At a Glance
- General Motors’ shares jumped after a strong adjusted EPS beat and upbeat 2026 guidance.
- A large Q4 special-charge package weighed on GAAP results but appeared largely priced in.
- The stock’s outlook hinges on free cash flow durability and how EV adoption evolves in the United States.
U.S. automotive giant General Motors (NYSE: GM) just received another boost to its historic rally. In 2025, GM shares returned more than 54% total, marking the stock's best calendar-year performance since its 2010 relisting on the NYSE.
The stock jumped again on Jan. 27, climbing 8.8% as markets digested the company's Q4 and full-year 2025 earnings report and several Wall Street analysts turned more bullish.
GM Posts Strong EPS Beat, Sees Double-Digit Earnings Growth in 2026
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In Q4, GM reported revenues of about $45.3 billion, a 5.1% decline and slightly below the $45.8 billion (a 4% decline) that analysts expected. Despite the revenue miss, the company delivered a solid beat on adjusted earnings per share (EPS): $2.51 versus expectations of $2.26. Adjusted EPS rose nearly 31% year-over-year, versus estimates near 18%.
For full-year 2026, GM guided to adjusted EPS of $11 to $13. The midpoint of that range modestly exceeded analyst expectations of $11.95. Against last year's adjusted EPS of $10.60, the midpoint implies roughly 13% earnings growth in 2026.
Wall Street reacted with a number of price-target increases in the days after the report. The consensus price target sits near $85, roughly equal to the stock's Jan. 28 close. However, analyst targets issued between Jan. 27 and Jan. 28 average just over $100, implying about 18% upside from current levels.
GM Takes $7+ Billion Charge Amid EV Slowdown, China Restructuring
One notable drag on reported earnings was GM's full-year net income attributable to shareholders of $2.7 billion—well below the company's midpoint guidance of $8 billion. Management said this shortfall was largely the result of roughly $7.2 billion in special charges recorded in Q4.
As the market for electric vehicles (EVs) weakened, GM moved to cut production capacity and took impairment charges on EV-related assets. The company also reached settlements with suppliers that had expected a higher level of orders, and it recorded costs tied to restructuring its joint venture in China with SAIC Motor.
Those items flowed through the income statement as expenses and losses, lowering pre-tax profit and ultimately reducing reported net income.
GM had disclosed the planned charges earlier in January, which helped drive a roughly 2.7% drop in the stock on Jan. 9. Because the market had already priced in much of the impact, the Q4 report did not come as a major surprise.
GM's Rally May Still Have Plenty of Tread
Even after a very strong 2025, GM does not look overly expensive. The company generated $10.6 billion in adjusted automotive free cash flow in 2025 despite significant industry headwinds.
For 2026, management's midpoint guidance for adjusted automotive free cash flow is $10 billion, with U.S. auto sales expected to decline moderately across the industry. Consistently producing free cash flow near these levels will be important to GM's long-term outlook.
If GM can sustain that cash generation, its valuation—roughly 7x forward earnings based on 2026 guidance—appears reasonable and leaves room for upside.
EV Adoption Slows, But Long-Term Growth Still Shapes GM's Strategy
U.S. EV sales fell in 2025, losing some market share to other vehicle types. Kelley Blue Book estimates put EVs at 7.8% of new-car sales in 2025, down from 8.1% in 2024. Still, many analysts expect EVs to gain significant share over the long term. Big Four accounting firm Ernst & Young (EY) projects EVs could account for 32% of U.S. light-vehicle sales by 2035.
That backdrop makes GM's decision to scale back some EV initiatives worth watching, though the company is not abandoning electrification. EY also warns of "policy roadblocks" that could keep EV share around 11% by 2029—an outcome that would give GM more time to optimize its EV plans while continuing to sell profitable gasoline-powered vehicles.
GM's leading position in full-size pickups and SUVs should help insulate the company. Those vehicles tend to carry some of the highest margins in the industry and have been slower to electrify. Overall, GM looks well-positioned over the next few years, but investors should keep a close eye on competition and any further shifts in the EV market.
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