3 Sunday Morning Thoughts – September 13 Edition

Written by Bryan Lutz, Editor at Dollarcollapse.com:

It’s Sunday.

Alright, here’s what we do.

Every Sunday I share a few thoughts with you and other subscribers at Dollar Collapse.

Sometimes we’ll talk about economics, sometimes recent events, and other times, life.

Here are three thoughts for this morning:

1. When it comes to your wealth, do you think generationally?

Until the middle of the nineteenth century an ordinary household in England or America was a firm. Many of its functions we outsource today. Functions like production, occupational training, insurance, credit, and the passing of inheritance from one generation to the next.

Now, when you think about the US dollar, and the depreciation of its purchasing power, why should a family’s future depend on a monetary system that depends on you supporting the political jockeying required to uphold the system?

Because when a person confines themselves within that system, they are trapped. Their life begins to define itself around that system. And then, their children’s lives begin to define themselves by that same system.

Your kids go to a public school…

Then they go to a college or university mostly subsidized by the federal government.

Then they get a job and pay taxes that keep the same conveyor belt moving for the next generation.

Education, employment, retirement. At every stage, the family relies on institutions it has little power to direct.

But what would change if we thought of the family itself as something we were responsible for sustaining beyond our own lifetimes?

I just showed you what an entire communist implementation of a system like that would look like, but that’s just one option.

You can think generationally in term of perpetuating your family.

Before passing down wealth, pass down judgment: the ability to make sound decisions, maintain your values, and steward what you’ve inherited. And that means passing on practical skills and a sense of responsibility alongside financial assets.

Your great-grandchildren will thank you.

2.  Copper hit an all-time-high this week. Some investors are acting with urgency, but copper is a long-term, multi-decade play.

On September 7, copper set a record above $14,500 a tonne on the London Metal Exchange, which led to a lot of experts announcing the breakthrough.

Most of the news has covered the rising price as a tariff story(with TDS syndrome as the exigence). In the bigger picture, the US is declining as the world’s superpower. As a result, the world is fracturing, nations are grasping for their piece of the pie, and the next tech race (AI) is forcing critical metals front and center.

Thus, my post this week on how copper is becoming the new oil of the AI age. The long-term concern is that copper demand could outpace new supply.

One of our readers, Joel Grooms, asked what my top 5 copper stock picks would be. I didn’t respond with picks per se, but with a strategy stemming from the DollarCollapse Playbook.

Each example follows a different part of the Playbook’s framework. The article explains the reasoning behind each one.

The one I want to highlight here is Elemental Royalty, which is a royalty company with a reasonable amount of copper exposure. Its royalties provide exposure to revenue from the underlying mines, including gold and copper operations. It’s trading around $20 on the NASDAQ.

No need to act with urgency here. For me, copper is a thesis measured in decades. That gives investors time to study the businesses, compare valuations, and choose their entry points carefully. And sometimes, these smaller royalty companies get bought up (like Sandstorm Gold, which had copper exposure and was recently bought out by Royal Gold).

3. The Fourth Turning is rearing its smiling face. More stories of de-transitioners are hitting the mainstream narrative.

All right, so I know someone who’s de-transitioning. They’re moving back to male from female having experienced all the ways the body gets wrecked from hormonal (for lack of a better word)fuckery. It’s been six years since he started to detransition and his voice still sounds 3/4 feminine with a high pitch, nasal, and wooden tone.

This website’s latest features a man named Jonni Skinner. Doctors, without any financial incentive of course, played a role in convincing him he was a female. It turns out natural law, and his own biology proved otherwise.

Stories like these are rolling out one after another.

It’s the kind of shock and awe news headlines that pushes everyday people to take action, provide good examples, and change the world. In Fourth Turning terms, gender is being re-negotiated back into a new standard of what it means to be man and woman. Here’s to leaving the clown world behind.

Have a great Sunday!