Royalty and streaming companies are reaping $2500/oz of gold with 30% more per ounce sold, dramatically altering mining industry dynamics and boosting cash flow for well-run firms.
Mining stocks, particularly royalty and streaming companies, are positioned as the best investment for the 3-5 year monetary reset period due to their massive financial leverage from deals paying substantial sums when metal spot prices increase.
Shrinkflation, where quality and quantity of goods diminish despite unchanged packaging and pricing, is leading to civil unrest and massive mistrust in the economy.
Government price controls represent “shrinkflation on steroids,” distorting markets, eroding quality, and potentially triggering economic crises and civil unrest.
The trust horizon is rapidly shrinking as people lose faith in government, media, and monetary authorities, prompting a shift from financial assets to real assets like gold, farmland, and energy.
Mainstream media is imploding due to perceived dishonesty or script-reading from establishment sources, causing a trust exodus and increased reliance on alternative outlets like Fox and Liberty and Finance.
Bill Gates’ acquisition of farmland to control food supply reinforces mistrust in big establishment entities and accelerates the shift towards real assets.
An M&A boom is anticipated in the royalty space as larger companies, flush with cash, seek to acquire smaller firms through high-leverage deals.
The upcoming summit between Trump and Putin in Alaska is viewed as a crucial milestone for improving US-Russia relations, which have allegedly been neglected by the Biden administration.
Discussions at the summit will extend beyond Ukraine to cover nuclear nonproliferation, trade, and economic cooperation, areas with significant potential for enhancing bilateral relations.
Russia’s willingness to meet with Trump, despite the US being “technically at war” with Russia in Ukraine, suggests a desire to improve relations and build confidence over the next 3.5 years.
The City of London, home to banking oligarchies, is portrayed as the driving force behind global wars, colonization, and empire-building for centuries.
The British government is allegedly controlled by money-lending oligarchies in the City of London, which use the UK government as pawns to further their interests.
The British Empire is accused of deliberately obscuring historical lessons, such as Russia’s role in the US Civil War, to shape public perception in favor of powerful interests.
The British are described as “hysterical” about the summit, attempting to derail it through various means, but their efforts are increasingly seen as weak and desperate.
Zelensky’s call for a trilateral meeting with Russia, the US, and Ukraine is characterized as “panicked nonsense” to maintain relevance, given his previous refusal to negotiate with Russia.
Russia is believed capable of signing a peace agreement with the US, despite the risk of a potential Biden administration in 3 years, by hedging risks and building confidence in the interim.
The British Empire is accused of using proxy states like Israel and Ukraine to fight wars on their behalf, aiming to destabilize regions and enable regime change operations.
The “Genius Act” enables US banks to create stable coins backed by short-term US treasuries, allowing foreign nations to invest in the US via FDI without selling treasuries, potentially creating a bubble in US assets.
Stable coins will likely function as a “laundromat” for global players with sanctioned or illegal money, with minimal risk of government surveillance for the first 5-10 years.
Mistrust of dollar custody is driving a secular change in gold demand, as nations seek to “dollarize” their assets by buying gold and selling treasuries.
The Fed’s official reserve revaluations note describes how five nations used gold reserve gains to raise funds, making gold revaluation a realistic possibility if the debt situation doesn’t improve.
Gold price is primarily driven by trust, and the ongoing mistrust in dollar custody will likely prevent a structural sell-off in gold over the next 10 years.
Central banks are buying gold to diversify financial risk, aiming to reach 30% of their reserves in gold before potentially triggering a revaluation to offset losses and balance portfolios.
The Fed will likely be unable to raise interest rates sufficiently to slow down money supply growth due to increased government spending on social safety nets, immigration, military rearmament, and supply chain rebuilding.
A proposed “Mara Lago Accord” suggests hedging gold by locking in a price without selling it, then using the funds to buy bonds of other countries to strengthen their currencies versus the US dollar.
Silver is expected to catch up to gold’s performance and potentially outperform it in the long term, with the gold-silver ratio potentially stabilizing at 50:1 within 2 years.
China is “co-opting the foundation of refined silver” by buying concentrate from Latin American countries before it reaches exchanges, making silver increasingly scarce and unavailable for borrowing.
Macro discretionary funds, including major hedge funds and sovereign wealth funds, have been buying gold since March 2024 and silver since July 2024, with plans to hold silver for 6-18 months.
China’s growing influence in gold and silver markets is becoming a critical pillar supporting the dollar as a global reserve currency, as they price gold in Chinese yuan and use it to settle international trade differentials.
Beauty is an ultimate value pursued for its own sake, essential for living a good life and preventing mental, emotional, and spiritual impoverishment.
The cult of ugliness, characterized by a desire to desecrate and flee from beauty, is replacing beauty in our world, leading people towards the shocking and perverse.
Beauty activates our passions, stirs obscurely vague heroic potentialities, and summons our higher self, motivating us to shape our character into a work of art.
As a moralizing force, beauty motivates us to become more virtuous and worthy of the beauty we behold, acting as a powerful catalyst for personal growth.
Dostoevsky suggested that the disappearance of beauty is a deeper issue than the erosion of religion, implying that beauty itself may morally elevate human beings more than religious commandments.
An historical anecdote from Byzantine Constantinople supports the idea that beauty, rather than religious dogma, can have a profound impact on moral and spiritual elevation.
Brent Johnson expects a meaningful market correction by September due to overbought markets, tariffs, and Fed pivot uncertainty.
Market breadth is extremely concentrated in the top 5-10 stocks, raising red flags for high volatility and potential correction.
The Dollar Milkshake Theory suggests higher US interest rates attract money into the dollar, while fiscal spending can push asset prices higher.
Brent Johnson is adding hedges and tail risk hedges to his portfolio, while increasing cash on the sidelines to prepare for unexpected moves.
New Harbor Financial is underweight equities, tightening hedges, and adding put options due to overvalued markets and low VIX.
Precious metals like gold, silver, and miners have been outperforming, with a 5-10% allocation recommended for bullion and miners.
The S&P 500 has had 14 weeks of positive weekly momentum, but recently turned negative, indicating a weakening market.
The market is pricing in a 99.95% probability of a Fed rate cut from 4.25% to 4% by September, potentially an overestimation.
The US housing market is fragile due to homeowners locked into historically low interest rates, making it difficult to sell and buy new homes.
Brent Johnson believes the US will outperform the rest of the world in the next 3 months, despite potential market correction.
The US is thought to have more power than China, Russia, and Brazil combined, with “dirty tricks” yet to be played.
The US may transition from a republic to an empire in the “first turning” of the “fourth turning”, potentially tightening its grip on power.
The gold-to-silver ratio has decreased from 104:1 to 86:1, indicating a favorable silver position.
The mining sector has been outperforming gold and silver, with junior miners breaking out recently.
The market is in a seasonally weak period after an election, typically from late August to fall, suggesting a time for caution.
The ongoing battle between the US Treasury and the Federal Reserve could be a catalyst for market downturn in the next 6-8 weeks.
In July 2025, the US government faced a record-high monthly deficit of $291 billion, with revenue of $338 billion and spending of $629 billion, marking a 19% increase from July 2024.
The 10-month total deficit for fiscal year 2025 reached a 4-year high of $1.6 trillion, with nearly half occurring in the 6 months since Trump’s inauguration in late January.
The federal debt surpassed $37 trillion, with the government accumulating an additional $291 billion in a single month, despite claims from Commerce Secretary Howard Lutnik that tariffs would eliminate deficits.
More than 25% of July’s revenue went towards paying interest on the national debt, largely for past expenditures like the Iraq and Afghanistan wars, rather than current infrastructure or taxpayer benefits.
Trump’s administration’s high spending levels and “big beautiful bill” with only token budget cuts are likely to increase pressure on the Federal Reserve to lower short-term interest rates to manage the rising cost of federal debt.
Gold is viewed as the solution to financial system problems, imposing discipline on governments and curbing reckless spending.
The US dollar is on a precarious path, with the current system maintained through restrictions on freedoms and capital movement.
A potential global financial crisis looms, with gold revaluation as the only viable bailout option.
Cryptocurrencies are considered a stepping stone to improved financial systems but lack the intrinsic value and tangibility of gold.
Gold’s price is determined by total global purchasing power and remains relatively low compared to its potential.
The Federal Reserve’s paper on potential gold reserve revaluations signals a possible return to a gold-based system.
Central banks issuing more fiat currency is viewed as a de facto default, with financial repression through intervention seen as a major concern.
Gold prices are expected to increase significantly due to limited supply and growing demand, potentially influenced by central bank purchases.
Gold is considered effective in both inflationary and deflationary environments, preserving purchasing power in either scenario.
Gold is characterized as a sterile asset without cash flow generation, but valued as a long-term store of value.
As the current monetary system unravels, gold is positioned as the optimal asset for wealth preservation, with an anticipated rise in the fear index.
The US national debt exceeds $37 trillion (120% of GDP), prompting the Federal Reserve to consider revaluing America’s gold reserves as a potential solution.
The US Treasury’s 261 million ounces of gold, currently valued at $42.22 per ounce (set in 1973), could be marked to market at $3,400 per ounce, potentially generating trillion-dollar gains.
Five countries have historically used gold revaluation to raise funds without selling gold, increasing taxes, or issuing new debt, as outlined in the Federal Reserve’s research note.
BRICS nations are moving away from the US dollar, trading in local currencies for hard assets and settling in physical gold, signaling a trend towards de-dollarization.
Central bank gold purchases increased from an average of 118 tons pre-2022 to 290 tons post-2022, indicating growing distrust in fiat currencies.
The BIS has reclassified gold as a tier one asset, reflecting its increasing importance in the global financial system.
The IMF’s Bretton Woods 2.0 plan, centered on gold, may introduce Central Bank Digital Currencies (CBDCs), enabling governments to track, limit, and expire money.
The Genius Act creates a framework for stablecoins, potentially serving as a stealth gateway to a CBDC-style financial system controlled by major banks and corporations.
Stablecoins, issued by entities like JP Morgan and Tether, are programmable, trackable, and seizable, potentially putting citizens’ assets at risk.
Gold’s value is based on its indestructible nature and existence before Earth’s creation, making it a timeless and biological asset independent of technological advancements.
The demand for gold and its stock-to-flow ratio remain relatively constant, even in the face of potential supply increases or economic shifts.
A true gold-backed system, as envisioned by the US founding fathers, would base the dollar’s value on gold, preventing debasement and politicization.
The triple crisis of collapsing stocks, sovereign debt, and fiat currencies highlights the need for alternative stores of value.
₿ The Bitcoin community recognizes similar systemic issues as gold investors but sees Bitcoin as a solution due to its borderless, instantly verifiable, and decentralized nature.
A US gold revaluation could be seen as a confession of the dollar’s weakness, potentially accelerating global de-dollarization efforts.
The US currently enjoys the “exorbitant privilege” of being the global reserve currency, but this status may be threatened by declining confidence in US debt and the dollar.
An existential threat to gold’s value would be a global system of sound debt, sound deficit, and sound management, which is unlikely in the near term.
History suggests that the US may be forced to link its currency to gold again in the future, as similar economic cycles have repeated throughout time.
The “greater depression” is characterized by scarcity of money, food, and essential goods, significantly impacting living standards and requiring adaptability.
White-collar jobs will face obsolescence due to AI and automation, mirroring the industrial revolution’s impact on cottage industries, necessitating future-proofing of skills.
International diversification across currencies, asset classes, and high-tech stocks is crucial for protecting wealth amid increasing economic instability.
Growing demand for gold and silver coins for transactions is expected as monetary systems become less stable and government-backed stablecoins face acceptance challenges.
The gold market is poised for significant price increases, making it a key focus for crisis investors seeking wealth protection.
The “fourth turning” represents a period of economic and social upheaval, demanding high adaptability and resilience from individuals.
Uruguay’s real estate market emerges as a potential “Plan B” destination for investors seeking to internationalize portfolios and reduce dependence on single economies.
The AI revolution is rapidly reshaping global trade and financial systems, becoming a major theme in crisis investing and financial preparedness strategies.
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