The labor force is shrinking due to deportations and closed borders, causing stress on consumers and inflation pressures as tariff levels are six times higher than last year.
The Federal Reserve cannot lower interest rates because inflation is above their 2% target and could potentially increase further, with home prices rising 20% instead of 2% in 2007.
The Fed operates as a managed system rather than a free market capitalist one, bailing out banks and managing asset prices to prevent insolvency and economic collapse.
The Fed is paving the way for a central bank digital currency, potentially allowing them to monitor all transactions and implement negative interest rates on deposits.
Platinum is breaking out as a safe-haven asset, currently priced at less than half of gold while being less prone to oxidation.
Michael Pento’s portfolio is 25% net long stocks, focusing on foreign stocks, precious metals, and momentum, with a bullish outlook on gold, platinum, and silver.
Pento expects the Fed to panic in 2026 when they cut rates, causing long-term bond prices to fall and yields to rise.
The dollar may crumble as foreigners lose faith in the sovereign bond market, while inflation accelerates due to tariffs and energy price spikes.
Massive deliveries of over 35 tons of gold into COMEX since Easter signal a global rush towards physical assets with no counterparty risk, driven by private wealth and sophisticated players.
Central banks from over 40 nations are repatriating gold from the Bank of England and New York Federal Reserve, creating strategic reserves to protect against systemic risk.
The rhetoric about crypto and Bitcoin reserves may be a red herring distracting from the massive accumulation of gold and silver by central banks.
A 45-year cup and handle formation in silver suggests an imminent long-term breakout, potentially leading to a price explosion to $50 or equivalent to $2,100 gold.
The largest delivery in history of silver in the May contract, with over 12,000 contracts standing for delivery, indicates a systemic threat to commercial banks shorting the market.
Big money is accumulating physical metals like gold, silver, platinum, and copper, while shedding US Treasuries due to their counterparty risk and poor performance.
The Belt Road Initiative (BRI) spans 75% of human population and 50% of global GDP, connecting underdeveloped countries to global markets.
The Shanghai Cooperation Organization (SCO) and Eurasian Economic Union (EEU) represent 90% of the world’s population and are closely aligned with the BRI.
The People’s Bank of China has connected its digital RMB crossborder settlement system to 16 nations, representing 38% of global trade.
The Shanghai Metals Exchange is building international storage hubs to allow global physical delivery of precious metals and settlement in Yuan, bypassing the dollar.
BRICS nations are developing a new settlement system compatible with the BRI and digital RMB, enabling trade and settlement in gold without using dollars.
China is playing the long game by accumulating physical metals, importing 8 million ounces of platinum despite only producing 1-2 million ounces.
The US government has a long history of lying about wars, with the Pentagon and intelligence agencies fabricating evidence to justify conflicts in Vietnam, Afghanistan, and Iraq.
A weak and morally impoverished state conducts costly, unpopular, and society-busting wars, increasingly viewing citizens as enemies to be manipulated and eliminated.
American ideas about individual liberty and modern technology empower people to create, reason, and check their premises, countering the state’s tendency to lie and propagandize.
The state’s lies are being rapidly exposed by more people than ever before, though exposure is not yet fast or impactful enough to activate change.
The state’s goal of domesticating citizens is becoming impossible as selling wars through hysteria and lies becomes ineffective in the face of increased information access.
Revisionist history serves as a powerful tool for challenging state propaganda, promoting honesty and peace by actively learning and sharing the truth about past and present government actions.
The US government has been weaponizing media access for over a century, using controlled access to official briefings and restricted facilities to shape public opinion and the media landscape.
Embedding journalists with US forces in wars in Afghanistan and Iraq has been an effective tactic for the government to control war perception while appearing to embrace transparency.
The US government’s approach transforms journalists into “lap dogs” rather than watchdogs by granting access and accreditation in exchange for favorable coverage.
The White House press pool, formally established by President Eisenhower in the 1950s, gives the appearance of media freedom while the White House retains complete control over eligible outlets.
Governments worldwide, including Ukraine and Israel, use similar tactics of revoking credentials or restricting access for foreign journalists to control narratives and suppress unfavorable reporting.
The attack on Iran was planned 24 years ago by the military-industrial complex and Zionist leaders to justify wars and avoid prosecution, according to former intelligence officer Bob Moriarty.
Iran could shut down the world economy by closing the Strait of Hormuz with minimal force, potentially quadrupling oil prices to $240/bbl and causing global business shutdowns.
A potential attack on Iran could lead to a global economic crisis similar to the 1973 Arab oil embargo, when oil prices quadrupled and 6-7% of global oil supply was cut off.
The aftermath of an Iran attack could result in widespread business closures, starvation, and freezing temperatures worldwide due to oil supply disruptions.
The conflict could escalate into a world war involving Saudi Arabia, North Korea, Russia, and China, with no alternative outcome, according to Moriarty.
The situation may go nuclear as Israel and the United States cannot conventionally defeat Russia, China, and Iran in a war.
The Deagle report from 2017, linked to the CIA, predicted a US population drop from 327 million to under 100 million by 2025, citing natural disasters, war, and potentially biowarfare as causes.
Biowarfare and a nuclear exchange are considered the most likely scenarios for significant population reduction, as suggested by the Deagle report’s forecasts.
National home prices are poised for decline in 2025 as inventory explodes in more markets, with major players like Redfin, Zillow, and realtor.com pivoting to price decline predictions.
A widening gap between sellers and buyers is expected to lead to a prolonged housing correction, potentially lasting several years.
Without massive government intervention, such as buying homes onto Fannie or Freddie balance sheets, the market is likely to correct significantly downward.
Consumer sentiment and confidence have plummeted entering 2025, driven by uncertainties in trade, company capex, wages, job security, stock market, and housing prices.
Student loan delinquencies are causing 180-point credit score drops, leading to cancellations in high-dollar home transactions.
FHA delinquency rates are already high at 12.89% as of February, with the FHA program ending October 1st, potentially causing a surge in defaults.
Contrary to expectations, inventory is building in the Northeast and Midwest, with Boston’s inventory increasing weekly.
Affluent areas like Stanford, Connecticut are experiencing staggering inventory growth and month-over-month price declines.
Boston’s labor market is struggling due to a big collapse in life sciences and limited job opportunities, compounded by a commercial real estate crisis.
Foreclosures are expected to materially impact the market in Q1-Q2 2026, with state AGs likely to intervene.
Private credit lenders are facing challenges due to misjudged credit profiles, lending on 700 credit scores to borrowers who may be closer to 580 profiles.
21 of 85 cities tracked experienced year-over-year and month-over-month price declines during the peak selling season, an unusual occurrence even compared to the 2007-2010 housing depression.
85% of Airbnb investors sought tracking of Airbnb hotspots, which are now experiencing price declines in many cities, indicating a potential shift in short-term rental markets.
The fiat system, managed by central banks, is the antithesis of capitalism, distorting markets with fake money and credit.
Since 1971, the US dollar has eroded at a 7% average annual rate, losing 99.12% of its value and potentially facing a sudden collapse in the treasury market.
Gold serves as a reliable savings vehicle and money, having outlived world wars, hyperinflation, and economic depressions.
Central banks are stockpiling gold at record pace, with the largest COMEX delivery of $8.5 billion in May, signaling a shift in the global gold market.
BRICS nations are developing alternatives to the US dollar, indicating a global reserve reset is underway.
The US government’s $36 trillion debt and $200 trillion unfunded liabilities highlight the unsustainability of the current system.
Only 0.5% of US infrastructure’s total allocation is in gold and gold-related equities, making it a contrarian investment with significant upside potential.
Understanding the treasury market is crucial for predicting the timing of the US dollar’s potential collapse, which is fueled by government spending and geopolitics.
Accelerating technological change is the primary driver of global chaos, making the world increasingly out of control with no clear governing entity in sight.
The nation-state, an industrial era construct, is evolving into more amorphous and network-like governing units due to decentralized communications and computer networks.
Private companies are creating private city-states worldwide, signaling the decline of traditional nation-states and the rise of new governance structures.
The current fiat money system, with its unsustainable debt and Ponzi-like structure, is driving the decline of centralized power and nation-states.
Bitcoin is viewed as the monetary regime change, being the only decentralized and unconfiscatable hard asset, potentially becoming a key component in future monetary systems.
The $180-300 trillion bond market is expected to undergo a transformation, with funds moving into gold, silver, real estate, private equity, and Bitcoin.
The singularity has already occurred, with AI and LLMs now capable of writing code and creating an iterative feedback loop.
Human evolution is accelerating towards biohacking and experimental therapies, leading to a potential mega lifespan explosion and radical life extension.
The future of human evolution will focus on mental and conscious growth, rather than merely uploading consciousness into the cloud.
Radical self-reliance is crucial for survival in the changing world, including starting businesses, finding new income sources, and maintaining personal sovereignty.
Balancing the drive for progress with staying healthy, working out, eating well, and connecting with like-minded individuals is essential for personal well-being.
The sovereign individual playbook emphasizes staying organic, avoiding transhumanist approaches, and focusing on mental and conscious growth rather than technological integration.
Gold’s 88.1% gain since October 2023 without a 10% plus correction marks the largest bull market since 1971, excluding the 1970s and today’s bull.
Historically, after top 10 bull markets since 1971, the average correction was 15.5% over 1.9 months, with gold peaking at 1.265 times above its 200-day moving average.
Chinese demand has been a major driver of the current gold bull market, fueled by trade war fears and tariffs on Chinese export factories.
Mid-tier gold miners (300,000 to 1,000,000 ounces annually) offer superior growth potential and lower costs compared to major miners, making them more attractive investments.
Gold miners are experiencing record revenues, earnings, implied unit profits, operating cash flows, and cash on hand, despite investor apathy due to valuation concerns.
Reduced exploration spending in recent years may lead to a future supply deficit, creating potential undervalued opportunities for investors in the exploration sector.
Gold stocks have historically shown 3.4 times upside leverage in 40% plus gold up legs, suggesting significant catch-up potential for gold miners.
Diversification across various sectors is crucial to mitigate risk and reduce exposure to market volatility in investment strategies.
Silver futures positioning and speculator activity significantly impact silver prices, with silver speculators being more deployed than gold speculators, increasing the risk of a short squeeze.
The current apathy in the gold market, despite all-time highs, is considered positive for gold’s next leg higher as it prevents excessive greed.
A potential bear market in the US stock market, due to chronic overvaluation, may spawn interest in alternative assets like gold and gold miners.
China’s gold accumulation strategy, rooted in a Marxist economic view, has led to an estimated 20,000 tons of gold reserves by 2002, potentially making China the world’s largest gold holder.
The Shanghai Gold Exchange (SGE), wholly owned by the People’s Bank of China, manages the nation’s gold and silver reserves, acquisitions, and foreign reserve transactions, positioning China as a key player in the global gold market.
China’s massive gold reserves serve as a potential game-changer in the global gold market, potentially challenging the US dollar’s reserve currency status.
As the world’s largest gold miner, China’s continued accumulation since 2002 suggests its current gold reserves may significantly exceed the reported 20,000 tons.
China’s gold strategy, initiated in the 1980s, reflects a long-term vision of the Chinese Communist Party to prepare for potential credit value destruction in capitalist economies.
The SGE could become the new global center for gold pricing, aligning with China’s ambitions to reshape the international financial system.
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