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Top Three Videos – March 2, 2024

► Searching for the Best Gold IRA Company?
This is a MUST-Read...

John Rubino: Libertarianism Unleashed in Latin America and the World (February 27, 2024)

Financial Survival Network...

Summary

 

The rise of libertarianism, the potential for technological advancements, and the unpredictability of the market are shaping the future of the world.

 

  • It’s a big deal because so few things like that have ever happened in the world.
  • Libertarianism has gone from being a theoretical system to actually being implemented, causing optimism for the future.
  • “In El Salvador, they made Bitcoin legal tender and then they rounded up all the gang members and just put them in a supermax prison and so El Salvador went from being one of the most dangerous places in Latin America to having one of the lowest crime rates.”
  • The rise of libertarianism in Latin America is adding to the list of things that can be cobbled together into a somewhat libertarian political platform.
  • The function of Democracy in America was to have states as laboratories for ideas, but somehow we’ve gone totally astray.
  • The earlier version of the United States was closer to the libertarian ideal with a smaller government, allowing for more individual freedom and economic autonomy.
  • The combination of artificial intelligence and quantum computers will lead to superhuman computing power and a very interesting world.
  • “The market can stay irrational longer than you can stay solvent” – highlighting the unpredictability of the market and the importance of staying financially solvent.

Lyn Alden: The 60/40 Portfolio Will Fail, Here's Why (Feb. 29, 2024)...

Resource Talks...

Summary

 

The current energy crisis and geopolitical concerns could lead to significant upside surprises in the oil market, and investors should consider adding assets that provide inflation protection such as energy producers and real assets like gold and copper to their portfolios.

 
  • The cycle of oil and other commodities going through periods of scarcity and abundance is a multi-year significant bull market.
  • Rising energy prices and geopolitical concerns could lead to more upside surprises in the oil market in the coming years.
  • Energy crisis can cause abrupt shifts in energy sources, such as Germany pivoting heavily into coal during the European natural gas crisis.
  • Certain geopolitical events or disruptions could cause major dislocations to the upside in energy prices or overall inflation measures.
  • The Federal Reserve’s liquidity injections and balance sheet expansion are a net positive liquidity inflationary force, resembling industrial policy from the 1940s.
  • The 60/40 portfolio is based on the expectation of disinflation, but now that interest rates have hit zero, the juice has been squeezed out of that positioning.
  • Instead of a traditional 60/40 stock-bond portfolio, consider adding assets that provide inflation protection such as energy producers and real assets like gold and copper.

Doomberg: Long Gold, Short Energy, Cautious Uranium, Suspicious Copper (February. 29, 2024)...

Resource Talks...

Summary

 

The world has more than enough primary energy, and the US has become a major energy powerhouse, making it a unique Petro state with the potential for significant re-rating of gold.

 

Energy Market Insights

 
  • Peak cheap oil is a myth, and the upward sloping S wave of energy consumption of humanity continues unabated regardless of the crises that may present themselves.
  • The harder you stretch the rubber band, the more violent the reaction would be, because there’s way more than enough hydrocarbons under the Earth for way more than long enough.
  • The price of oil is influenced by the capital expansion cycle of the commodity sector, sentiment, risk premiums, and geopolitics in the short and medium term, while technology is the primary driver in the long term.
  • The US has become a major energy powerhouse, adding two and a half Saudi Arabia to its energy mix in just 15 years, despite facing political restrictions on drilling.
  • The inelasticity of demand for Commodities makes $200 or $300 oil totally possible, and we just saw it in Europe.
  • The market is signaling that a US war with Iran is unlikely, despite what’s going on in the Middle East.
  • “The world has more than enough primary energy which is why you see natural gas where it is, coal where it is, and oil would be lower.”
  • The evolution of controlled production among US operators in the Shell patch is phenomenal, making them more flexible and able to toggle on and off, ultimately leading to a supply response.
  • The US benefits from both long and short energy positions, making it a unique Petro state.
  • “Energy is not influenced by the economy. Energy is the economy.”
  • Uranium has the potential to triple or quadruple in price without significantly impacting the cost of running a nuclear power plant, making it a sound long-term investment.
     

Precious Metals Analysis

 
  • The price of gold has been suppressed by the paper markets, and the US dollar dominance is coming to an end, setting up for a very interesting 2024.
  • 💰
    A major oil producer pricing product in ounces of gold could lead to a significant re-rating of gold, potentially reaching $2500, $3000, or even $5000.
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