The Russia-Ukraine war is likely to end with Russia taking some of Ukraine’s territory and Ukraine agreeing not to join NATO, marking a failure of US and NATO strategy.
The US is shifting towards an “America First” approach, becoming a regional superpower controlling North and South America while withdrawing from global policing.
Europe’s financial instability, caused by demographics and generous social programs, could trigger a global crisis due to its accelerating bankruptcy rate.
The US economy is overleveraged, with consumer spending decline, credit card debt explosion, and a housing market freeze likely leading to a recession in the next couple of years.
A gigantic financial crisis is expected in the next decade, presenting both challenges and opportunities for investors who navigate it correctly.
The US government is running crisis-level deficits of $2.5 trillion per year without a crisis, potentially reaching $5 trillion in the next recession.
Europe needs to increase military spending by hundreds of billions of dollars annually to become a global military power, but lacks the financial capacity to do so.
The US-NATO proxy war against Russia in Ukraine, aimed at moving NATO to Russia’s border, failed as Russia maintained a conventional war stance and remained cash flow positive despite sanctions.
Gold would need to reach $80,000/oz to balance with dollars outstanding at 1971 levels, indicating massive fiat creation and price suppression.
The Federal Reserve and current monetary system, not corporations, are responsible for inflation that benefits the wealthy and harms working people.
The 2008 financial crisis and subsequent money printing built the current “everything bubble”, potentially leading to a painful transition period.
Sound money like gold and Bitcoin prevents bubbles and busts, allowing for greater prosperity through productivity and efficiency, as demonstrated by 5,000 years of history.
The internet and decentralized information are breaking down centralized control of money, enabling market-based pricing of currencies.
Gold and Bitcoin are the only forms of money the government can’t control or print due to their natural supply limit.
Bitcoin is a technological innovation creating an immutable, distributed system of digital scarcity with a limited supply of 21 million coins.
Bitcoin’s market cap is currently less than 2% of the $900 trillion in global financial assets, but could reach $1 million per coin in 4-5 years if it reaches 2% market share.
Bitcoin has potential to reach $1-5 million per coin in 10-15 years as it could ultimately replace currencies.
Gold mining stocks present an asymmetrical opportunity for investors, with potential 5-20x returns for well-managed companies with positive cash flow and growth projects.
The sweet spot in gold mining investments is finding producers that are cash flow positive, trading at a reasonable multiple, and having a pipeline of new projects.
Agnico Eagle Mines is a top-tier gold major, while B2Gold and Lundin Gold are smaller names with potential for 5-10x returns if they execute their growth plans.
Silver tends to outperform gold towards the end of a precious metals bull market, driven by momentum in gold and generalist money entering the market.
Record short interest in PSLV due to institutional skepticism could lead to a short squeeze, potentially causing significant losses for those betting against silver.
Central banks’ physical gold accumulation is driven by funding politically expedient domestic spending programs, not hoarding, and won’t reduce available gold for sale.
Rural land acquisition focuses on generating income through rents over time, with taxes becoming less of an issue as rents increase.
Digital currencies, including fractional gold and silver, are expected to be adopted throughout commerce, enabling more efficient transactions and greater privacy.
Government royalties, taxes, and off-site concessions on mining are rapidly increasing, making mines attractive targets for governments to “steal from miners”.
High-grade epithermal deposits tend to be small and less attractive due to limited gross ounces, with preference given to large deposits of at least 2.5-3 billion recoverable reserves.
Canadian banks are a “fortress of strength” due to oligopolistic control, but their lack of physical gold in reserves is problematic.
Canadian miners can pay workers in US dollars if their local currency falters, gaining a cost benefit against American counterparts due to the declining Canadian dollar value.
BlackRock Silver and Suma Silver have high-grade silver deposits in Nevada, but their small deposits with limited gross ounces are less attractive than large deposits with at least 100 million ounces.
Cut through the clutter and mainstream media noise. Get free, concise dispatches on vital news, videos and opinions. Delivered to Your email inbox daily. You’ll never miss a critical story, guaranteed.