Gold’s inverse correlation to US equities and balance between central bank buying and generalist investors is key to understanding its performance in the current market.
The “Sell America” trend has accelerated, with data showing money exiting the US bond market, leading to a lower dollar, lower US markets, and gold benefiting as the preeminent safe haven.
This gold bull market is unique due to the absence of western investors, mining stocks, and silver leverage, driven primarily by official sources, nation states, and central banks.
Gold stocks significantly outperformed other asset classes in Q1 earnings, with gold prices even higher in Q2, making it a must-look sector for generalists.
The upcoming 2025 drill season promises excitement with more capital raised, rigs turning, and investor anticipation building for drill companies and high-profile projects.
Institutional calls for gold prices reaching $3,500-$4,000 are becoming more common, indicating a potential misjudgment of the rally by Western speculators.
The US Constitution’s Article 1, Section 10 explicitly prohibits states from making anything other than gold or silver legal tender for debt payment, emphasizing the importance of sound money for financial freedom.
States like Texas, Utah, Arkansas, and Florida are passing laws to create transactional gold systems, allowing citizens to use gold for everyday transactions and protect savings from inflation.
Gold is considered sound money, inseparable from freedom, while other forms of currency are viewed as “slave money”, maintaining its value for thousands of years unlike paper currency.
If you had $20,000 in 1970, you could buy a house in Salt Lake City, but the same amount in gold from 1970 could purchase three houses today, demonstrating gold’s value retention.
The book “Pirate Money” by Kevin Freeman has inspired lawmakers nationwide to pass legislation allowing gold and silver as legal tender, emphasizing citizens’ freedom to choose how they save.
The “Liberty and Finance” podcast hosted by Dunagun Kaiser provides a platform for discussing sound money, financial freedom, and offers resources for citizens to protect their financial futures.
Citizens are urged to contact their US representatives and senators to demand a full audit of the Federal Reserve and restoration of the gold standard.
The Texas Gold Bullion Depository, established in 2015, allows citizens to store gold and silver and use a debit card for purchases, providing a fee-free way to protect savings.
Midsize to small companies are adopting Bitcoin treasury strategies to compete against trillion-dollar digital giants, viewing it as their hope for success and opportunity to grow.
Bitcoin offers a collateral advantage as a treasury reserve asset, allowing companies to be well-capitalized and valued partially on assets owned, doubling enterprise value.
The best way for individuals to 100x their money is to keep their job, maximize cash flow, think long-term (year 2045), and buy Bitcoin instead of splurging on luxury items.
Intelligent leverage for individuals involves using long-dated, mid-dated mortgage debt, which is not market-to-market and subsidized by government programs, to invest in Bitcoin.
Bitcoin is described as the highest performing commodity asset, offering characteristics of a great bond, fixed income preferred, convertible instrument, equity instrument, and low-risk investment grade instrument.
Bitcoin is decoupling from everything and emerging as a unique asset with no tariffs, no counterparty risk, and no nexus, making it a safe haven for investors.
Bitcoin’s price isn’t closer to $200k due to a rotation where non-economically interested parties are exiting while new investors are entering through ETFs and Bitcoin treasury companies.
Every crisis recruits a new class of Bitcoin believers, with a delay between the crisis and the Bitcoin rally, as observed over the past 15 years.
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