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Watch for a no BS, introductory explaination, then read the white paper linked above:
Thank You Dr. Stephen Miran, Scott Bessent, Howard Lutnik (a true mensch), and Thank You President Donald J. Trump for making Gold & Silver great again.
The Bottom Line Up Front: It involves the long term (continual, and ongoing) devaluation of the USD, which will be offset through tariffs,the re-industrialization of the U.S. (massive increase in jobs and real wages), massive cuts to government spending, fraud, waste, and abuse, and the ultimate return to a partial gold and "asset" based monetary system (read Judy Shelton and Dr. Stephen Miran, listen to Howard Lutnik on tariff uses and policies). Next: the mining shares should take off...
Many are approaching new 52 week highs (as is the GDX mining ETF), and will be reporting monster earnings and cash flow increases year over year.
Be smart, buy the solid, well managed companies amongst the majors, be careful and mindful of serial share dilution management teams; and pick emerging producers with 50-200% production increases forecasted over the next 2-3 years (the golden window)... they're out there; and explorers who are cashed up and permitted.
Then, hold tight...
Do a little swing-trading, ever mindful of trading peaks in sentiment in both directions.
This is a structural long term bull market that will see CFPS and Earnings numbers heretofore never seen... AND large dividends reminiscent of the 1970s-80s gold bull where many South African miners were paying 12-15, 17% dividends. (We'll see 7-8% dividends being paid shortly, some large multi-metal miners are already paying dividends at these levels).
That all being said...
Politics still matter.
Pay attention to what they do, not what they say, as we aren't even close to being out of the woods yet.
Keep stackin', hold tight, and don't be afraid to do a little swing trading between the peaks and valleys of RSI/sentiment indicators.
SOTB
PS: Don't forget Copper, as the re-electrification of the world (Electricity 2.0) partially, but not entirely driven by AI data center demand and clean energy will soon turn copper into Red Gold.
The same goes for all industrial metals and minerals, uranium/nuclear plays, as well as coal, oil & gas.
Simply put, this is a historic shift from the West's paper, fiat based system, to the East's commodity, and hard asset system...so invest accordingly and hang on tight, as you're about to build a legacy fortune for your children and grandchildren, or favorite conservative/patriot causes and charities in case they went woke on you.
PPS: Ideally, at some point, you'll exceed practical and safe "physical in hand" holdings and will need to consider "vaulting." Start researching and doing due diligence on that now, as the need may be driven from a singular "event," and that's not when you want to start doing your homework and planning.
Income producing rental properties, a small duplex, even a remodel to an income producing garage apartment are solid income-based, hard asset diversification plays if the housing market cools, and rates and prices come down... again, start planning, looking, watch the market now.
Stay low profile, ride heavy, stay diversified, keep working to improve your position....
