They'll see

They’ll see:

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They’ll see.

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They’ll understand.

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Eventually, they’ll get it.

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They’ll see what you’ve known for years.

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What you bet on.

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What you’ve put your name behind.

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They don’t believe you now.

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You’ve been wrong.

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Your predictions haven’t come true.

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Even if your thesis is right, reality hasn’t caught up.

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Yet.

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Eventually, it will.

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But it hasn’t right now.

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So they doubt you.

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They tell you you’re wrong.

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‘What happened to Gamestop?’

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‘Why hasn’t it gone up as much as you said?’

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It hasn’t.

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But it will.

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I know what I bought.

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I did my research.

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I know what I put my word and money behind.

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They are being led by a great entrepreneur.

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Potentially the next Warren Buffett.

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Ryan Cohen.

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Even Michael Burry agrees.

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And has said it multiple times.

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He’s met Ryan Cohen and thinks he could be the next Buffett.

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So much so, he’s now invested behind Gamestop.

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Put his money where his mouth is.

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This is a guy who predicted the 2008 financial crisis.

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He doesn’t just buy anything.

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Has he been wrong a bunch?

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Absolutely.

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Any great investor is.

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Any great person is.

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You will not hit on everything you do.

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But when he’s right, he’s right in a big way.

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That’s what Gamestop will be.

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It will also be the same for gold and silver.

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I’ve been talking about it for years.

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Writing about it for years.

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People didn’t believe me.

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Thought I was a kook.

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A conspiracy theorist.

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I’m not so much of a conspiracy theorist now.

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As of today, Jan 27th, gold is at almost $5250 US an ounce.

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Silver is at almost $115.

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I started writing about it when gold was at $1800.

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And silver was below $30.

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They have gone up a TON in the last few years.

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And it will only keep going.

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A lot of people think this is the peak.

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It will fall eventually.

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It has to right?

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Recent history has told them it will.

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Only what if it won’t?

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What if we’re in a new regime?

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A new monetary order.

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One that hasn’t existed for 100 years.

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Then all bets are off.

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Had a convo today with my dad.

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Been telling him about gold and silver for years.

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He hasn’t listened.

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Doesn’t believe in it.

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Hasn’t done the homework.

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Think it’s like any other asset.

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Now he’s paying attention.

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He’s looking at it.

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Does he still think it’s overvalued?

Absolutely.

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He thinks I’m crazy.

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Brought it up today.

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His counter point was,

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‘What about Gamestop?’

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‘What happened to that?’

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Mate, this is so different.

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Gold and silver are not Gamestop.

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Could they provide exceptional returns like Gamestop will?

Absolutely.

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But their stories are fundamentally different.

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Gold and silver have a 5000-year history of being money.

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Every civilization around the world has used gold and silver.

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Gold for its properties.

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Silver for its industrial uses.

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Especially today.

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Silver is used in solar panels.

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EVs.

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And semiconductors.

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All industries of the future.

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The future we’re going into NEEDS silver.

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Gold not so much.

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But gold has a history.

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Especially with central banks.

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Gold is now the largest reserve asset in the world.

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Ahead of the US dollar.

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The largest reserve of most central banks going back to 1944 when the US dollar became the world’s reserve currency.

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It’s not the reserve currency anymore.

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Thanks to the reckless spending of the US government over the last few decades, but especially since COVID, the world no longer trusts it.

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Central banks around the world have been dumping US treasuries.

Especially since 2022 when the US unilaterally took Russia out of the SWIFT system.

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They made a neutral reserve currency political.

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Since then, countries around the world have bought gold instead of dollars.

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No wonder the price keeps going up.

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And it’s still running.

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When you have a reasonably fixed supply of a metal that has been used for thousands of years and has industrial uses with increasing demand from central banks and companies who are creating the components of the future, you have an imbalance.

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Increasing demand.

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Fixed supply.

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Basic economics tells you - price goes up.

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That’s what’s been happening.

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And will continue to happen.

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But the real gains are to be made in the miners.

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The gold and silver miners.

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You will see companies in the next year produce cash flows that seem mind-boggling.

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Disgusting.

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Billions of dollars of free cash.

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They have fixed costs.

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And the good their selling has gone up almost double in value.

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If you are a silver miner projecting your selling price of silver to be $30 or $50, and now it’s $115, you make A LOT more money.

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Same with the gold miners.

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The average price of gold that was sold in Q3 was $3400 US per ounce.

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The price of gold has up almost $2000.

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Again, if your costs are fixed and the price of an ounce of metal has gone up that much, you make A LOT more money.

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It’s simple math.

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Eventually the market will realize.

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When you need to earn return and you are seeing companies who are producing their market cap in one year of cash, you get a massive re-rate.

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Some of these companies are going to go up 10 to 20 to 50 to 100x.

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100x in the next few years.

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This has happened before.

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In the 2000s.

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In the 70s.

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When the broader market stayed neutral or went down and you had a commodity supercycle, like the one we’re going into now, some of the miners made extraordinary gains.

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Literally generational money.

We’re in the same setup today.

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I’m trying to tell people about this.

I want them to see what I see.

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This world I’m talking about is coming.

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I would argue it’s here.

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Reality just hasn’t caught up yet.

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But it will.

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And when it does, I’ll be the last one laughing.

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People have doubted me my whole life.

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Told me I’m crazy.

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That my ideas are nuts.

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That I don’t know what I’m talking about.

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Watch.

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Every step of the way, I’ve proven them wrong.

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Why?

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Because they don’t get it.

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They don’t understand the work I’ve put in.

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Spending hours and hours every day for almost a decade just learning.

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Reading.

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Writing.

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Thinking.

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Strategizing.

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Understanding how the world works.

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How many people do you know who have read 350 books, written 2600 days in a journal, 2 books and has published 1250 blog posts since 2018?

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I’ll tell you.

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Zero.

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That’s me.

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That’s my track record.

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That’s my work.

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That’s my effort.

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That’s why I know.

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We are at the beginning stages of one of the craziest time periods in world history.

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This period will be written about 100 years from now.

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While the world goes to shit and the US-led world order breaks down, there are opportunities out there to do INSANELY well.

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Gold and silver miners.

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The opportunity is there.

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Will you take advantage?

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Or watch on the sideline like most people I’ve told?

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People don’t believe me when I say these things.

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All good.

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You’ll see.

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