Core Viewpoint - A monetary reset is occurring in the U.S., which could lead to significant wealth loss for those unprepared, but also presents opportunities for extraordinary gains, particularly through investments in gold and silver [2][8]. Group 1: Monetary Reset and Dollar Valuation - The U.S. dollar is perceived as overvalued, similar to the situation before the Plaza Accord in 1985, which coordinated efforts to devalue the dollar to improve U.S. export competitiveness [2][3][4]. - The dollar has already depreciated by approximately 10-11% against major currencies this year, which could lead to inflation and reduced purchasing power [5][6]. - The potential monetization of U.S. federal assets, including revaluing gold reserves, could create significant financial implications [7]. Group 2: Investment Opportunities in Gold - Gold is positioned as a central investment during this monetary reset, with expectations of substantial price increases, potentially yielding gains of 500% to 1,000% [9][10]. - Seabridge Gold is highlighted as a key investment opportunity, with its stock expected to rise significantly as gold prices increase, benefiting from its land holdings without the operational costs of mining [12][13]. - The stock has shown a 60% return since May 2024, tracking closely with gold price movements, which have also increased by about 60% during the same period [14]. Group 3: Silver Investment Potential - Silver is recommended as a complementary investment, historically outperforming gold in bull markets, with current pricing indicating it is undervalued relative to gold [22][24]. - First Majestic Silver is identified as a potential investment, with expectations of significant gains as silver prices rise, drawing parallels to past performance during previous market recoveries [26][27]. - The company operates several silver mines in Mexico and the U.S., with a focus on maximizing production and revenue from silver sales [28][29].

Core Insights - The current economic cycle, referred to as the Fourth Turning, is unfolding rapidly, with predictions that half of all entry-level white-collar jobs could disappear within one to five years due to advancements in artificial intelligence [1][3]. - Historical patterns indicate that America undergoes significant transformations every 80-100 years, with past crises leading to new monetary systems and economic structures [2][4]. - The U.S. is facing a fiscal crisis, with substantial unfunded liabilities in Medicare and Social Security, projected to reach $101 trillion combined, raising concerns about the sustainability of current financial promises [7][8]. Economic Indicators - Despite a revised GDP growth rate of 3.8% and low unemployment, public sentiment reflects anxiety and a sense of impending crisis, suggesting a disconnect between economic data and individual experiences [5]. - The rise of alternative assets like Bitcoin and gold indicates a shift in investor behavior as individuals seek to protect their wealth from potential devaluation of the dollar [9][12]. Investment Landscape - The article suggests that traditional investment portfolios may struggle during Fourth Turnings, but opportunities exist for those who can identify resilient assets that are less dependent on government stability [13][14]. - Real assets that generate income, such as real estate and certain technology stocks, are highlighted as potential safe havens during economic turmoil [14][21]. Future Projections - The U.S. may experience a new monetary system where the dollar's dominance is challenged by a basket of currencies and commodities, reflecting a shift in global economic power dynamics [17][20]. - The introduction of wealth taxes and financial repression through stablecoins is anticipated as the government seeks to address fiscal shortfalls, impacting individual savings and investments [19][20].

We're still in the first inning of a global monetary reset.On a long enough horizon, everything apart from hard assets will be destroyed in real terms.Allocate accordingly. ...