Gerardo Del Real,
Editor
Sept. 3, 2025
What a difference a few months make. Silver had unsuccessfully tried to break through the $40 level for months.
Gold has been stuck between the $3,300 and $3,400 level for months as well. Both were viewed as healthy consolidations by our group.
That ship has sailed.
Gold and silver investors are rushing into the metals at a frantic pace, leading to a gold price above $3,600 and a silver price about to top $42.
Total holdings in gold ETFs hit a record 2,905 tonnes in August.
Total holdings in silver ETFs reached a record 25,044 tonnes. Total ETF silver holdings have now risen for seven straight months.
The term ‘perfect storm’ is often used and overused when putting a narrative to an outcome.
In this case there are many to choose from. The simple one is the safe haven status that gold, and by relation, silver, have provided over several thousand years.
A quick look under the hood provides actual data to support that. 30-year bond yields are once again rising in the US.
In the UK, France, Spain, Italy, Germany, Japan, et al, we’re talking highs not seen, in some cases, since 1998.
Gold has put in 26 record closes this year — 26!
Foreign central banks and investors, even ones that have shunned gold for decades, are now using gold as a hedge against currency and rate shocks.
I pride myself on being a simple guy so I ask myself a simple question. If this is the case, which it appears to be, are currency and rate shocks less or more likely over the next several years?
Ray Dalio believes the United States is headed into a debt-induced heart attack that happens within 3 years… max.
So what to do? There’s nothing I can do to stop $37 trillion in debt and growing. Or $9 trillion in short term debt that needs to be refinanced.
What I can do is simple math… and my simple math tells me there will be more dollars chasing gold and silver than there has ever been.
Math also informs that mining equities market cap relative to global stocks market cap is at a historic low.
So record-high gold prices, commodity supercycle, and record-low valuation? Even a simple guy like me can profit off of that.
So I’ve been writing checks and buying stock in the market. I’m taking the most aggressive swings I’ve ever taken knowing some won’t work but confident that the ones that do will outweigh the ones that don’t.
The most recent check is on a deal we’ve vetted for months. It’s a past-producing high-grade gold and high-grade lithium deal in South Dakota on private land that also has tin and tantalum in the mix. Gold, lithium, tin, and critical metals in America on private land? Exactly.
It’s never been drilled below 30 meters. Drills will be turning shortly… as in any day now. The deal will be open until the 10th of this month to members of Private Placement Intel.
I will personally be writing a significant check, as will our group.
To participate as an accredited investor, first become a paid member of Private Placement Intel.
Then, you’ll be granted instant access to all the details on securing the allocation of shares you’d like in this deal… and in those to come.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle