The global financial game is shifting, and the A-Holes in J-Hole (a.k.a. Jackson Hole) are scrambling. Nations worldwide are ditching U.S. treasuries and snatching gold like it's the last life jacket on a sinking ship. Why? Because gold, the ultimate Tier 1 asset, isn't just a shiny metal—it's the real deal, holding more weight than any paper currency ever could. Meanwhile, the U.S. dollar is buckling under a $35 trillion debt, making it about as attractive as a four-day-old donut.
You'd think the big brains in Washington and the infamous heads of the Central Banks would catch on, but nope, they're busy with their heads in the sand. Countries with economists who aren't drinking the Kool-Aid see the writing on the wall and are bailing on the dollar faster than you can say "hyperinflation."
Let's face it: the U.S. Federal Reserve is in uncharted waters, and the lifeboats are full. Even with all their PhDs and the sycophantic press spinning stories, they can't slap enough lipstick on this pig. The usual tricks—debt monetization, interest rate fiddling—are like trying to put out a volcano with a garden hose. Inflation is brewing as nations drop the U.S. dollar, sending it back to American shores like a tidal wave of worthless paper.
Here at Delta Harbour Assets, we believe this is just the beginning of a multi-year bull market for gold and silver—a wave that the Fed and its cronies won't stop. This time, unlike the fabulous run from 2002-2011, will be far different as folks now treat gold and silver as needed assets, not speculative ones. If you plan to come aboard, we have various options and accounts to help you ride this wave and increase your ownership of these metals before they blow the lid off this market. But is this enough for you to decide to start stacking? Perhaps you need more reasons?
The Global Shift to Gold: A Ticking Time Bomb
NATO's eastward creep over the past few decades, breaking promises made between Reagan's Secretary of State James Baker and Mikhail Gorbachev, has Russia—and the rest of the world—on edge. This geopolitical chess game has more nations eager to ditch the U.S. dollar and move to something more solid—like gold. Luckily for the U.S., their fiat paper remains the "best of the worst bunch." Until another stronger paper fiat comes, gold is the go-to collateral central bankers add to their reserves. The "cover all things" asset the world knows is a tier-one liquid asset.
The U.S. dollar has lived on borrowed time since Nixon unhitched it from the gold standard in 1971. And with their national debt ballooning, that time is running out. The BRICS nations (Brazil, Russia, India, China, and South Africa) are already eyeing a new trading system that ties gold to oil, sidestepping the U.S. dollar entirely. This isn't just a challenge to the dollar's dominance—it's a full-on revolt.
Gold and Silver: The Real Money
More countries are beginning to offload U.S. treasuries like they're holding toxic waste and stockpiling gold instead. Why? Because gold is a Tier 1 asset—solid, dependable, and immune to the kind of economic shenanigans that have turned the U.S. dollar into Monopoly money. As the U.S. dollar devalues, the gold rush will only get hotter. The best part? At this point, even in a 20-year uptick for gold, it is estimated that a mere 3% of globally managed assets have exposure to gold or silver in paper or physical form. What happens to their price when that becomes 5%? Or even 10%. Think about that!
And let's not forget silver. While gold is taking the spotlight, silver quietly becomes the unsung hero of the tech and energy revolutions. Silver is in everything from electronics, aerospace and military tech to AI data centers, bearings, wood preservation, appliances, solar panels, and the next generation of solid-state batteries. Samsung's new silver-based solid-state batteries alone could swallow up a year's silver mining output.
The Transportation Revolution and Silver's Surge
Imagine every car, truck, van, bus, and ship running on silver-based batteries. These batteries charge faster, last longer, and weigh less, making them a no-brainer for transportation. This isn't just speculation—it's a looming reality that could send silver demand through the roof.
These factors are now converging to create a perfect storm for gold and silver. Supply constraints, currency diversification, and the safe-haven appeal of these metals are just the beginning. Technological advancements are opening new demand channels for silver that could push its price to new heights.
Get in Before the Tsunami Hits
No one has a crystal ball, but the signs all point in the same direction: gold and silver are gearing up for a massive breakout. This isn't just another market cycle—it's the start of something much bigger. At Delta Harbour Assets, we're ready to help you prepare for what's coming. We believe the bull market for gold and silver is still in its early stages, and now is the time to act.
Don't get left holding the bag when the volcano blows. Reach out to us at Delta Harbour Assets, and let's ensure you're on the right side of this market revolution. Remember that past performance does not necessarily indicate future performance and that all investing decisions and associated risks should be weighed carefully.
Now you know. What you do with it is always up to you.
Yours to the penny,
Darren V. Long
