It was the culmination of close to 30 years of an international liberal order coming apart.

The first mistake was when the American public voted into office Bill Clinton, rather than George Bush, the father.

This choice proved the public has pivoted towards something fresh, something new, instead of proven traditional American leadership.

Bush represented the CIA, the U.N. and the Cold War, which the U.S. had won, but he also represented carrying a heavy load, living in fear of atomic weapons and sending troops abroad to stop the spread of communism.

Americans wanted to turn the page and to leap forward to liberal progressive lifestyles; they chose a young Bill Clinton and he opened up America to commerce with Mexico, Canada and China, lowering the entrance cost to sell to America and taking huge gambles with security and defense.

Peace, euphoria and plenty of arrogance led Americans into a speculative tech bubble and finally, to a reminder that globalization is stupid, because the country that pays the biggest price for it is the most successful one, because it lowers its standards to “decline” to the level of others.

9/11 proved this and nation-building fantasies made it worse; the U.S. had lost its willingness to be GREAT and was now engaged in coming up with stupid, unrealistic and costly ideas to re-invent itself.

This made many American mad, but they didn’t know the WORST is ahead of them… 2008.

In 2008, The United States of America faced its greatest identity crisis in over a century; its capitalistic engine had morphed into something else and the world IMPLODED.

China, Russia, Iran, Venezuela, Cuba and many others watched… the whole world was watching what will voters do next… who will they put in the White House to bring America, the real America, BACK?!

Insanely, there was nothing civilizational Americans could do – the voters rushed to vote for empty globalist promises, like peasants begging their lord to give them bread and America saw its first communist scumbag elite since Woodrow Wilson as president and America’s enemies took notice.

China felt strong and continued exporting its revolution. Russia invaded Ukraine, Syria and planned how to strip more powers from Washington, while even the Western Hemisphere was compromised, with pro-Chinese, Pro-Russian, pro-Iranian regimes, within striking range.

Americans have had enough, but the globalist elites had one final trick up their sleeve. Rigging the elections themselves and ushering open borders, a shameful withdrawal from Afghanistan, allowing Russia to open war against Ukraine and allowing the Middle East to catch fire.

This was all due to Putin, Xi, Khamenei, Maduro and others seeing how WEAK AND PATHETIC Biden’s administration was!

During those four nightmarish years, Trump thought about many things, but chief among them was how, during the Covid-19 lockdowns, he had to make calls to Putin and to Xi for help with basic necessities!

Covid-19, a virus, leaked from a lab in Wuhan, partially funded by America’s Deep State, was known to Xi, weeks before the virus spread to U.S. soil, yet Xi did not warn President Trump, a phone call that could have saved hundreds of thousands of people.

The United States of America, once the greatest country on Earth, was not special anymore, in the eyes of the world.

The November 2024 elections marked the end of the decline; The United States of America is back and it is telling the world that its civilizational core message, that of protecting the God-given right of the individual to become the best version of himself, is not apologizing anymore for what it is.

America is telling the world: We have a superior way of creating wealth and abundance and we are back at building it!

We are industrializing and we are NEVER stopping again!

Industry requires materials, natural resources and mining and the U.S. needs COPPER!

The deficits are ungodly!

Copper is American greatness and copper is trading at all-time highs – it’s time to be LONG copper exploration!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

This is rapidly becoming a do-or-die industrial challenge for the Western world.

America wants AI supremacy. It wants gigantic data centers, new electrical grids, semiconductor fabs, autonomous factories, robots, drones, missiles, nuclear plants and a manufacturing renaissance.

There is one problem: Almost everything America wants to build requires copper.

And Washington has finally recognized copper as a national-security issue.

·        President Trump imposed Section 232 tariffs on copper products after determining that excessive import dependence threatened U.S. national security.

In 2026, Washington strengthened the regime further: most covered copper products now face a 50% tariff, while products meeting high U.S.-copper-content thresholds receive preferential treatment.

The message is unmistakable: America must mine, refine and manufacture copper again.

Because the alternative is strategic dependence precisely when the AI arms race is exploding. And the supply mathematics are frightening.

·        S&P Global estimates global copper demand could surge from approximately 28 million tonnes in 2025 to 42 million tonnes by 2040. Without major supply expansion, it projects a staggering 10-million-tonne shortfall—roughly 25% of projected demand.

Why? AI is joining electrification, EVs, renewable generation, defense and grid modernization as another enormous copper consumer.

Data centers could consume as much as 14% of U.S. electricity by 2030, while global data-center capacity could explode from roughly 100 GW in 2022 to 550 GW by 2040.

Nobody articulates the problem more dramatically than Robert Friedland, self-made billionaire and one of his generation’s most accomplished mine-builders. Friedland helped discover and develop world-class mineral systems, including the gigantic Kamoa-Kakula copper complex. When he discusses the difficulty of creating new copper supply, investors should listen because he has actually spent decades finding, financing and building mines.

His warning is astonishing: simply maintaining roughly 3% global growth could require humanity to mine as much copper during the next 18 years as it mined during the previous 10,000 years combined—and that’s before fully accounting for data centers and electrification.

His conclusion is unforgettable: “You people have no idea whatsoever what we’re facing. You’re dreaming.”

Wall Street’s giants are waking up.

Stanley Druckenmiller deserves attention because his multi-decade macro investing record is legendary: he famously managed money for George Soros and later built Duquesne into one of Wall Street’s most celebrated investment operations.

In 2026 he revealed that his family office was maintaining direct copper exposure, arguing that supply should remain extremely tight for years while AI and data centers add incremental demand.

Then there is Jeff Currie, the former longtime head of commodity research at Goldman Sachs and one of Wall Street’s best-known commodity strategists. Currie correctly identified the great commodity supercycle of the 2000s and has spent decades studying how underinvestment creates physical shortages.

Now he argues that the AI data-center boom is expanding into the old economy: power, natural gas and especially metals such as copper.

And Chamath Palihapitiya, billionaire venture capitalist, former Facebook executive and founder of Social Capital, brings the Silicon Valley perspective. He isn’t selling copper mines; he is studying what AI infrastructure physically requires.

His conclusion: America’s AI future runs on electricity, electricity runs on critical minerals, and America does not control enough of them. His research estimates roughly 2.5 million tonnes of copper sit underneath America’s grid, data centers, EVs and electrified infrastructure.

And the market is beginning to scream the same message.

U.S. copper futures just reached an all-time high around $6.71 per pound, while London copper has traded close to its own record above $14,500 per tonne.

Copper is becoming the strategic metal of the AI arms race.

America can print dollars.

It can create software.

It can finance data centers.

But it cannot print copper.

And if the West intends to electrify, reindustrialize, rearm and defeat China in the technological race of the century, then one conclusion becomes unavoidable:

WE NEED MORE COPPER—AND WE NEED IT NOW.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Kevin Warsh spoke on Friday. Gold and silver SOLD OFF big on his remarks.

In fact, gold closed below its 200-DMA, which means I must discuss what’s likely to happen next.

We’re entering two of the most important economic periods in world history right now and it is essential to understand the IMMINENT DANGER.

I have been discussing the September-October market sell-off at length throughout the summer, so to recap my concern:

1. China’s economy is in free fall, which means it isn’t buying Treasuries.

Between Japan’s financial crisis and China’s, the two foreign holders of U.S. debt are in an emergency status, which makes it extremely difficult for Washington to issue bonds at lower interest rates.

What is the problem here?

The main conflict of values between these surging interest rates and Trump’s/Bessent’s worldview is that the United States of America holds the entire global economy on its shoulders, therefore its government ought to borrow at the lowest possible rates.

Soon, this reality (interest rates are at the highest level since 2008) and Trump’s common sense (best and safest economy should pay the least to fund itself) will collide.

1. Russia’s EPIC and DISMAL failure in the battlefield.

Highly surprising and a totally dangerous moment in time, in a war that the world’s media has stopped reporting on or caring about, is happening in Russia, as Ukraine’s air force is inflicting devastating damage to Russia, not just on the FRONT LINES, but at the HOMEFRONT, the soft belly of Putin’s prestige.

Just days ago, director of the CIA, John Ratcliffe, rushed to Moscow to make sure Putin’s top-brass understands that we understand that invading a NATO country in order to create chaos is going to cost him more than he can afford.

I want to stop here, because any sane investor would ask himself right now a very important question: If China is slowing down and if Russia is losing, the two GREAT ADVERSARIES of the United States, what happens next?

The answer is that we don’t know and that’s why I am warning you!

Courtesy: Zerohedge.com/TheMarketEar (Michael Hartnett)

Bank of America’s Chief Investment Officer Michael Harnett’s Bull/Bear Buy/SELL Indicator, is NEVER WRONG.

Right now, it is telling you that with:

1. Markets at all-time highs!

2. Interest rates at 20-year highs!

3. Midterm elections in 60 days!

4. China slowing!

5. Russia losing!

6. Iran on the brink of total defeat!

A LOT CAN HAPPEN!

So, what is my action plan?

1. Stocks: Here is my watch list – (in alphabetical order {A-C today, D-H next})

Arch Capital Group (ACGL) – Up to $100/share. My favorite Insurance company.

Advanced Micro Devices (AMD) – Up to $450/share. Massive chips behemoth.

Amazon (AMZN) – Up to $245/share. Huge beneficiary of logistics automation.

Axon Enterprises (AXON) – Up to $500/share. A taser dominator!

American Express (AXP) – Up to $320/share. One of the ultimate businesses in the world.

Celsius Holdings (CELH) – Up to $35/share. My favorite consumer-facing company.

1. Cash: My cash position is the biggest it has been since 2021!

I believe that after the midterms are behind us, the stock market will begin one of its BEST-EVER years! One more big correction and then I’m LOADING THE BOAT UP!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Principals of Wealth Research Group LLC currently own shares of ACGL, AMD, AMZN, AXON, AXP and CELH and may buy or sell those shares at anytime or may otherwise hold such shares. We have not in the past and will not in the future be compensated for this publication by any of the Issuers, third party shareholders of any of the Issuers, or any other person or entity. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

As the Pax Americana recedes, the international system will revert to a harsh, Darwinian reality.

I can’t shake the feeling that the world is headed to a consolidation of power, or to an era of the dissolvement of dysfunctional nation-states into small independent ethnic areas.

Over the next three decades, as many as 30 to 80 nation-states risk losing functional sovereignty, economic independence, or territorial integrity.

The shift is being accelerated by the democratization of precision strike warfare, autonomous robotics, and low-cost drone swarms that render traditional, legacy security guarantees obsolete.

When multi-million-dollar interceptors are depleted trying to defend against thousands of mass-manufactured autonomous attack drones, small and medium powers can no longer outsource their survival to an overstretched superpower thousands of miles away.

In this emerging landscape, sovereignty will not be preserved by international treaties or paper alliances.

It will belong strictly to nations that establish four non-negotiable pillars:

1. A Willing, Unified Population: Modern conflict has proven that elite equipment is useless without the national will to fight.

States characterized by demographic collapse, internal polarization, and societal apathy will fragment under hybrid warfare long before conventional armies cross their borders.

Here are countries that are DYING: (Any number below 2.1 children per household shows a society that has given up on its future)

Malta ~1.01, Spain ~1.10 – 1.16, Italy ~1.20 – 1.24, Poland ~1.16 – 1.20, Greece ~1.28 – 1.32, Finland ~1.26 – 1.32, Japan ~1.20 – 1.26, Canada ~1.26 – 1.33, Austria ~1.32 – 1.36, Germany ~1.35 – 1.39, Portugal ~1.38 – 1.43, Switzerland ~1.39 – 1.43, Netherlands ~1.43 – 1.47, Sweden ~1.45 – 1.52, Norway ~1.41 – 1.48, United Kingdom ~1.44 – 1.49, Australia~1.50 – 1.58, United States ~1.60 – 1.62, New Zealand~1.56 – 1.62, France ~1.61 – 1.68.

1. Fortified, Absolute Border Integrity: In an era of mass migration, asymmetric infiltration, and proxy incursions, states unable to govern and physically seal their land, air, and maritime frontiers forfeit internal security and self-determination.

2. Sovereign Robotic and Kinetic Edge: Dependence on foreign supply chains for critical munitions during active conflict is a fatal vulnerability. Nations must master localized production of autonomous drones, electronic warfare suites, air-defense networks, and counter-autonomy swarms.

Chinese port shutdowns (like Ningbo-Zhoushan and Yantian) during COVID-19 severely disrupted U.S. supply chains:

• Semiconductors: Stalled auto and electronics manufacturing, creating massive vehicle deficits.

• Active Pharmaceutical Ingredients (APIs): Caused critical prescription drug and antibiotic shortages.

• Medical Supplies: Restricted essential PPE, syringes, and testing materials.

• Industrial Parts: Halted factory assembly lines due to missing intermediate fasteners and electrical components.

Countries that don’t know how to manufacture will not EXIST. The Trump administration is re-industrializing.

4. Energy Independence and Industrial Depth: Without domestic baseload energy, refining capacity, critical mineral access, and the baseline manufacturing capacity to replace destroyed materiel, a nation’s military capability is measured in days, not years.

The geopolitical landscape of the coming decades will divide the world into two categories: self-reliant fortresses capable of defending their own airspace and waters, and protectorates whose borders exist entirely at the mercy of stronger regional predators.

Good luck.

Buy gold.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

The global maritime balance of power has entered dangerous territory. This has me legitimately worried.

The maxed-out hegemon and the mirage of collective defense is the world’s GREATEST BUBBLE.

Truly, how many countries EXIST because of the perceived idea that if they were ever attacked, they’d call Washington D.C. for help?

It’s such a BIG BUBBLE that we can’t even imagine a world, where this isn’t the obvious theme.

Well, President Trump has ended this one-way street and you can see that many countries, which the U.S. and its citizens BELIEVED were loyal to America and OWED it big for saving them from Nazism, Communism, Fascism and Terrorism, are actually not that willing to lift a finger, when D.C. is calling!

Spain did not allow American troops to use its airspace. France and the UK did not deploy any warships, nor did South Korea. The Gulf countries, from Saudi Arabia to the Emirates, all loaded with American equipment, did not know how to use it, when they were attacked by Iran and Canada doesn’t want to lower its tariffs on U.S. goods – truly, the world was LAUGHING at America for decades and squeezing it, sucking it dry.

NO MORE.

But this realization is only part 1, because Washington finds itself maxing its human resources, its abilities to defend itself and the world from diving into a steep recession or worse, a global war.

For the 3rd time in 110 years, America is called upon to save humanity.

The deployment patterns of America’s supercarriers—most visibly the historic 326-day marathon of the USS Gerald R. Ford and the grueling, multi-month deployment of the USS Abraham Lincoln without standard port relief—are not just testaments to naval endurance. They are the physical symptoms of an overstretched empire running its capital assets at redline.

For eight decades, the United States provided a global security umbrella that subsidized the defense, economic growth, and stability of allies across Europe, East Asia, and the Persian Gulf.

Today, that framework is fracturing under the weight of multi-theater strain. From the Taiwan Strait and the South China Sea to the Caribbean, the Red Sea, and the Strait of Hormuz, the American military is being forced to cover every vital maritime choke point simultaneously.

This structural overextension is compounded by a stark geopolitical asymmetry: China and its revisionist partners operate on interior lines, able to coordinate and prolong low-cost regional friction points, while the U.S. must project power across thousands of miles of ocean.

Compounding this crisis is the reality of allied paralysis.

Despite decades of security guarantees, key regional partners across the European continent, the Korean peninsula, and the Gulf monarchies remain structurally unprepared or politically unwilling to project decisive kinetic force without Washington taking the lead.

Decades of peace dividends hollowed out European defense-industrial bases, while Gulf security strategies defaulted entirely to American forward positioning. The expectation that the U.S. Navy will indefinitely absorb missile strikes, police global trade routes, and absorb the human and material toll of global deterrence has hit a mathematical ceiling.

So many presidents, starting with Woodrow Wilson used the American military as mercenaries and the world wasn’t grateful. They’ll learn their lesson now.

The strategic risk is immediate. If the United States signals that its force-generation model is maxed out, adversaries will act on that perceived opening.

A revisionist axis comprising China, Russia, Iran, and opportunistic regional players will not view American exhaustion as a call for diplomacy, but as an operational green light to rewrite borders and control critical waterways. The global umbrella is fraying, and the era of free-riding on American deterrence is over.

Only one U.S. ally is fighting and defending itself and supplying the U.S. with exceptional intelligence, including saving President Trump’s life in Turkey, but because Americans LOVE LISTENING TO COMPLETE LOSERS, they are brainwashed  about America’s BEST AND MOST LOYAL friend.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Personal Note to you: *** I personally FEAR the desperation felt by Xi and Putin – both Russia is losing and China is slowing down hard and these two dictator nutjobs might get desperate and lose their minds. ***

Russia’s Economic Collapse Is Sparking the Next Global Commodity Supercycle – Putin is now, in my view, DONE.

Listen closely, because while mainstream talking heads focus on static territorial lines, the real war is already over. Russia has lost on the battlefield because its underlying economic engine has suffered catastrophic structural exhaustion.

Wars are not won on propaganda—they are won on industrial capacity, sovereign solvency, and logistics. Today, the Russian Federation is an economic dead man walking.

It’s an Economic Death Spiral!

The math is brutal, undeniable, and accelerating by the day:

• Insane $80 Billion+ Deficit: Russia’s federal budget deficit has blown past record territory, devouring emergency funds just to keep the war machine running on fumes.

• National Wealth Fund Drained: Putin has systematically gutted the liquid portion of the National Wealth Fund, burning through over three-quarters of its liquid reserves. The piggy bank is officially empty.

• Oil Sold at Fire-Sale Discounts: With its traditional markets gone, Russian Urals crude is forced onto a shadow market with heavy discounts, shrinking the Kremlin’s tax base while shipping costs explode.

• Public Services and Infrastructure in Freefall: From collapsing municipal heating and neglected civil aviation to regional hospital shortages, basic government services across Russia are deteriorating rapidly as every single ruble is diverted to the front line.

• Complete Financial Isolation: Zero foreign capital, zero global credit lines, double-digit domestic inflation, and an inability to raise broad-based taxes without triggering internal revolts.

Putin is operating as an isolated dictator with zero exit strategy. Meanwhile, domestic territory is no longer safe: long-range Ukrainian drones are striking Moscow and hitting military and industrial hubs with relentless precision.

At sea, Ukraine’s asymmetric drone warfare is actively degrading Russia’s “shadow fleet” tankers, cutting off the illicit cash flows sustaining the regime.

The Domino Effect is A Commodity and Food Shockwave!

Do not make the mistake of thinking this collapse stays contained within Russian borders.

Russia is one of the world’s most critical suppliers of fertilizer, wheat, industrial energy, and base metals. With Russian agricultural yields dropping, logistics paralyzed, export corridors contested, and maritime transport under fire, a massive structural supply shock is hitting global markets.

We are heading directly into:

1. Accelerating Global Food Inflation: Fertilizer deficits and reduced grain exports will send agricultural commodity prices soaring.

2. A Geopolitical Commodities Squeeze: Disruptions across global supply chains will ignite energy and hard asset pricing across the board.

The Direct Play: Load Up on Gold Stocks!

When sovereign debt fractures, currencies devalue, and raw commodity supplies tighten, capital rushes toward one asset class: hard monetary assets and the companies that produce them.

Physical gold is breaking out, but gold mining equities remain the single most asymmetric, high-margin opportunity on the planet.

Gold producers are currently the most profitable sector in the S&P 500, operating with 60%+ cash margins.

They hold zero debt, possess fortress balance sheets, and are poised to distribute record free-cash-flow windfalls.

The collapse of the Russian war economy is triggering the next big inflation wave.

Get out of vulnerable fiat-heavy assets and position in top-tier gold miners today, in my view.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Gold stocks are on fire.

When I pounded the table just a few weeks ago, the GDXU was trading at 80. Right now, it’s trading over 160.

This is 100% in less than a month.

What’s happening?

Interest rates are surging higher, but the Federal Reserve isn’t intervening, because the stock market is trading at an all-time high, oil prices are well below $100 and economic growth (jobs and manufacturing) are strong.

Instead, Scott Bessent at the Treasury department is doubling the buyback of longer-term bonds, by issuing short-term bonds.

Knowing Bessent, this means he believes short-term yields are peaking and revenues for the government are rising, so this is smart.

It also means the U.S. doesn’t have to wait for the Federal Reserve anymore to hike interest rates, therefore silver and gold are surging!

Markets won’t like this… it’s NEW to them, so my thesis on a big correction in September remains intact, BUT gold stocks seem to provide the PERFECT HEDGE.

I explained this for months and I sure hope you were paying attention. I’m EXTREMELY BULLISH!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Long-term interest rates are exploding across the global landscape, touching 19-year highs. The 30-year Treasury yield recently surged past 5.3%—levels unseen since 2007—while 10-year yields hold highs above 4.7%!

The financial headlines are screaming panic: the U.S. government is facing a multi-trillion-dollar debt-service squeeze, mortgage rates are choking housing, and global liquidity is hitting a brick wall.

Don’t FALL for this – like I said, markets will SUFFER a major correction, but after the midterms, the stock market will SOAR to one of its best ever years!

If you look beneath the surface, this bond blowout is the direct result of a structural geopolitical victory for the United States—and Federal Reserve Chair Kevin Warsh has zero intention of hiking rates to kill it.

The Real Driver is China’s Economic Implosion.

The mainstream financial press wants you to believe the bond market is crumbling solely from domestic fiscal deficits.

The ground truth is collapsing Treasury demand is the deliberate economic containment of Beijing. Under aggressive tariff enforcement, reshoring mandates, and strategic trade decoupling, China’s mercantilist export engine has been thrown into reverse!

China is dipping into deep economic deceleration and recessionary stagnation.

With its trade surplus shrinking and internal property crisis consuming liquidity, Beijing can no longer recycle massive surpluses into U.S. government paper.

What little capital reserves the People’s Bank of China (PBOC) deploys is being rotated directly out of dollar-denominated debt and into physical gold bullion to de-dollarize its balance sheet.

China’s absence from U.S. Treasury auctions is a primary reason yields are soaring. But this is a core strategic objective: forcing capital back into American borders while neutralizing Beijing’s manufacturing dominance. This is Bessent’s genius and if you think China’s CCP has anyone smarter or more astute and brilliant than Scott, you’re drinking too much Tucker Carlson Juice.

Traditional central bankers would misinterpret high yields as an overheating crisis requiring aggressive policy rate hikes. Not Kevin Warsh.

Warsh understands that this rate environment reflects capital scarcity caused by geopolitical realignment, not an uncontainable domestic wage-price spiral. With the federal funds rate already restrictive and sovereign interest expenses escalating rapidly, hiking benchmark rates further would unnecessarily crush domestic business investment while providing zero help to foreign Treasury demand.

Warsh is committed to regime change at the Fed: holding the line, refusing to panic-hike, and letting the real economy adapt.

The Big Winner are Gold Stocks as the S&P’s Margin Kings!

This dynamic creates a prime environment for precious metals: a decelerating East dumping paper assets for physical bullion, a Western central bank constrained from tightening, and rising debt-refinancing pressures.

Physical gold is breaking records, but the ultimate asymmetry belongs to gold mining equities:

• Unprecedented Operating Margins: While broader corporate margins contract under higher borrowing costs, gold producers maintain all-in sustaining costs (AISC) around $1,300–$1,400/oz. Selling gold at historic highs gives them profit margins exceeding 60%.
• The S&P 500’s Cash King: Gold producers have emerged as the most profitable sector in the S&P 500 on a free-cash-flow yield and margin expansion basis.
• Fortress Treasuries: Unlike 2008, miners are debt-free, accumulating record cash reserves, and preparing massive share buyback and dividend programs.

The bond market is undergoing a reset, China is stalling out, and the dollar debt apparatus is feeling the squeeze. Position in premier gold equities now before the broader market recognizes the shift.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

Listen up, because the mainstream financial media is feeding you garbage while the smart money is orchestrating the trade of the century.

We are standing at the epicenter of a historic valuation dislocation. While the herd is chasing tech stocks at nosebleed valuations, gold mining equities are trading at their cheapest levels in over 50 years!

Let that sink in. Gold has broken out into uncharted territory, yet the producers of the metal are priced as if we are in a multi-decade depression.

This is the definition of a generational mispricing—and the spring is coiled so tight that when it snaps, the rerating will be violent, parabolic, and unforgiving to anyone left on the sidelines.

Forget over-hyped software tickers burning cash to fake growth. Look at the raw, undeniable math:

·        Expanding Profit Margins: With gold surging and all-in sustaining costs (AISC) locked in between $1,300 and $1,400 an ounce, operating margins across premier producers have widened past 60%.

·        The Most Profitable Sector in the S&P 500: Gold miners are generating wider operating margins and higher free cash flow yields than tech, energy, healthcare, or consumer staples.

·        Fortress Balance Sheets: For the first time in modern mining history, producers didn’t blow their capital on reckless mega-mergers. Instead, they built massive cash piles, paid off long-term debt, and are now sitting on fortress-like treasuries.

These companies have transformed into literal free-cash-flow printing presses.

They have zero solvency risk, record-high operating leverage, and are poised to flood shareholders with massive special dividends and historic share buyback programs.

The Macro Rocket Fuel: Yardeni Calls for $5,000 Gold!

If you think this margin explosion is impressive at today’s prices, look at where legendary Wall Street macro strategist Ed Yardeni of Yardeni Research sees this market heading.

Yardeni—one of the most respected, sober economists on Wall Street—has laid out a clear, aggressive roadmap projecting gold to hit $5,000 per ounce.

At $5,000 gold, producer net profit margins don’t just double; they explode by 300% to 500% due to operational leverage.

Every single dollar increase in the spot price drops directly to the producer’s bottom line. When generalist institutional capital inevitably rotates out of overstretched equities into deep-value miners, the liquidity bottleneck will ignite a historic short squeeze.

Take Action Before the Rotation!

The setup is complete:

1. 50-year valuation discount against the physical metal.

2. Superior profit margins blowing the rest of the S&P 500 out of the water.

3. Massive cash reserves providing ultimate downside protection.

4. A $5,000/oz macro backdrop backed by elite institutional strategists.

This window will not stay open. The gold stock super-cycle is here.

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer

You should have seen it… Or maybe you have… Trump conducted the mining roundtable and one of the participants gifted the president with gold.

Trump nearly drooled over it!

Hosted by the State Department, the United States of America is going back to mining its own minerals and securing its sovereignty and its supply chains and cutting its reliance on China to the bare minimum.

If you think that the dollar can maintain global reserve currency status, when the world’s two major powers are vying for the lead, each with its own way of viewing life, then you’re really living under a rock.

Trump is upping the defense budget to $1.5tn and China is not slowing down either.

India is emerging, Europe is dying and, even though no one in the corrupt media is covering the Russia-Ukraine war, it is now on the scale and brutality of WW2.

Putin is targeting cities and civilians and even though it is 100% accurate that had Bush, Obama and Biden not paint Russia into a corner, Putin would not have considered taking Ukraine by force, it is also 100% true that the world is turning a blind eye to Russia’s insane war crimes, setting Odessa and other cities aflame and ablaze.

This is all to say that globalization is so OVER and any baggage concepts you might still carry from that period are irrelevant.

Wars can erupt in so many different regions and force will be used.

Borders will be redrawn and weak populations that allow immigrants in, will be vanished.

History is back!

Courtesy: Zerohedge.com

The globalist experiment is over and whoever doesn’t own gold and gold stocks will not be properly hedged for the risks involved in the era we have entered.

Hedge funds are indicating that gold is forming a bottom or has already sealed one and I think that it won’t be long, until gold becomes much more mainstream that any other point in the past 100 years, as the idea of holding U.S. dollars, as a form of savings, suddenly seems risky.

• China’s central bank officially added +20 tonnes of gold in July, its largest monthly purchase since October 2023.

• Gold just scored its biggest weekly gain since January.

• Gold is now up more than +10% in over the last month.

• Gold mining stocks jumped 20% in one of their best weeks ever

Courtesy: WhiteHouse.Gov

From a technical analysis perspective, Bollinger Bands are now the tightest since August 2025, right before Gold soared 60% in a 150-day rally!

If that repeats itself, by the end of 2026, gold will hit a new all-time high!

Gold miners have never been more profitable, on earnings per share basis. In fact, it is now the most profitable sector in the entire S&P 500.

How long before hedge funds, now realizing that the United States of America is back in the business of mining, that there are very few operational mines in North America and that mining stocks are super-profitable, send this sector to heights, never seen before?

I am SO BULLISH and high interest rates aren’t stopping this rally!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com

Disclosure/Disclaimer:
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Please read our full disclaimer at WealthResearchGroup.com/disclaimer