The NASDAQ. GOLD. SILVER. CRYPTO. TECHNOLOGY STOCKS. The liquidation is spreading across asset classes, and the damage beneath the surface of Wall Street is staggering!

According to the market figures we’re tracking, more than 60% of S&P 500 components have fallen at least 20% from their record highs! Four of the Magnificent Seven have entered bear-market territory, while the group has collectively surrendered approximately $4 TRILLION in market capitalization from its peaks!

THIS IS A BEAR MARKET — AND WE BELIEVE IT IS CREATING THE MOTHER LODE OF INVESTMENT OPPORTUNITIES!

But there is one enormous condition: IRAN.

The world has arrived at a historic fork in the road, and the consequences extend far beyond the stock market.

This is no longer simply about inflation, interest rates, corporate earnings, or whether the Federal Reserve cuts another 25 basis points.

This is about whether the United States of America can preserve the international order it has defended for generations.

THE QUESTION IS SIMPLE: WILL AMERICA PREVAIL, OR WILL ITS ADVERSARIES CONCLUDE THAT THE AMERICAN CENTURY IS OVER?

The Iranian regime represents one of the most consequential tests of American deterrence. Its regional networks, military capabilities, and confrontation with Washington and its allies have made it a central challenge to Middle Eastern security.

If the United States cannot contain that threat, the implications could reach far beyond Tehran.

Moscow will be watching. Beijing will be watching. Every government calculating whether American security guarantees remain credible will be watching.

A perceived failure of American resolve could embolden authoritarian powers, increase pressure on vulnerable democracies, and accelerate the fragmentation of the U.S.-led international system.

THAT IS THE REAL RISK: NOT ANOTHER 10% CORRECTION, BUT A WORLD IN WHICH AGGRESSION BECOMES CHEAPER AND FREEDOM BECOMES HARDER TO DEFEND!

And that is precisely why we believe the eventual investment opportunity could be historic.

As we outlined on October 15, our preferred long-term opportunity is increasingly concentrated in DOMESTIC AMERICAN BUSINESSES — companies positioned to benefit from reindustrialization, infrastructure investment, domestic manufacturing, financial innovation, and renewed capital formation.

Imagine what happens if geopolitical tensions recede, confidence returns, and capital begins rotating aggressively into fundamentally strong American companies whose share prices have been demolished!

THE REPRICING COULD BE EXTRAORDINARY!

But we are distinguishing between the opportunity and the timing.

Our thesis is that the most powerful, durable recovery would follow a decisive resolution of the Iranian crisis, ideally one that ends the regime’s destabilizing activities without unleashing a wider regional war.

We are not assuming that outcome is guaranteed, or that military force alone can deliver it.

OUR CONVICTION IS IN AMERICA’S LONG-TERM CAPACITY TO INNOVATE, REBUILD, COMPETE, AND PREVAIL!

Markets are pricing uncertainty. We are looking beyond it.

THE MOTHER LODE IS TAKING SHAPE. THE QUESTION IS WHEN TO DEPLOY CAPITAL — NOT WHETHER AMERICA’S BEST BUSINESSES HAVE A FUTURE!

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 real damage is not inflation. It is the uncertainty.

Kevin Warsh and the FOMC left rates unchanged at 3.75–4%. Inflation is elevated. Core is sticky.

Inflationary expectations are not the monster the Fed is pretending they are. They are not 2021–2022. They are not the Biden era, when prices were ripping at 7–9% and the Fed was still printing while telling everyone it was “transitory.”

That was a credibility collapse. This is residual heat after a massive fiscal and energy shock. Pretending the two are the same is how you get policy paralysis.

Here is the clean choice the Fed refuses to make.

If the mandate is to drive the number back to 2% with deliberate force, they should have hiked. Full stop. You do not “wait for more data” when the data already show you are still above target after years of missing it.

You raise, you own it, and you give the economy a clear terminal rate. Warsh has said the 2% target is firm. Fine. Then act like it.

If, instead, the idea is that market forces, tighter credit, and a cooling labor market will finish the job on their own, then there is no rush. Hold, let real rates do the work, and stop the theater.

That is a coherent position. It is not what they are doing.

What they are doing is worse than either path. They have raised enough that further hikes are no longer obvious, yet they refuse to say the current level is sufficient.

During Biden it was obvious the Fed was behind. Now it is less obvious, and that is exactly why the silence hurts.

We have already done the heavy lifting of the hiking cycle. The remaining gap to 2% is small relative to the last cycle. Pretending we still need to keep the door open to more hikes, without defining when that door closes, is how you turn a manageable inflation overshoot into a broader growth drag.

The bond market has been trying to tell them this. Real yields are not loose. Financial conditions have tightened. Energy is the dominant driver of the latest prints, not a wage-price spiral. Expectations have not unanchored. The economy does not need a lecture about vigilance. It needs a terminal rate.

Warsh has the credibility of a hawk. He has not yet used it to close the chapter. Until he does, the economy pays the price for not knowing when he will say the job is done. We have raised enough. The Fed just needs to admit it.

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 S&P 500 is trading near record territory, yet beneath the surface, something extraordinary has happened.

According to figures highlighted by The Kobeissi Letter, 84% of S&P 500 companies are trading at least 10% below their individual all-time highs. Nearly 59% are down 20% or more, 41% have fallen over 30%, and 17% have lost more than HALF their value!

Meanwhile, just ten companies accounted for approximately 70% of the index’s advance from its March 30 low.

TEN COMPANIES!

This is what analysts call a stealth bear market: enormous damage across individual stocks, concealed by the strength of a handful of mega-cap giants.

But I see something potentially much more exciting.

I CALL IT CONCENTRATION BEFORE THE BIG WIDENING!

And I believe 2027 could become the year Wall Street finally discovers the rest of corporate America.

THE $22 TRILLION AMERICAN RENAISSANCE

President Trump’s economic strategy is centered on something America has neglected for decades: PRODUCING THINGS AT HOME!

The administration has promoted investment commitments and proposals exceeding $20 trillion, encompassing foreign capital, domestic corporate spending, manufacturing, energy, and technology.

Factories need workers. Workers need houses. Communities need infrastructure. Families need mortgages, furniture, vehicles, and financial services.

RE-INDUSTRIALIZATION DOESN’T END AT THE FACTORY GATE. IT SPREADS THROUGH THE ENTIRE DOMESTIC ECONOMY!

For years, investors have concentrated on artificial intelligence, semiconductors, and technology infrastructure.

But the next wave of prosperity could spread toward the companies serving American households. And that is precisely where today’s stock-market concentration creates an opportunity.

There is one major obstacle: borrowing costs.

Elevated mortgage rates have paralyzed housing transactions, discouraged refinancing, and punished businesses dependent on residential activity.

But what happens if geopolitical tensions ease, energy prices retreat, inflation moderates, and the Federal Reserve can finally lower rates?

HOUSING COULD COME ROARING BACK!

Lower financing costs could revive transactions, construction, renovation, and consumer spending.

Meanwhile, factories funded by new investment commitments could stimulate employment and household formation.

TWO ENORMOUS ECONOMIC ENGINES — RE-INDUSTRIALIZATION AND MONETARY EASING — COULD BEGIN FIRING SIMULTANEOUSLY!

And two companies stand out.

1. RH: THE HOUSING BOOM CANDIDATE

RH (NYSE: RH), led by Gary Friedman, has transformed itself from a traditional furniture retailer into an international luxury lifestyle and design business.

When Americans aren’t buying homes, they’re less inclined to furnish them, renovate them, or invest in expensive interiors.

That has created serious headwinds.

Yet RH has continued investing in galleries, international expansion, and its luxury platform.

IMAGINE HOUSING DEMAND RECOVERING JUST AS RH’S INVESTMENT REQUIREMENTS DECLINE!

That combination could improve revenue growth, operating leverage, and cash generation.

RH IS MY WAY OF TARGETING A POTENTIAL HOUSING RENAISSANCE!

1. SOFI: THE FINANCIAL ENGINE OF AMERICA’S NEXT BOOM

SOFI (NASDAQ: SOFI) offers a different opportunity.

Under Anthony Noto, SoFi has built a digital financial ecosystem encompassing banking, lending, investing, savings, and financial technology.

And it is already growing rapidly.

NOW IMAGINE THAT GROWTH COMBINED WITH AN IMPROVING ECONOMY!

Lower borrowing costs could stimulate lending and refinancing. Stronger employment could support credit quality. Rising household confidence could encourage saving, investing, and borrowing.

SoFi could benefit from deepening relationships with millions of existing customers.

SOFI COULD BECOME ONE OF THE FINANCIAL BENEFICIARIES OF A BROADER AMERICAN EXPANSION!

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 RH and SOFI 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

From $121 per ounce to approximately $54, the metal has suffered a staggering 55% collapse.

Nearly $67 per ounce has evaporated, leaving investors wondering how an asset with such powerful monetary and industrial fundamentals could experience such extraordinary destruction.

I BELIEVE THE ANSWER IS GEOPOLITICAL — AND THE IMPLICATIONS ARE ENORMOUS!

Since February, the world has been confronting a threat far greater than inflation, stock-market volatility, or the price of precious metals: the possibility of a nuclear-armed Iranian regime capable of holding the Middle East, Europe, and eventually the United States hostage.

For decades, Tehran’s leadership has combined revolutionary ideology, regional military networks, ballistic-missile development, and nuclear ambitions into a strategy of confrontation with the West.

The danger is not simply that Iran might acquire nuclear weapons. It is that nuclear capabilities could dramatically increase the regime’s ability to threaten its neighbors, shield its regional proxies, and extract concessions from the international community.

DONALD TRUMP FACED A CHOICE THAT NO PRESIDENT SHOULD EVER HAVE TO MAKE!

Allow the threat to grow, potentially leaving future generations exposed to nuclear coercion, or confront it now, accepting the enormous economic, military, and political consequences.

In my assessment, Trump chose confrontation because he believes the cost of allowing Iran to become a nuclear power would ultimately dwarf the cost of preventing it.

What happens when an adversarial regime acquires the ability to threaten catastrophic destruction?

THE PRICE OF CONFRONTING THAT POSSIBILITY IS NOT ZERO.

It is paid through military expenditures, disrupted shipping routes, energy-market uncertainty, higher insurance costs, strained government budgets, and inflationary pressures that spread throughout the global economy.

And that brings us directly back to silver.

Silver’s collapse illustrates how inflation can punish the very assets investors purchase to protect themselves against it.

Higher oil prices raise transportation, manufacturing, and agricultural costs. Persistent inflation pressures central banks to maintain restrictive monetary policies. Higher bond yields increase the opportunity cost of holding precious metals, while a stronger dollar creates additional selling pressure.

Meanwhile, silver faces a second problem: its industrial identity.

Unlike gold, silver depends heavily on manufacturing, electronics, solar energy, and technological infrastructure. If expensive energy and restrictive monetary policy threaten economic growth, industrial demand expectations can deteriorate precisely when monetary investors are liquidating positions.

THAT IS HOW A MONETARY METAL CAN COLLAPSE DURING AN INFLATIONARY CRISIS!

My thesis is that the geopolitical conflict has created an extraordinary temporary distortion.

The longer military confrontation continues, the greater the possibility of persistent energy inflation, elevated interest rates, and additional liquidation across financial markets.

This does not mean silver’s underlying fundamentals have disappeared. Quite the opposite.

Electrification, artificial intelligence, industrial infrastructure, and constrained mine supply could eventually support another powerful bull market.

But I am increasingly convinced that geopolitical stabilization may be necessary before those fundamentals regain control of the price.

WHICH BRINGS ME TO MY INVESTMENT STRATEGY.

I am not interested in catching every falling knife. I am not interested in guessing whether silver bottoms at $54, $48, or considerably lower.

I WANT CASH. LOTS OF IT!

My strategy is to build a massive cash position while the geopolitical confrontation continues, preserving purchasing power and maintaining the flexibility to exploit extraordinary opportunities.

I am watching for a decisive reduction in Iran’s capacity to threaten its neighbors, a credible resolution of the nuclear confrontation, stabilization in energy markets, and evidence that inflationary pressures are finally receding.

The collapse of Iran’s current ruling system is THE ONLY possible outcome, but neither its timing nor the consequences for regional stability can be assumed.

FIRST, SURVIVE THE STORM. THEN, DEPLOY CAPITAL AGGRESSIVELY WHEN THE PEOPLE ARE FREED FROM THESE DERANGED LUNATICS!

When the victory eventually produces a more secure Middle East, lower energy-risk premiums, declining inflation expectations, and a more favorable monetary environment, silver will once again attract enormous investment interest.

Silver has been brought to its knees.

But I do not believe its long-term investment story is finished.

I BELIEVE THE NEXT GREAT OPPORTUNITY MAY BELONG TO THOSE WHO HAVE THE PATIENCE — AND THE CASH — TO WAIT FOR IT!

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

History does not always move gradually.

Sometimes, decades of geopolitical tension, economic experimentation, military confrontation, and political division converge into a handful of extraordinary weeks.

WE ARE ENTERING ONE OF THOSE MOMENTS RIGHT NOW!

Between Israel’s elections, the Federal Reserve’s next interest-rate decision, America’s midterm elections, the APEC summit, and the continuing diplomacy among the G7 powers, the world is approaching a series of decisions that could redefine the balance of power for years.

But the biggest development of all is taking place in the negotiations surrounding Russia and Ukraine.

THE POSSIBILITY OF ENDING EUROPE’S MOST DESTRUCTIVE WAR IN GENERATIONS IS FINALLY BACK ON THE TABLE!

After years of bloodshed, sanctions, economic disruption, and military escalation, Washington is attempting to move the conflict toward a negotiated settlement.

On October 21, Vladimir Putin agreed in principle to resume trilateral negotiations involving Russia, Ukraine, and the United States after November 10. American envoy Steve Witkoff’s meetings with Ukrainian and European officials, followed by discussions in Russia, have reopened a diplomatic channel that could eventually address territorial disputes, security guarantees, and Europe’s postwar architecture.

This is not yet peace. The parties remain deeply divided, and the fighting continues. But the strategic significance is enormous.

A credible settlement could transform European defense priorities, energy markets, agricultural trade, reconstruction investment, and relations between Washington and Moscow.

Imagine what happens if the world’s largest military confrontation between Russia and the West begins transitioning from escalation toward economic reconstruction!

Capital that has been directed toward destruction could gradually flow toward infrastructure, energy, transportation, and industrial development.

And there is an even larger geopolitical question: Could a settlement weaken Russia’s dependence on China, fundamentally altering the strategic triangle between Washington, Moscow, and Beijing?

That possibility alone deserves the attention of every serious investor.

1. Meanwhile, Israel heads to the polls on October 27. The election will help determine the country’s security doctrine, regional diplomacy, and political direction following years of extraordinary conflict.

2. The Federal Reserve meets October 27–28, confronting questions about inflation, financial stability, interest rates, and the sustainability of America’s increasingly debt-dependent economy.

You know my opinion: Warsh should RAISE RATES, to bring the end to this inflationary era.

1. Then come the November 3 American midterms.

THESE ARE NOT ORDINARY MIDTERM ELECTIONS!

The results could determine whether President Trump’s economic and foreign-policy agenda retains legislative momentum or faces substantial congressional resistance.

Tariffs, industrial reshoring, taxation, energy production, defense spending, and America’s relationship with China are all exposed to the political consequences.

For investors, this is about much more than which party controls Congress.

It is about the direction of American capital formation.

The next G20 Leaders’ Summit, scheduled for December 14–15, 2026, at Trump National Doral in Miami, could become a defining geopolitical event. Hosted by President Trump, the gathering will address global economic stability, trade, energy, and international security, potentially creating opportunities for Russia–Ukraine diplomacy and a broader realignment of global powers.

And on November 18–19, China’s Shenzhen hosts APEC, bringing the world’s most consequential Pacific economies into the same diplomatic arena.

The potential implications are staggering: trade agreements, semiconductor restrictions, critical minerals, supply chains, and the future of American-Chinese economic competition.

HERE IS THE BIG PICTURE:

We may be witnessing the early stages of a global strategic realignment.

Wars could give way to negotiations. Trade relationships could be renegotiated. Political mandates could be strengthened or weakened. Financial markets could begin pricing an entirely different economic future.

THE NEXT FEW WEEKS ARE NOT JUST ABOUT ELECTIONS, CENTRAL BANKS, AND DIPLOMATIC SUMMITS.

THEY ARE ABOUT WHO WILL SHAPE THE NEXT WORLD ORDER!

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 bond market just delivered the message the Fed has been too timid to say out loud.

CoreWeave bonds sank into distress. Hedge funds dumped the AI exposure they piled on all year. The Nasdaq had its worst week since Liberation Day. Real yields sit a whisker from 3% — the level that has a habit of ending bubbles!

And yet October hike odds collapsed to 14% the moment Kevin Warsh declined to telegraph action. The reason is that markets are accustomed to weak, pathetic and cowardly globalists, not to Bessent, Warsh and Trump.

Markets think Warsh is a slave to election cycles. That is not independence. That is the opposite.

The most bullish thing the Fed can do right now is hike. Not because the economy is overheating in the old 1970s sense, but because 66 consecutive months of CPI above the 2% target have destroyed credibility!

AI financing has become a debt bubble on top of an equity bubble. Hyperscaler free cash flow is projected to go deeply negative while capex races past $800 billion this year and $1 trillion next!

Someone has to lend the difference. When the lenders start demanding 1,100 basis points on CoreWeave paper and Oracle CDS goes parabolic, the market is telling you the cost of capital has finally arrived.

A hike days before the midterms is not a political act. It is the refusal to treat the calendar as more important than the price of money.

What is right to do today is right to do any day.

If the Fed waits until after November 3 so that no one can claim interference, it will have confirmed the exact suspicion already priced into long-end yields and credit spreads: that the institution still calculates political risk before it calculates inflation risk.

Markets do not need another pause that looks like accommodation. They need proof that the new leadership will not shrink from the decision that restores the risk-free rate as a real benchmark.

A credible hike that pulls terminal rates back from clearly restrictive territory does not tighten conditions for long. It ends the “higher for longer” uncertainty that is already cracking the weakest AI borrowers and forcing real yields toward the danger zone.

Once the market believes the Fed will not let inflation expectations drift, the long end can ease without the Fed having to cut.

Credit spreads on the investment-grade hyperscalers stop blowing out. The private-equity and BDC ETFs that have round-tripped their gains stop looking like early-warning signals.

Positioning that is still extremely long risk can breathe instead of having to de-risk in a panic.

The alternative is already visible.

A Fed that flinches before the midterms simply tells investors that the political calendar still overrides the data. That is how you get the next leg of the AI financing problem, not the resolution of it.

Warsh does not need to deliver a surprise 50 basis point move. He needs to show that the institution will move when the numbers and the credit market say it should, not when the political consultants say it is safe.

Accountability at the Fed is the precondition for easier credit later. Independence is not a slogan; it is the willingness to raise rates on the day the market least expects it because that is the day the signal is cleanest.

The FOMC meeting on October 28 will test whether the Federal Reserve still understands the same principle.

One decision does not decide the election. But it decides whether markets continue to price political caution or begin to price a central bank that can again be trusted with the price of money.

Paul Tudor Jones believes 2027 will be rough, because he has never invested in a time of a mythic president… he’ll have to learn his lesson the good old-fashioned way…

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 midterms are no longer just another election.

For the first time in more than 125 years—since the first reformist president, Theodore Roosevelt, forced Americans to DEVIATE FROM THE CONSTITUTION—the country is being handed a direct taste of what it actually means to be American.

Tariffs. Secured borders. Lower crime. Common sense. Industry.

These are not slogans. They are the raw materials of a functioning republic.

For decades the political class sold a different product: an open-ended liberal paradise where obligations were optional, duties were outsourced, and the bill never came due.

That experiment is over.

Americans are discovering, in real time, that their country is not a cost-free entertainment venue.

It is the leader of the free world—the New World that the Founders built—and leadership carries non-negotiable responsibilities.

Yet the will to carry them is fracturing.

Some voters have forgotten who their actual allies are.

Others have lost the appetite to defend those allies when the cost appears.

Worse still, a significant portion of the country has decided it cannot trust the Trump administration no matter what it delivers.

They cannot process that the same president who restored border control, re-industrialized key sectors, and forced the rest of the world to pay for its own security has made some of the greatest strategic decisions of any American president in the modern era.

The refusal is not analytical. It is emotional. And emotion is now the decisive variable.

The reason Americans are increasingly reluctant to shoulder these responsibilities is simple: WHERE IS THE RETURN ON INVESTMENT? Why should American taxpayers finance global security, defend allies, and police international trade routes while other nations reap the economic rewards?

Americans are tired of paying the bills without collecting the dividends! Trump understands what Washington’s political establishment forgot: TO THE VICTOR BELONG THE SPOILS!

If America provides the military muscle, financial resources, and geopolitical protection that sustain the free world, America must receive tangible economic benefits in return.

NO MORE BLANK CHECKS. NO MORE FREE RIDES. AMERICAN POWER MUST PAY AMERICAN DIVIDENDS!

That is why these midterms function as the ultimate barometer. The question is no longer partisan. It is civilizational.

Will the voter choose responsibility and the real Americanism the Founders envisioned—the version that builds industry, controls its borders, reduces crime, applies common sense, and accepts that a superpower cannot shrink from its role—or will the voter choose a post-American world in which the free world can no longer depend on the American people to mandate that their government uphold the basic conditions of order and prosperity?

Markets are watching the same question. Silver is holding on for dear life because the answer will determine whether the current re-pricing of reality continues or gets interrupted.

If Trump’s agenda is confirmed at the ballot box and the administration sweeps the midterms, the signal is unambiguous: America chose greatness. Not nostalgia. Not isolation. Greatness—the deliberate return of industrial capacity, fiscal realism, and strategic clarity.

Markets will price that choice immediately. They will price the continued return of common sense. And common sense, in a world drowning in debt and currency debasement, includes the re-monetization of precious metals.

Silver does not need a new narrative. It needs the political confirmation that the industrial and monetary reset now underway will not be reversed.

The metal already sits at the intersection of two forces that are no longer theoretical: exploding industrial demand from the re-industrialization of the United States and the rest of the West, and the slow but accelerating recognition that fiat currencies cannot indefinitely paper over structural deficits.

When voters ratify the policies that accelerate both forces, the bid for physical metal intensifies. The supply deficit becomes harder to ignore. The monetary premium reappears.

A different result produces the opposite. A post-American outcome would tell markets that the free world can no longer count on American voters to sustain the conditions required for continued re-industrialization and monetary discipline.

Silver would still have its industrial case, but the monetary and strategic premium would be deferred. The metal would continue to hold, but it would hold under pressure rather than under acceleration.

The choice is binary and it is near. Americans are not being asked to return to 1901.

They are being asked whether they still recognize what the Founders designed: a republic that produces, protects its borders, maintains order, and accepts leadership because the alternative is disorder imposed by others (LOOK AT EUROPE!).

Silver is not waiting for a perfect consensus. It is waiting for a clear majority that refuses to shrink.

The midterms will deliver that clarity. Everything else—price targets, ratios, industrial offtake—follows from the answer.

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 $8 TRILLION THAT REFUSES TO MOVE!

Here are three insane stats that explain everything about this market right now.

1. Money market accounts sit near $8 trillion — a record high — earning roughly 4.2%.

That is not pocket change. That is an ocean of cash parked on the sidelines, collecting a yield that looks attractive only because everything else feels uncertain.

1. Second, this money is frozen. It is not buying homes. It is not buying equities in any meaningful size.

Households and institutions are choosing the safety of cash over participation in the real economy.

1. Third, Baby Boomers now control roughly three-quarters of the wealth. They hold the majority of the stocks, the majority of the real estate equity, and the majority of the decision-making power over capital allocation.

These three facts are the biggest reasons we must have a SMART Federal Reserve.

Powell spent years telling us rates were restrictive. Warsh looks at the same economy and says financial conditions are not restrictive — in other words, they are still easy.

What a change.

The market spent years pricing a soft landing and eventual cuts. Now the conversation has flipped. The data, the cash pile, and the behavior of the wealthiest generation all point in one direction: policy is not tight enough to force that frozen money back into productive use.

Therefore, I believe we are about to see another rate hike. And that hike will be bullish.

Not because higher rates are magically good for stocks in isolation. They are not.

It will be bullish because it is the right thing to do. A smart Fed recognizes that $8 trillion earning 4.2% while homes and equities sit under-owned is not equilibrium.

It is a distortion. Raising rates signals that the Fed will not keep underwriting a world where cash is the only asset class that feels safe.

When the market digests that the Fed is serious about its mandate instead of managing a soft political landing, risk assets can reprice higher.

That is the definition of a risk-on event driven by credibility, not by liquidity.

The problem is that Baby Boomers will not come back to the market that fast. They will not suddenly start buying homes at scale. Their wealth is already locked in. Their risk tolerance is lower. Their time horizon is shorter. Waiting for them to unfreeze is a strategy for stagnation.

That is why the United States needs the $21 trillion in foreign commitments to create a new era — a genuine wealth-generation period.

Foreign capital is not sentimental. It does not wait for domestic psychology to improve. It follows opportunity, policy clarity, and growth.

Combined with the Trump Accounts, which put real capital directly into the hands of ordinary Americans, we have the ingredients for something the country has not seen in a generation: a broader base of ownership.

Right now, the U.S. population is probably at its most extreme wealth disparity in history. That is not sustainable, and it is not necessary.

From here we can go back to a much more proud and equal-opportunity society.

Especially if $5,000 makes it into your pocket through policy that actually reaches households, and especially if the Republicans sweep the midterms and lock in a pro-growth, pro-ownership agenda.

We need a rate hike in late October. We believe that will be a risk-on event because it is the right thing to do. The cash is there. The foreign capital is lined up. The policy tools exist.

All that remains is a Federal Reserve willing to stop treating frozen money as a permanent feature of the economy and start treating it as the temporary distortion it is.

The next move belongs to the Fed. Make it smart.

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

Something extraordinary is happening in America, and I believe most investors, economists, and geopolitical analysts have not yet grasped the magnitude of what is unfolding, because it is of such immense magnitude that most struggle to accept the revolution.

Secretary of State Marco Rubio recently delivered a remarkable speech at the Acropolis in Athens, Greece, connecting the foundations of Western civilization to America’s industrial and technological ambitions.

Beneath the historical references, philosophical observations, and celebration of Western achievement was something far more consequential: a declaration that America’s future will be determined by its ability to manufacture, innovate, defend itself, and reclaim control over the industries that underpin national power.

It was, in essence, a declaration of revival.

This wasn’t merely a speech about ancient Greece. It was a statement of strategic direction for the United States.

And when you connect Rubio’s remarks to the industrial developments, a fascinating picture emerges.

America is attempting something it hasn’t undertaken on this scale in generations: rebuilding the physical foundations of its economic and military supremacy.

To understand why this matters, consider what happened to the American industrial powerhouse over the past half-century.

Rubio wasn’t there merely in Athens to celebrate ancient Greek architecture, democracy, or philosophy. He was presenting a sweeping argument about the origins of Western power, the consequences of industrial decline, and the extraordinary stakes facing the United States and its allies.

His central warning was unmistakable: the decisions made during the coming decade could determine the geopolitical hierarchy of the next hundred years.

Rubio began by recalling the Persian invasion of Athens in 480 BC, when the armies of Xerxes destroyed the ancient sanctuaries of the Acropolis. The Athenians eventually returned, rebuilt their city, and constructed the Parthenon, creating a monument that would endure for 2,500 years.

His point was that civilizations are not defined simply by their victories, defeats, or surviving monuments. They are defined by the character, ambition, and determination of the people who build them.

He traced America’s intellectual inheritance directly to ancient Greece, arguing that the American Founders drew inspiration from Greek and Roman history, political philosophy, and the classical understanding of citizenship and virtue.

But Rubio went considerably further.

He described the Greeks as possessing a restless determination to discover, explore, invent, compete, and achieve what previous generations considered impossible.

For Rubio, these qualities were the foundations of Western scientific achievement, philosophical inquiry, technological development, and ultimately American greatness.

The underlying message was that the West’s greatest competitive advantage had never been its geography or natural resources alone. It was its willingness to pursue extraordinary achievements.

Rubio introduced the ancient Greek concept of thumos, which he described as the combination of passion, courage, pride, and the determination to excel.

He argued that Greek civilization elevated competition and achievement into defining social principles. Philosophers competed intellectually, athletes pursued excellence, statesmen sought distinction, and inventors challenged established boundaries.

Rubio then turned to what he considers the West’s great strategic mistake of recent decades.

He argued that Western nations became increasingly uncomfortable with nationalism and their historical achievements. In his telling, that cultural shift coincided with industrial outsourcing, weakening military capacity, increasingly porous borders, and the transfer of decision-making authority to international bureaucracies.

His argument was not simply that globalization created economic winners and losers.

It was that the outsourcing of production eventually contributed to the outsourcing of strategic independence.

And this is where Rubio’s speech becomes particularly important.

He explicitly identified critical supply chains, reindustrialization, defense rebuilding, advanced manufacturing, artificial intelligence, drones, weapons, semiconductors, minerals, and space exploration as priorities of the Trump administration.

In other words, Washington’s stated ambitions extend far beyond tariffs or traditional manufacturing jobs.

The administration is articulating a strategy in which economic capacity and national security are inseparable.

The same civilization that once transformed steel into ocean-going fleets is now attempting to manufacture reusable spacecraft capable of reaching beyond Earth.

Rubio’s central argument was that Western achievement emerged from curiosity, ambition, courage, and an unwillingness to accept supposedly permanent limitations.

His warning was that societies which abandon those qualities risk surrendering their future to competitors willing to cultivate them.

The next American century will not be secured by financial engineering, speeches, or software alone. It will also have to be forged in steel mills, shipyards, factories, laboratories, and mines.

The industrial race is underway.

And the outcome may determine far more than the direction of the stock market.

It may determine the balance of global power for generations. Whoever wins AI (Superintelligence), WINS.

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

** I Have No Idea how the U.S.
Reached these CRAZY DEPENDECIES **

Let me give you a number that should end every argument about national security. 417 kilograms.

That’s roughly how much rare earth material goes into a single F-35. A Virginia-class submarine needs about ten times that.

Now ask the question nobody in Washington wants to answer out loud: who controls the supply? The chokehold, metal by metal.

1. NdPr. Neodymium-praseodymium oxide is the heart of the super-magnet.

China controls about 90% of rare earth processing and 93% of magnet manufacturing. America has exactly one rare earth mine, Mountain Pass.

And Beijing has shown the leash. Export controls in April 2025. A harsher second wave in October 2025. That second wave is only suspended until November 10, 2026, five weeks from today.

1. Palladium. Nearly three-quarters of U.S. palladium imports come from South Africa and Russia.

A country we sanction. A country whose mines are shrinking.

1. Platinum. America has zero primary platinum mines. We import about 89% of what we use. South Africa alone supplies half.

China. Russia. South Africa. All BRICS.

All under stress. All holding a hand on Western industry’s windpipe.

Why these metals are non-negotiable!

These aren’t commodities you can swap out. They’re the load-bearing walls of the three industries that will define this century.

• AI. Every hard drive in every data center spins on NdFeB magnets and stores data on platinum-alloy platters. Palladium plates the capacitors and connectors on the boards. The robots and humanoids AI will drive run on magnet-packed actuators. No NdPr, no physical AI.

• Space. Satellites point themselves with magnet-driven reaction wheels and actuators. Platinum-group metals survive the heat inside thrusters and engine parts where almost nothing else can.

• Defense. Guided munitions, fin actuators, jet engines, radar, submarine drives. Magnets steer them, PGMs harden them.

You can’t build a single drone swarm without these metals. And today, Beijing, Moscow and Pretoria hold the keys.

The hemisphere strikes back!

Here’s the part the crowd is missing. While everyone watches the chokehold, America is quietly building its way out of it, inside its own hemisphere.

1. Greenland: the magnet-and-PGM vault. The September 22 defense agreement put Greenland’s resource extraction inside the Western security perimeter and shut out rival-nation capital. Greenland holds both halves of the problem: palladium-platinum deposits and NdPr deposits.

2. Alaska: America’s own backyard. The state hosts potential for 51 of 54 USGS critical minerals, including platinum-group elements and rare earths. Bokan Mountain is among the largest undeveloped rare earth deposits in the U.S., unusually rich in the heavy elements China guards most tightly. And Alaska is already receiving Defense Production Act money.

3. Venezuela: the energy and minerals wildcard. In March, Treasury lifted sanctions on Venezuela’s minerals sector, including bauxite and coltan, the sources of gallium, tantalum and niobium. Add the world’s largest heavy-crude reserves feeding Gulf Coast refineries, and you get cheaper, secure energy for the smelters and data centers this whole buildout needs.

North, south, and the vault in between. That’s not a supply chain. That’s a fortress.

My bottom line: Chokeholds only work as long as you have no alternative. For thirty years, the West didn’t.

Now the alternative has a map: Greenland for the magnets and PGMs, Alaska for domestic depth, Venezuela for energy and minerals the BRICS can’t touch.

The companies already standing on that map, with the drilling done and the resources defined, are where I’m looking.

The crowd will notice when the November 10 deadline hits.

I’d rather be early.

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