The Route Around the War Just Came Under Fire

A second shipping lane just came under fire

Brent jumped 4.6% to $98.44 after Houthi missiles struck two Saudi tankers in the Red Sea — the route ships were using to bypass Hormuz.

For months the Strait of Hormuz has been the headline, carrying roughly a fifth of the world’s oil. What kept markets calm was the workaround: Saudi exports could sail down the Red Sea through the Bab el-Mandeb strait instead.

Overnight that changed. Houthi forces said they struck two tankers on exactly that route and declared a blockade. West Texas crude cleared $90. Trump warned of broader strikes; Rubio said Tehran is not serious about talks.

Here’s why it lands on your desk: oil is the price of everything that moves on a truck. Three weeks ago Brent sat in the low seventies. There is no longer a quiet route around this conflict.

Source: CNBC / Bloomberg

Central Banks Just Crossed a Line They Haven’t Crossed in Thirty Years

Foreign central banks have dumped $82 billion since the conflict in Iran began.

At the same time…

They’re accumulating gold. For the first time in 30 years…

Central banks now hold more gold than U.S. Treasuries.

That’s not a small shift.

It’s a monetary regime change.

My name is Garrett Goggin. I’m one of fewer than 200,000 CFAs in the world.

When you study how central banks behave during monetary transitions like I have…

You learn one thing:

They move early.

Central banks are the best-informed entities on earth when it comes to gold. That makes sense. After all, they have the deepest knowledge and insider analysis.

Central banks don’t trade for short-term gains.

They’re positioning for long-term stability.

What they’re telling you right now is straightforward:

They trust gold more than US paper.

Go here now to check out the four top gold miners for what comes next

Now connect central bank policy to what’s happening globally:

• Oil is settling in Chinese yuan thanks to the Iranian toll booth in Hormuz…
• The petrodollar deal was under extreme pressure – even before the war…
• US Treasury demand weakening…

It isn’t one event.

It’s a system-wide transition underway – and transitions like this don’t reverse on a dime.

They accelerate.

That’s why you’re seeing stress in bond markets… higher yields… and the Fed being forced into a decision that will impact every American’s wealth.

Because when on the dollar pressure gets bad enough…

The Fed’s response is 100% predictable:

They will print as much money as they need to “save the system.”

Which means gold is nowhere finished repricing.

But I do not recommend buying physical gold at today’s prices…

The real opportunity is in the miners still trading at deep discounts to their actual cash flow.

Go here to learn about the four top miners positioned to benefit most

To your wealth,

Garrett Goggin, CFA, CMT
Chief Analyst and Founder, Golden Portfolio

P.S. Central banks are dumping Treasuries and accumulating gold — that’s your signal. The next move is a repricing.

The odds of a rate hike tripled in a week

Traders now put a 34% chance on a hike at next week’s Fed meeting, up from 10% seven days ago.

September sits at 78% for at least a quarter-point increase. The 10-year Treasury yield is at 4.585%. The Federal Open Market Committee meets July 28 and 29 — Kevin Warsh’s first real decision as Chair, and he has said plainly that prices are still too high.

If your money is arranged for a world of falling rates — and for two years most people’s has been — this is the week to notice the odds now point the other way.

Source: CME FedWatch

Central banks didn’t wait for the meeting

Gold climbed to $4,150, its highest since July 7, on safe-haven demand ahead of the Fed.

That move didn’t come from small investors. It came from the institutions that have been buying the metal for twenty straight months — including a Chinese central bank purchase in June that was its largest single month since 2023.

The reason it matters: central banks aren’t trading, they’re positioning on a horizon measured in decades, using information the rest of us get later.

Source: TradingEconomics / World Gold Council

He Didn’t Say “Buy.” He Said “I Bought.”

Most financial gurus tell you what to do.

Robert Kiyosaki tells you what HE’S doing.

Four days ago, he posted this to 443,000 people:

“During this last ‘retracement’ or ‘crash’ I bought more gold and silver.”

Not “you should buy.” Not “consider buying.” Not “this might be a good time.”

“I bought more.”

That’s the difference between talkers and doers.

Silver crashed from $118 to $56. Gold crashed from $5,405 to $4,006.

While everyone else panicked, Robert bought.

“Gold and silver are going to the moon!!!!”

He’s putting his money where his mouth is.

Now he’s revealing ONE stock — a streaming company that could deliver 3X-5X silver’s gains — so you can do the same.

Talk is cheap.

Action builds wealth.

— Robert Kiyosaki

Alphabet beat on everything and the stock fell anyway

Cloud revenue rose 82% year over year — then shares dropped after hours because capital spending grew too.

Tesla came in mixed: revenue of $28.24 billion against $26.32 billion expected, but earnings of $0.33 a share versus $0.50 forecast. Intel reports after today’s close, with options pricing a swing of roughly 15%.

The pattern worth noting: good numbers are no longer enough if the spending line grows faster. That applies to your index fund whether you follow these names or not.

Source: Yahoo Finance

We Went to Utah to Film the End of an Era

We traveled deep into the Utah desert… expecting to film the end of an era.

What our cameras caught instead was absolutely shocking.

Out past a dead coal plant, something brand-new was rising out of the ground.

But it could ignite a $100 trillion American revival — and almost nobody has seen it yet.

You have to watch this footage for yourself.