Stijn Schmitz

Francis Hunt: The Fiat Currency Collapse, 'Turbocharged' Stagflation & Monetary Metals

Hunt argues that extreme concentration in the South Korean KOSPI, driven almost entirely by two AI-related stocks, signals a fragile market setup similar to but more pronounced than the NASDAQ. Hunt maintains a long-term bullish thesis for silver and gold, viewing them as essential monetary metals that will protect capital during a period of 'turbocharged' stagflation and fiat currency decline. Hunt predicts that gold will significantly outperform the NASDAQ over the long term, warning that current equity valuations are in a dangerous bubble relative to hard assets like precious metals.

Dr. Nomi Prins: Iran War, Uranium 'Ultimate' Beneficiary & Gold's Continued Rise

Dr. Prins argues that Strait of Hormuz disruptions will keep oil prices elevated and inflation persistent, even if the crisis is hypothetically resolved. Uranium stands out as the primary beneficiary of a global shift toward energy security, driven by widespread commodity supply shortages. Gold continues to offer stability as a safe-haven asset, supported by a fundamental dislocation between struggling economic confidence and record-high stock markets.

Chris Vermeulen: 'Parabolic' Bubble, Big Pullback for Gold & The Financial Reset

Equity markets show underlying weakness as rally concentrates in tech and small caps, signaling potential euphoric parabolic phase before sharp correction. Gold may experience significant pullback before resuming uptrend, offering strategic entry points for investors following technical analysis signals. Oil and agricultural commodities face disruptions creating both risks and opportunities for resource sector portfolio allocation decisions.

Adrian Day: Increasing Oil Exposure, The Most Undervalued Resource Stocks & Gold

Oil presents a strong buying opportunity due to chronic underinvestment and peaking US shale, with a plausible base case of $150 per barrel. Resource stocks are near 100-year lows relative to equities, signaling a long-term cycle shift favoring undervalued international markets over US tech. Gold and gold stocks offer the best risk/reward, supported by robust central bank buying and historically attractive free cash flow valuations.

Gary Savage: Why Silver Will Outperform The Miners | Gold, Miners & Oil

Stock market may be entering a final parabolic bubble phase, particularly in semiconductors, with danger signs like Hindenburg Omens suggesting an impending top. Precious metals likely bottomed in March and are now in an advancing intermediate cycle, though momentum remains erratic due to options expiration pressures. Silver is positioned to outperform gold miners as the precious metals bull market advances, offering investors better leverage to rising metal prices.

Art Berman: Coming Oil Shock 'Worst Thing' in Modern History, Shortages Inevitable

Strait of Hormuz disruption represents an unprecedented crisis, potentially causing the worst energy shock in modern history. Global oil inventories are being rapidly drawn down, masking the true severity of the supply loss to Western economies. Investors should prepare for severe crude oil shortages and significant long-term geopolitical instability affecting energy markets.

Simon Hunt: 'Inevitable' Oil Shortages, Famine is Coming, Gold & The New Monetary Order

Strait of Hormuz disruptions threaten global oil supplies, with Asian, European, and American stockpiles potentially exhausted by mid-July. Saudi Arabia is brokering a new regional security architecture with China and Russia, but faces a 50% chance of success. BRICS nations are developing a new monetary system that could fundamentally shift global financial power away from Western dominance.

Mining Stock Monkey: 'No End In Sight' for Fiat Crisis, Fertilizers, Oil & Gold

Broad commodities bull market supported by electrification, AI infrastructure, and global poverty reduction, but selectivity remains critical for investors. Downside protection is prioritized over chasing gains; avoiding catastrophic losses is mathematically superior to pursuing outsized returns in mining portfolios. Gold bull market is mature but fiat crisis tailwinds persist; Royal Gold favored for margins, growth, and potential S&P 500 inclusion as downside protection.

Michael Oliver: Silver's Meteoric Rise to $500, Government Debt Crisis & Gold's Remonetization

Michael Oliver warns of a major government bond crisis driven by unsustainable US debt levels, predicting a T-bond market breakdown. Silver is forecasted to experience a meteoric rise towards $500, significantly outperforming gold in the current bull market. The structural breakdown in fiat currencies will lead to gold's remonetization, creating strong tailwinds for precious metals miners.

Doomberg: Everyone Lies in Oil, Iran War & Trump's Grand Bargain in China

Doomberg estimates potential Middle East oil supply disruption at 8 million barrels per day, noting markets have remained surprisingly stable despite geopolitical tensions. A potential Trump-Xi grand bargain could reshape global trade dynamics, with US focusing on Western hemisphere resource dominance while ceding Asian influence. Geopolitical shifts including OPEC's petrodollar evolution and European hydrocarbon constraints present significant implications for gold and commodity investors.

Luke Gromen: The Mother of All Supply Disruptions & Why Gold Will Go 'Much Higher'

Luke Gromen warns of the largest commodity supply disruption in history, driven by geopolitical tensions and unprecedented globalization levels. Sovereign debt and equity valuations are at extreme levels, creating significant market vulnerabilities that investors must actively navigate. Gold is positioned to go 'much higher' as the global monetary order shifts and central banks increase their reserve holdings.

Col. Douglas Macgregor: The Next Phase of Iran War, Famine & $200 Oil

Strait of Hormuz blockade has disrupted over 90% of commercial ship traffic, creating catastrophic global supply chain failures and potential famine risks. Western nations must urgently pursue reindustrialization and secure critical mineral supply chains to offset severe economic vulnerabilities exposed by current warfare. Massive commodity investment shifts are occurring as global de-dollarization accelerates, with central banks aggressively accumulating physical gold reserves.

Grant Williams: Why Gold Will Skyrocket | The Changing World Order Playbook

Williams argues the global monetary system is fundamentally reordering, driven by eroding US dollar dominance from sanctions, debt, and diminishing international trust. Gold is positioned to skyrocket as central banks shift reserves and fiat currencies face debasement pressures during this period of geopolitical and economic transformation. Investors should maintain patience in commodity bull cycles, focusing on resource equities as a strategic hedge against systemic monetary and geopolitical risks.

Don Durrett: When Gold Will Bottom | Going 'Much Higher' For Gold & Silver Miners

Durrett argues current gold correction is a buying opportunity, forecasting prices will go 'much higher' due to unsustainable monetary policies. Discusses Modern Monetary Theory (MMT) origins and a 'doom loop' connecting fiat currency debasement to long-term precious metals bull markets. Evaluates investment approaches for mining stocks, including diversification strategies and the relative value of royalty and streaming companies.

Dr. Mark Thornton: 'Firestorm' to hit Global Economy & The Commodity Supercycle

Middle East geopolitical tensions threaten 15-20% of global oil and gas supply, potentially triggering a major economic firestorm. Cracks in the petrodollar system are accelerating, positioning gold to increasingly serve as a settlement currency in global trade. North American natural gas and domestic resource independence present compelling investment opportunities amid global supply chain disruptions.

Bob Moriarty: Iran War Most Important 'Turning-Point' in My Life, Commodities Set To Skyrocket

Moriarty warns that escalating Middle East tensions, particularly involving Iran and Israel, are the most critical geopolitical turning point of his life. A potential Strait of Hormuz blockade and petrodollar collapse could trigger hyperinflation, making gold and commodities essential financial insurance. Investors should anticipate severe supply disruptions in oil and fertilizer, creating massive upward pricing pressure across the entire resource sector.

Steve Hanke: Massive Inflation Ahead & Markets 'Totally Complacent' On Iran War

Professor Hanke warns of massive inflation ahead driven by rapid US money supply acceleration and dangerous market complacency regarding geopolitical risks. A new commodity super cycle is emerging, fueled by severe supply disruptions, tariffs, and potential oil price shocks from Iran conflict scenarios. Gold serves as a critical geopolitical hedge as de-dollarization myths persist, while supply shocks and infrastructure bottlenecks create distinct investment winners and losers.

Rory Johnston: This is When Oil Prices Will Shoot Higher | Demand Destruction

Strait of Hormuz closure creates severe global energy supply shock, requiring complex rerouting efforts and causing significant total production losses. Demand destruction emerges as primary market mechanism to rebalance supply deficits, with price reactions heavily dependent on intervention timelines. Geopolitical tensions involving Iran, Israel, and the Trump administration create war incentives and potential US Treasury market interventions.

Rick Rule: The Energy Crisis, Opportunities in Fertilizers, Helium & Gold

Global underinvestment in sustaining capital, particularly in energy, could lead to substantial commodity price increases in the coming years. Rick Rule argues that not holding gold is irresponsible, viewing the metal as a critical savings instrument that maintains purchasing power during economic uncertainties. Junior mining exploration offers significant value for investors, but thorough research is required as only the top 10% of companies generate meaningful returns.

Col. Douglas Macgregor: 'Complete Disaster' For The Global Economy, Fuel-Rationing & Famine

Geopolitical tensions in the Middle East could trigger a global recession by severely disrupting energy markets and removing millions of barrels of oil from supply. Fertilizer production disruptions threaten widespread food shortages, creating significant inflationary pressure and potential famine risks in developing nations. Investors should urgently allocate capital towards hard assets like gold and silver as the petrodollar system weakens and resource nationalism accelerates globally.