Presented by Golden Portfolio
China's "Gold Corridor" is forcing the US to restore gold to the monetary system…
America's Secret
"Gold War"
While Everyone's Watching Iran War Headlines, China Is Dismantling the Foundation of US Financial Power…
Washington's Response Will Drive Gold Into the Stratosphere
Presented by Golden Portfolio
China's "Gold Corridor" is forcing the US to restore gold to the monetary system…
America's Secret
"Gold War"
While Everyone's Watching Iran War Headlines, China Is Dismantling the Foundation of US Financial Power…
Washington's Response Will Drive Gold Into the Stratosphere
Dear Reader,
Another war is heating up fast. Look at this...
This chart reveals something I call China's “Gold War” strategy…
Its purpose is to replace the U.S. dollar as the world’s primary reserve currency.
The first shots were fired back in 2013… But now, with war in the Persian Gulf…
It’s about to get real. You see…
While all the headlines focus on Iran, Hormuz and rising energy prices...
China has been waging a secret war against America for over a decade. Quietly, but oh so powerfully.
Not with missiles… aircraft carriers… tariffs… or cyber attacks.
With gold.
Take a look at this...
You're looking at a map of what intelligence analysts call the "Gold Corridor."
For nearly two decades, China has quietly built out a network of bilateral trade agreements… central bank policies… gold vaults… and commodity deals…
Stretching from the Middle East through Central and Southeast Asia.
It started in 2009 when the People's Bank of China began covertly accumulating hundreds of tonnes of gold.
China deliberately kept these purchases off the Shanghai Gold Exchange to avoid tipping off the West. Then…
In 2014, Beijing opened the Shanghai Gold Exchange International – the first Chinese financial market open to global investors.
The message was clear: China was building an alternative to the London and New York gold markets.
In 2018, when Washington launched its tariff campaign, China accelerated its buildout of the Gold Corridor.
They further reduced their US Treasury holdings… expanded their gold reserves… and invested in infrastructure capable of operating entirely outside the dollar's reach.
In 2022, the West froze $300 billion of Russia's dollar-denominated reserves. That move was aimed at Moscow…
The real audience was Beijing.
Every country on earth watched the most powerful financial system in history used as a weapon – and drew the same conclusion:
Dollar-Denominated Reserves
Are No Longer Safe
Now… that may sound like bad news –and for Americans who don’t own gold, it will be. But the story doesn't end there...
The upshot is you are now living through the biggest gold investment opportunity in decades – and the last gold bull market of our lifetime.
By the time it’s over, gold will once again be integrated into the world’s financial and monetary systems as the king of all monetary assets.
Because Washington's only effective counter-move requires gold to go dramatically higher. The important point is…
Both superpowers – for completely opposite reasons – now need a rising gold price. And that means…
A select group of gold investments could hand you gains of 5X… 10X… even 100X or more.
My name is Garrett Goggin and I'm a Chartered Financial Analysts – one of fewer than 200,000 worldwide.
I’m also a Certified Market Technician – which means I understand the market cycles in gold that span decades.
I've spent 20 years visiting mines, meeting management teams, and building valuation models on companies most analysts have never heard of.
Porter Stansberry – founder of the largest independent financial research firm for individual investors – called me:
"THE most knowledgeable gold investor in the world."
I'm going to show you how to position yourself for potential generational wealth. But first…
Let me show you this Gold War is real – because once you understand what’s happening, the investment opportunity will be obvious.
China Wins Round One
Long before the West froze Russia's dollar reserves, China was hard at work building out a parallel financial system to bypass the US dollar.
This network includes gold warehouses in Singapore, Hong Kong, Dubai, Zurich and Saudi Arabia. More importantly…
It’s powered by yuan-denominated (RMB) gold contracts and physical delivery.
But the point of the Gold Corridor isn't just trade efficiency…
The goal is to route an increasing share of global oil and commodity transactions outside the US dollar.
Not all at once… and not dramatically.
Just steadily, quietly, methodically – the way you'd drain a reservoir by redirecting small streams, one at a time.
You haven't heard much about this because there was no single headline… no treaty signing... no press conference…
And Wall Street sure as heck doesn’t want this story revealed to the public.
The Gold Corridor is the result of years of work that now presents the most serious structural challenge to the dollar's role in over 50 years. Then…
On February 1st, 2026, China's President Xi Jinping publicly announced his intention to make the renminbi (RMB) a world reserve currency.
Here's the Financial Times headline:
Then, on February 9th, the People's Bank of China (PBOC) instructed its member banks to limit new purchases of US Treasury bonds.
Even worse, the PBOC told its member banks to begin an "orderly liquidation" of holdings that exceeded internal risk thresholds.
The message from Beijing is unmistakable:
They want a world where the US dollar is no longer dominant, and they're putting their money where their mouth is.
China's central bank gold reserves have gone vertical since 2024.
Since 2000, China has produced approximately 8,146 tonnes of gold from domestic mines alone.
That figure already exceeds the entire official US gold reserve of approximately 8,133 tonnes at Fort Knox.
And that's before you count a single tonne of imported gold.
China also passed laws prohibiting gold from leaving the country.
No one really knows how much gold China has – but it's almost certainly more than the Chinese admit.
Goldman Sachs estimates China’s true Central Bank gold purchases may be 10X the official figure.
While noted gold analyst Jan Nieuwenhuijs estimates China’s true gold holdings to be around 30,000 tonnes, including the gold of its citizens.
If true, this hoard already dwarfs official US gold holdings by more than 3X.
Every ounce stockpiled weakens the dollar – forcing Washington closer to its own counter-move… one that could send gold dramatically higher.
But China isn’t just stockpiling. They’ve built a parallel financial system – one that operates outside the Western banking system.
This is not a theory. It's functioning right now.
Look at this chart:
Brazil
China-Brazil trade hit $171 billion in 2025 – with 40% settled in renminbi, outside the dollar system entirely.
Brazil is China's largest trading partner in Latin America and the world's biggest soybean exporter.
That's $68 billion in trade that used to flow through dollars. Not anymore. It gets worse…
Russia
Russia and China have been doing business in RMB for years (backed by gold and net settled in gold).
This makes sense because Russia is currently frozen out of the world’s financial system.
Russia-China bilateral trade has surged past $240 billion – virtually all of it settled in yuan and rubles.
Russia is effectively the proof-of-concept for China's dollar-free system.
Australia
Even America's closest allies are participating. BHP is the world's largest mining company, headquartered in Australia.
In 2024, it settled $75 billion in iron ore with China… in Chinese yuan.
When the world's biggest commodity producer starts accepting payment in a currency other than the dollar, the signal is deafening.
The BRICS Bloc
Saudi Arabia, the UAE, Iran, Egypt, and Ethiopia have all joined BRICS – representing over 45% of global GDP and half the world's population.
In October 2025, the BRICS nations launched a settlement mechanism called the BRICS UNIT.
The UNIT is 40% backed by physical gold. More importantly…
The UNIT allows participating BRICS nations to operate entirely outside the SWIFT system.
SWIFT stands for Society for Worldwide Interbank Financial Telecommunication.
SWIFT is the US dollar's settlement system. All dollar-denominated international transactions pass through SWIFT.
When the US sanctioned Russia in 2022, it kicked the Russians out of SWIFT. Iran is also blocked from using SWIFT.
SWIFT allows Washington to prevent any nation on its bad-boy list from moving money almost anywhere in the world.
Well, not anymore.
The new BRICS UNIT operates apart from SWIFT – allowing any nation to transact without Western permission.
Not only that…
The UNIT works hand-in-hand with China's Gold Corridor warehouses, allowing nations to settle quickly and easily without using Western banks.
Fast, frictionless settlement without permission from Western banks...
Let that sink in.
Nearly half of global economic output is now working to route around the dollar system – and gold is the anchor they've chosen.
This is not a conspiracy theory.
It's documented central bank policy.
CNN Business says...
Bloomberg is reporting:
And Fortune states:
It's just not covered in a way that makes the consequences feel real. But Washington knows what’s coming…
Secretary of State Rubio recently said the quiet part out loud:
"We won't have to talk about trade sanctions in five years because there will be so many countries transacting in currencies other than the dollar, we won't have the ability to sanction them."
That's the US Secretary of State – admitting the dollar's leverage is evaporating.
Now, I know what you're thinking: This sounds terrible for Americans.
The simple fact is, the dollar’s reign as the world’s pre-eminent currency is ending – and here's where the story turns…
The more pressure that’s put on the dollar, the more potential upside there is in the select group of gold miners I’ll reveal below...
Every piece of bad news for US dollar dominance is a direct catalyst for potential triple or even quadruple-digit gains in these gold investments.
What Dollar Dominance
Actually Means for You
For the last 80 years, the US dollar has been the world's reserve currency.
That means nearly all global trade – oil, grain, shipping, manufacturing – gets priced and settled in dollars.
This creates a strange and powerful privilege for Americans.
When a Japanese company buys oil from Saudi Arabia, it needs dollars. The same goes for every other nation using oil – meaning all of them.
All nations have to hold dollars – creating a constant global demand for the currency you earn and save for retirement.
This persistent global demand is what allowed the US to run trade deficits year after year without the dollar collapsing into hyperinflation.
It's what lets the government borrow so cheaply.
In a very real sense, this dollar demand amounts to an invisible subsidy enjoyed by every American – simply by holding dollars.
The Gold War is eroding that subsidy – fast – as more and more global trade gets settled in currencies other than the dollar.
Here’s the Financial Times:
As foreign investors hold fewer and fewer dollars… the perpetual bid under the dollar is disappearing. Look at the trend since 2000…
China's Gold Corridor is accelerating this trend – because it’s the first, truly viable alternative to the US dollar in global trade in over 50 years. Now…
If the Gold Corridor is the slow-motion dismantling of a structural advantage the US has enjoyed since 1944…
The Iran War Is Pulling Forward
The Day of Reckoning
If the Gold Corridor was a burning match to a slow fuse, the war with Iran just poured gasoline on it.
The conflict costs the US $1 billion per day. Oil spiked to $115 – and inflation fears are back. But the real damage isn't the direct cost...
It's what the war is doing to America's last strategic anchor in the Middle East: the petrodollar.
The Strait of Hormuz handles 20% of the world's oil flows – and it’s now outside of US control.
Worse still, Iran is only allowing tankers to exit if the oil is paid for in Chinese RMB.
For over 50 years, Saudi Arabia has priced its oil exclusively in US dollars.
That single arrangement – oil for dollars – created an enormous, permanent source of global demand for the dollar and for US Treasuries.
That arrangement is now coming apart… and the Iran war may be the historical catalyst that breaks the petrodollar. Here’s Bloomberg:
Gulf nations are watching the US spend itself into oblivion. Washington is demanding loyalty while offering chaos.
Saudi Arabia is already settling a growing percentage of its $100 billion trade with China in RMB.
The UAE is exploring non-dollar energy transactions…
The Saudis just joined BRICS…
When the petrodollar goes (and the Iran war is accelerating its demise)...
The structural demand propping up US Treasuries for half a century goes with it.
Which brings us to the most important question of all:
What does Washington do when no one wants to buy its debt anymore?
America's Counter-Move
Requires Gold
This is where the story flips from doom to opportunity.
The US is not sitting still – and here's the irony no one's talking about…
Washington's only effective counterpunch is to do the one thing that makes China's weapon even more powerful:
Drive gold higher
That may sound counterintuitive… but stick with me.
The US holds approximately 8,133 metric tons of gold at Fort Knox and other depositories. Here's the absurdity:
Those reserves are still valued on the government's books at $42.22 per ounce – a price set in 1973.
At today's market price of $4,800, those reserves are worth more than 113 times that accounting figure.
There are growing calls from economists, members of Congress, and advisors inside the executive branch to formally revalue that gold.
Treasury Secretary Scott Bessent (a gold bug) knew this when he took over as Treasury Secretary in early 2025:
"We are going to monetize the asset side of the US balance sheet for the American people. We are going to put the assets to work."
Bessent knows he can revalue gold with a single order. He doesn’t need the Fed to agree.
He can simply declare US gold holdings are now worth their market price of roughly $1,255,084,600.
This move would send a signal to the world that Washington is bringing gold back to calm holders of US Treasuries.
The endgame is coming – and it's the one scenario Washington doesn't want to talk about publicly:
The US may have no choice but to
Back Treasury bonds with gold.
Think about it:
Foreign buyers are dumping Treasuries. The petrodollar is fracturing.
The US will never declare an official default on its debt. That would be ruinous to US power and influence.
So it will do what every other overly indebted nation has done before...
It will inflate and devalue the currency... driving gold much higher than anyone currently imagines. There is no other way out.
The GENIUS Act tried to create artificial demand through stablecoins – but that's a Band-Aid on an arterial wound.
The only way to make US debt attractive again to a world that no longer trusts the dollar is to back it with something real…
Something that can't be printed, frozen, seized, or inflated away.
Namely gold.
Judy Shelton – a former senior economic advisor to the White House – is already proposing a 50-year gold-backed US Treasury instrument.
"Making the dollar 'good as gold' is not just something that should happen… It is something that can happen in our lifetime… Why don't we use our gold as collateral for a new Treasury debt instrument?"
Here's how it would work:
Foreign holders would be given a window to exchange existing Treasuries for a gold-backed alternative.
The coupon rate drops from roughly 4.5% to maybe 0.5% – but the bonds are indexed to the gold price.
When gold goes from $4,800 to $10,000 or $20,000… bondholders see massive appreciation that offsets any dollar debasement.
Washington will never allow bondholders to redeem physical gold.
But bondholders won’t care. Even though they get paid back in watered-down dollars, they are made whole by the rise in the gold price.
A formal revaluation of US gold reserves and a move to gold-backed Treasuries would do several things at once:
It would technically reduce the debt-to-GDP ratio…
It would signal global strength and credibility for the dollar…
It would attract foreign buyers back to US debt – because they'd be buying paper backed by real assets, not just the "full faith and credit" of a government $39 trillion in the hole…
And it would require the market price of gold to be acknowledged as legitimate.
In other words…
The US government now has
a structural incentive to
support a higher gold price.
And that’s exactly what’s making a select group of gold miners the most attractive opportunity of the decade.
I've identified four of them. Each one is trading at a massive discount to the documented value of its gold reserves.
And every dollar gold goes higher makes that discount more extreme – and more profitable for you.
But before I show them to you, let me show you why the full picture makes gold's rise virtually guaranteed.
Think about what you're looking at.
China is building a monetary system that routes around the dollar – and that system is explicitly backed by gold.
The US, meanwhile, is sitting on its own massive gold hoard and may soon have no choice but to use it.
Two superpowers with opposite political agendas and opposite reasons for buying and holding gold. Add it up and here’s what you get:
The same direction of travel for gold
resulting in a much higher gold price
This isn't a prediction. It's arithmetic. And I’m not the only independent analyst who sees what’s coming…
Doomberg – one of the most widely followed independent analysts on the planet – put it:
"Who Gets Hurt If Gold Goes Higher? Nobody." – Doomberg
Not China, which needs it for credibility.
Not the US, which needs it for solvency.
Not the central banks already sitting on record hoards – buying record amounts each month.
And certainly not investors positioned in the right investments before the rest of the world catches on.
Both Sides Now Need
Gold to Go Higher
China needs gold higher because it gives their alternative settlement system credibility and attracts more nations to the Gold Corridor.
The US needs gold higher because it’s the last option to keep Treasuries attractive… prevent the collapse of the petrodollar… and convince foreign buyers not to walk away.
The machinery for the US counter-move is already in motion.
The Federal Reserve is being restructured.
Stephen Miran – the architect of the dollar devaluation strategy who wrote "A User's Guide to Restructuring the Global Trading System" – has been appointed to the Fed board.
The next Fed Chair will create the trillions required to roll over existing debt and reinvigorate US manufacturing.
When interest rates drop and the new Fed chair floods markets with easy money…
Investors will dump Treasuries even faster – and gold will go supernova…
Who wants to get paid 1% a year to hold the paper of a government in a fiscal and monetary crisis?
Even the private sector sees what's coming.
Crypto whale Tether is already buying two tonnes of gold per week – $248 million worth – to back their gold-denominated stablecoin.
Ray Dalio, founder of the world's largest hedge fund, has been on the gold story from the beginning.
"Bond King" Jeffrey Gundlach recently said everyone should hold 25% of their assets in gold.
Morgan Stanley revised its model portfolio to 60% stocks, 20% bonds, and 20% gold.
A major investment bank advising clients to allocate 20% to gold is unheard of. And when Wall Street sounds the alarm – telling you to buy gold…
You should listen to them – because they know what’s coming…
The Debt Bomb
Makes It Inevitable
Before I show you my top four picks to profit from the Gold War, here’s the reality that makes gold’s return inevitable…
US government debt just surpassed $39 trillion – and they’re adding another trillion roughly every ten weeks.
It took 205 years for the US to accumulate its first trillion in debt.
Now it adds another trillion every 70 days – which means the spending problem in Washington has entered its final phase…
The Social Security's trust fund starts running out in 2029 – adding another $120 trillion in off-balance sheet liabilities.
The only way to cover the shortfall is for the Fed to create the money from thin air.
The US has to roll $9 trillion in expiring Treasury debt in 2026 alone – and that's before you factor in a $2 trillion deficit of new debt or the cost of war with Iran.
Gold is the liquidity sponge – the only asset large enough and trusted enough to absorb all those excess fiat units without destabilizing the system entirely.
Every new dollar, yuan, euro, and yen that gets conjured from thin air makes gold more valuable…
Not because gold “goes up” in value, but because the currencies used to measure it are getting diluted faster and faster.
Even if you took the Gold War off the table entirely – even if China and the US made peace tomorrow – the debt math guarantees gold goes higher for the rest of the decade.
But China and the US are not making peace.
They're both racing to accumulate as much gold as possible before the rules change. Now let me show you how to profit from it…
The “Golden Anomaly”...
Why the Biggest Gains Will
NOT Come From Physical Gold
Gold is up more than 189% since September 2022. At these prices, I do not recommend buying physical gold. Because a certain class of gold miner…
Is still dirt-cheap.
Look at this chart:
The falling orange line shows retail investors selling shares in the most popular gold-mining ETF – even as gold hit all-time highs.
That means investors are less interested in these investments now than they were in 2023 – even though gold is up nearly 200%.
That makes no sense. Unless you understand what's really happening…
The best companies in this space are raking in record profits – their cash flows have doubled, tripled, even quadrupled since 2024.
But their share prices are acting like gold is still selling for $1,800 an ounce.
They're priced for gold's OLD reality. Not the current reality of $4,800 gold…
And certainly not the reality of where gold is headed now that both superpowers are structurally committed to a higher gold price.
This disconnect is driving something I call the "Golden Anomaly."
Look at this:
The gap between those two lines is how you get rich in a gold bull market.
That gap shows the difference between the value of a miner’s free cash flow (i.e., the gold value over the life of the mine – also called Net Asset Value or just NAV)…
And it’s current market cap (or share price).
Theoretically, those two should be the same. But in the early stages of a bull mania…
They’re not even close.
When I first released my top four "Golden Anomaly" picks back in 2023…
They were selling at discounts as deep as 98%.
Today, those same picks are up 115%... 515%... 1,307%... and 2,050%.
So, did you miss the boat?
In a word…
No – and here’s why:
In early 2024, this "Golden Anomaly" pick was selling at a discount of 91% to the value of its free cash flow – like buying dollars for nine cents each.
Since then, the share price has been up as much as 574% – a five-bagger+ in under two years. Not bad – but here’s the takeaway:
Today, that same stock is still selling at an Anomaly Profit discount of 62%!
How’s that possible? How can a tiny stock see a 574% gain and still be so undervalued? Simple:
The free cash flow generated by mining gold rose by as much as 179% over the same period while mining costs remained steady.
That’s what makes "Golden Anomaly" miners different from typical gold stocks.
The sad truth about most gold mining stocks is that 90% of them make no profits – and never will… no matter how high gold goes.
But the 10% that do… the “Golden Anomaly” miners…
Could hand you a generational fortune when investors catch “gold fever.” It’s coming.
"Golden Anomaly" miners are the leanest operations… with the highest grade ore… run by the best management teams… priced at the deepest discounts in the mining world.
That's why "Golden Anomaly" miners like the one above are absolutely coining profits at today’s gold price.
And it’s the same for all my top four picks.
Even though my top four picks are up between 115% and 2,050%...
They’re STILL selling at an average discount of 64% to the value of their assets. That means you can still buy dollars for just .36 cents each.
Which is why I urge you to act quickly…
Because the biggest gains in "Golden Anomaly" miners will go to investors who get in at the deepest discount – before the Anomaly Profit gap closes.
So, while I’m delighted my longtime readers are already sitting on a total gain of 1,158% since January 2024.
That’s 25X more than the NASDAQ’s puny 46% gain…
The biggest profits are still to come because the Anomaly Profit gap has barely even begun to close.
When it does, it could hand you life-changing wealth.
Do not miss that moment – and don’t wait.
Because this situation can’t last much longer.
You can feel gold gaining momentum. Every day, news comes out that trust in the old US dollar system is eroding.
With more than $340 trillion in worldwide debt, the whole world is turning to gold.
That’s why you need gold.
It’s not optional. Gold isn’t like other assets.
There comes a moment in the historical cycle when gold is the one thing you cannot do without. The Gold War proves we are in that moment.
The Gold War between the US and China isn't just driving gold higher…
It's making "Golden Anomaly" miners the most undervalued assets on earth.
But this window of opportunity won't last.
Already major mining companies – the big ones, the ones with billions in cash – can see this anomaly too… and they're acting on it.
A wave of mergers and acquisitions is already underway – with majors buying junior miners at 40% to 80% premiums to their market prices.
One of my top four picks was just acquired – and the share price popped 79% in a single trading session.
When a tiny miner gets acquired, the stock doesn't drift up… it reprices instantly.
By identifying the "Golden Anomaly" before the crowd catches on, I've helped my readers capture gains of 115%... 515%... 1,307%... and 2,050% in the last two years!
There’s no other asset that can protect and grow your wealth through the coming shift in the global order.
It’s also why the current bull market is the last gold bull market you will ever see for gold in our lifetime, because only gold can re-stabilize trust in fiat money.
The good news is…
This is also the last bull market you will ever need if you play your cards right. In plain English, you can still buy $1 worth of gold for about 36 cents.
I’ll show you exactly what to buy below.
Why Would A Gold Analyst
Tell You Secrets About
His Own Industry?
Before I show you how to capitalize on the "Golden Anomaly"…
Allow me to introduce myself properly…
My name is Garrett Goggin.
Since the start of this gold bull market, I've consistently called what's happening with gold – and what's coming next.
I'm one of fewer than 200,000 Chartered Financial Analysts (CFA) in the entire world…
I also hold a Certified Market Technician (CMT) designation – which matters when it comes to understanding the long historical cycles of gold.
And I've spent the better part of two decades doing the one thing most gold analysts only pretend to do:
I visit the mines. I meet the management teams. I look them in the eye and determine whether it's a sexy narrative… or a 100-bagger in the making.
Over 20 years ago, I set out to become the world's #1 gold analyst for what I knew would be the biggest gold bull market of our lifetime.
I apprenticed for 15 years under John Doody – the legendary founder of the Gold Stock Analyst – at one of the most respected research firms in the world.
Eventually, I went out on my own…
That's why Porter Stansberry – founder of the largest independent financial research firm for individual investors and author of the documentary The End of America – called me:
"THE most knowledgeable gold investor in the world… If you want to maintain your standard of living… you have GOT to be allocated to gold. And there's nobody better in the entire world to explain exactly how to do that [than Garrett]."
So when I tell you that four specific miners are set up for potential gains of 10X… 20X… even 100X from here…
I'm not guessing. I've been early – and right – on every major move gold has made since this bull market started.
Here's how I find them…
How To Find The Miners
Making All The Profits
When researching my top picks, I fundamentally look for three things…
Criteria #1:
Ore Grades
A rising gold price will always drive up the value of miners with the highest ore grades. Grade is everything.
But in a gold bull market, the right miners with the highest grades crush all the others. Plus…
In an inflationary world, only miners with high grades stand to make any real profits.
That’s why grade is king - and why I start my search by looking at ore-grade.
So, how do my top four picks stack up?
Pick #1 has ore grades as high as 74 g/t (grams per tonne). That’s one of the highest in history.
It currently owns the 6th-ranked trophy asset in the world.
Pick #2 has grades up to 13.2 g/t - 13X better than average.
They also have one million ounces in an open-pit mine of ore that’s 2.1 g/t and 90% recoverable.
Pick #3 has a deposit of 5 million ounces near the surface - making it one of the largest, lowest cost deposits in the world.
They don’t need expensive equipment to crush tons of rock. They throw the ore onto a “leach pad” and extract the gold – as easy as mining gets.
Pick #4 has an asset with nearly 4 million ounces at grades as high as 13 g/t - high enough to put it among the top 10 richest in history.
Criteria #2:
Stage of Production
Delays and cost overruns for miners are simply part of a day’s work. That’s why…
I want a company entering the “sweet spot” - where financing and permitting are done… the project is “de-risked”... and the only thing left to do is ramp up production.
My Top Four are already in - or just entering - the sweet spot.
Criteria #3:
The “Anomaly
Profit Variable”
This variable is the reason I wrote to you…
It’s how you make anomaly-sized profits from the best gold miners.
Anyone positioned in the best miners could potentially make $1 million over the next five years.
How can I be so confident?
Because we know gold isn’t going to stop coming to market.
Someone will have to mine it profitably.
So, my top four picks all have to meet one last criterion - with no exceptions.
That metric is FCF – or free cash flow.
Here’s where the "Golden Anomaly" gets exciting.
This chart shows the only gap that matters if you want to make a fortune on gold miners.
The value of any gold mining stock comes from the profits it produces – what’s known as Free Cash Flow or just FCF.
You cannot fake FCF.
FCF is all I need to know to screen out the loser companies… see which mines are making profits today… and which will keep making profits for years to come.
I couldn’t care less about gold ETFs barely outperforming the gold price.
I want a miner positioned for Anomaly Profits.
So, I look at the sum of all the FCF profits over the life of the mine.
The FCF the mine produces over its life span is called Net Asset Value – or NAV.
The red line above shows the Net Asset Value – the total FCF for the life of the mine.
Then I compare it to the current value of outstanding shares.
The blue line is the current market cap.
Those two lines should be close together.
But every so often, you can get wild anomalies between the cash value of the mine over its life span and the total value of all shares outstanding.
The gap between those two lines is the “Anomaly Profit Variable.”
This Anomaly Profit Variable is the same metric I used to identify Newmarket Gold and SilverCrest Metals – which returned 2,200% and 8,358% respectively for my readers.
This is the only gap I care about. I want to profit from the biggest anomaly I can find among the 10% of profitable miners.
For example:
In early 2025, Newmont Mining was trading at a 48% discount to fair value based on FCF – the cheapest it's been in over a decade.
That means you had the opportunity to buy $1 of FCF profits for $0.48 cents.
Just like I predicted, they reported blow-out numbers for Q1 2025… and Q2… and again in Q3. Right on schedule…
Newmont shares nearly tripled to $134.
This is the usual first stage of a gold bull market – the biggest, most profitable miners post blowout earnings.
Now, let me be perfectly clear…
This is not a recommendation to buy Newmont.
Investors holding Newmont may still do okay…
But Newmont is already worth $130 billion in market cap…
It’s not going up 100X from here – or even 5X.
It’s the smaller gold miners – like my top four – that could hand you a life-changing return.
The kind where a small stake of $1,000 could potentially turn into a profit of $100K or more. It’s happened before - and it’s going to happen again.
Better still, sometimes the market cap closes the gap with NAV…
And then overshoots it.
That’s where anomaly profits can get truly absurd.
It’s the kind of thing that could have turned your $1,000 stake into $83,000.
That’s what happened when the anomaly between Silvercrest’s market cap closed the gap with Net Asset Value.
The value of Silvercrest’s FCF was nearly $600 million when the market cap was still around $100 million.
That’s an Anomaly Profit Variable of 6X.
Put another way, it was like buying gold at an 84% discount.
Then look at what happened…
The share price surpassed the cash value of its assets - overshooting and delivering one of the biggest wins in mining history.
If you caught Silvercrest before it took off, you could have seen a return of 83X your money.
That kind of move turns $2,000 into $166,000… and a $5,000 stake into $430,000 – more than enough to change your life and your family’s future.
This same situation exists for each of my Top Four picks.
Right now, my top four are trading for discounts as high as 82%.
Which means you can buy these companies for just .18 cents on the dollar.
The "Golden Anomaly" only appears in the 10% of miners making all the profits.
The sad fact is, 90% of miners don’t make any profit – and never will – no matter how high the gold price goes.
Their costs to ramp up production are too high… their ore-grades are too low… and there’s no gap between their NAV and current share price.
But "Golden Anomaly" miners are subject to huge “anomaly profits.”
So, here are the “Anomaly Profit Variables” for each of my Top Four picks:
Pick #1
Pick #1 has a market cap of around $1.1 billion – but it’s Net Asset Value is around $3.3 billion.
This pick is already up 69% in 2026.
It’s like buying gold at $1,584/oz – a 66% discount.
That’s a "Golden Anomaly" Profit Variable of 3X.
Pick #2
Pick #2 has a market cap of around $89 million.
With a net asset value of $1.5 billion…
It’s like buying gold at $288/oz – a staggering 94% discount!
That’s an Anomaly Profit Variable of 16.6X.
Pick #3
Pick #3 is in the top one of the largest, most economical deposits in the world today – a massive five-million-ounce deposit.
The CEO’s last mining project turned an $18 million investment into a $1.2 billion win for investors – a return of more than 66X.
This current project is almost identical – a heap leach operation that requires minimal investment and no expensive rock-crushing equipment.
Its current market cap is $1.1 billion.
But its Net Asset Value is $3 billion.
It’s like buying gold for just $1,824/oz – a 62% discount.
That’s an Anomaly Profit Variable of 2.6X.
Pick #4
Pick #4 is 20% owned by the most successful family in the mining business.
Its biggest trophy asset is “derisked” – meaning all capital has been raised and permitting is complete.
Best of all, it’s in a region with the shortest timeline between discovery and production.
Gold gets mined here up to 40% faster than the average.
Pick #4 has a market cap of around $4.3 billion – with a Net Asset Value over $6.7 billion.
It’s in the sweet spot… is already up 61% in 2026 – and 2,050% since I recommended it – which is a great sign.
Profitable mines typically produce outsized gains for years. This one is already a huge winner.
It’s like buying gold at $3,168/oz - a 34% discount.
That’s an Anomaly Profit Variable of 1.5X.
All It Takes Is A Small Stake
To Make A Potential Fortune
My top four picks are simply the best-run companies with the best management teams, the most gold, and the biggest operating profits in the lowest-risk jurisdictions on Earth.
All four are already in production – or just entering the “sweet spot” ramping up to production.
Each one is already profiting as the "Golden Anomaly" unwinds and disappears.
Each has 100-bagger potential.
These are the best of the best.
If you place a small stake in each of these Top Four picks… and I’m right about what’s coming as Tether Gold drives up gold demand as the public catches gold fever…
You could potentially take $10,000 and turn it into $1,000,000 – or more.
Here’s How You Can Get My Top Four
Picks for the Coming Gold Mania
You can get the name and ticker - along with all the details on my Top Four picks – inside the Golden Portfolio IV… or just GPIV for short.
This is the same info I normally sell to hedge funds and other institutional clients - written in easily understandable language with actionable steps you can take today.
All of them can be bought through any major broker.
Best of all, you don’t need much money to potentially see life-changing returns.
Just a $1,000 stake could be enough to change your financial life.
Plus, I’m even throwing in a BONUS pick as a special thanks
BONUS Pick #5
As a special bonus, I want to give you the name and ticker of a gold company that isn’t a miner at all.
They don’t dig in the dirt… own no equipment… and take on no expense or risk.
But they get to collect anyway.
Pick #5 is my current Top Rated Gold Royalty.
Royalty companies are the venture financing arm for miners.
Best of all, they only pay once to help a miner build out a project – and then...
Collect royalties – paid in gold – for the life of the mine.
It’s the greatest business model on earth.
Just one trophy asset can vault a small royalty company to legendary status.
Franco Nevada invented the gold royalty business almost by accident.
Pierre Lassonde of Franco-Nevada wrote a check for his last $2 million for a royalty stream on the GoldStrike mine.
The rest is mining legend. Pierre’s $2 million returned $1.2 billion.
That’s an anomaly of 600X!
Your bonus Pick #5 is a royalty company partnering with Tether.
It’s up 139% so far this year… will be the first client for Tether Gold’s new institutional account… and just closed a merger with another hugely profitable royalty company.
And get this…
They spent $200K for a tiny piece of one of the largest copper mines in the world. So far, that tiny stake has returned over $17 million.
That’s an Anomaly Profit Variable of 85X – and they’re getting $10 million more per year for the next 30 years!
This could be one of my best picks ever – especially because…
It’s also about to list on the NYSE – which means millions more dollars could flood into this undervalued gold royalty pick. And that’s still not all…
Here’s Everything You
Get With My GPIV Top Four
In addition to my GPIV Top Four… and your Bonus Gold Royalty Pick #5…
You’ll also get my Starter Guide: Why Golden Portfolio IV Is Your Ultimate Gold Investment.
If you’re new to gold investing, relax.
This starter guide shows you:
Each quarter, you’ll get a detailed, written report on the GPIV Top Four - including your bonus 5th pick.
That’s four GPIV Issues annually.
Plus, Members’ Only Access to the GPIV Live Model Portfolio.
Plus, access to GPIV Live Fundamentals - showing you real-time data as this story unfolds.
Anyone with a few thousand dollars to invest… who understands gold’s role in the monetary system… and how banking and payment systems are about to change…
Has a good shot at making $100,000 to $1,000,000 – or more – in the coming decade… even if you don’t have a lot of money to invest.
How Much Does It
Cost To Join GPIV?
Hedge Fund quality research and analysis doesn’t come cheap.
I’ve been offered as much as $100,000 for my work.
And considering my past readers have already seen a chance to turn $1,000 into $83K…
$10,000 into $830K…
Or $20,000 into $1.6 million…
I should charge at least $2,000 - which is the going rate for a financial newsletter like mine.
But GPIV doesn’t cost $100,000 - or even $2,000.
I want you to have my GPIV today for just $189.
There’s a fortune to be made in gold as this cycle of history ends and a new monetary system rolls out.
I want you to get some.
The "Golden Anomaly" is already closing.
My five GPIV picks offer more upside than any other companies in the gold mining world.
Just a small stake of $1,000 in each could be enough to change your financial future.
If the whole group returns just 25 to 1, that means a $4,000 investment could hand you a nice $100,000.
Invest $10,000 and you could be sitting on $250K - enough to change your family’s future.
Invest $50K in the best miners, and even a modest 10X move in my top four could hand you enough to buy a second house or a boat.
While a 100X winner would let you buy both - and anything else you want.
The GPIV gives you everything you need to take a small pile of money and turn it into a big one during the coming gold mania and gold’s revaluation.
For just $189 (which really should make this a no-brainer for you)
I’ll see you on the inside.
Garrett Goggin CFA, CMT,
Chief Analyst and Found of Golden Portfolio
P.S. Both superpowers are racing to hoard gold – for opposite reasons. That race is accelerating. The Iran war is fracturing the petrodollar. Gulf nations are realigning with China.
Washington may soon have no choice but to back Treasuries with gold. Meanwhile, four tiny miners sit on billions in documented gold reserves, trading at discounts as deep as 94%.
Majors are acquiring junior miners at 40-80% premiums. When one of these four gets acquired, the anomaly price closes permanently – overnight. The names are in the research for just $189.
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