The $36 Billion Shock That Just Made This Our #1 Pick

July’s inflation numbers told two stories, and most investors only heard the first.

Headline inflation stayed at 2.7%.

On paper, that’s close enough to the Fed’s target to lull markets into a false sense of security.

But the second story — the one that actually matters — was buried in the numbers: core inflation, which strips out food and energy, climbed to 3.1%.

This is the kind of inflation that’s stubborn, sticky, and immune to quick fixes. The kind of inflation that doesn’t melt away with cheaper oil or a seasonal dip in produce, but instead embeds itself into rent payments, insurance premiums, and the cost of simply staying alive.

After three years, that’s like paying an extra month’s rent without getting another day in the lease.

By year five, the quiet creep of higher prices has eaten the equivalent of a reliable used car out of your budget. Stretch it to a decade, and you’ve handed over the cost of a college semester, not through a bad investment or a market crash, but simply because everyday life kept getting more expensive while your paycheck stayed the same.

It’s precisely this kind of environment where gold shines.

In times like these, it’s more than a line on a chart; it’s a lifeboat when paper assets start to smolder. Gold is where wealth hides when trust in currencies begins to fray, when every grocery run costs a little more, when the same paycheck buys less with each passing month.

It’s a store of value that has outlasted empires, governments, and currencies. While purchasing power quietly bleeds away in bank accounts, gold holds its ground, defiantly preserving the sweat and sacrifice that built that wealth in the first place.

Why Gold Matters Now

I’ve been clear in past Moonshot Minute essays that I’m bullish on gold.

Central banks are buying at a record pace.

Supply growth is limited. Real yields are under pressure. And with sticky core inflation, the odds of sustained dollar strength are fading.

In a world of policy whiplash and debt-heavy economies, gold’s appeal is structural.

That’s why my focus is on a company that rides gold’s price moves and amplifies them.

Most gold miners and producers have less than a decade of proven reserves before they face costly replacement or decline. This one? Over 14 years of high-grade reserves in politically stable, mining-friendly regions, with major expansion projects already underway.

That’s a decade-plus of visibility in a sector where uncertainty is the norm.

The Gold-Backed Cash Machine

Imagine a business where every ounce of gold it produces gushes profit like a struck vein.

With today’s gold prices, each ounce is a miniature fortune, throwing off close to $2,000 in pure profit.

That’s enough to fund entire projects from internal cash, reward shareholders generously, and still stack reserves for the future. Even if gold’s price stumbled, the margins are so fat they’d still dwarf what most companies see in their best years.

This is where rising bullion prices are gasoline on a fire that’s already roaring.

I believe we’re in a world where the macro winds look set to blow in gold’s favor. Over the past three years, central banks have added over 1,000 tonnes of gold to their reserves — more than double the previous decade’s pace — helping push total central bank holdings toward multi‑decade highs.

Supply growth is crawling at barely 1% a year while demand from investors and governments spikes with every headline about deficits, currency devaluations, or capital controls.

Real yields are barely modest, offering nothing more than a token return while inflation quietly hollows out your purchasing power.

Policy missteps like the earlier surprise chatter about an emergency rate cut that knocked the dollar lower, to this spring's debt ceiling showdown that ended with a Moody’s downgrade of U.S. credit from AAA to Aa1 — keep jolting confidence in fiat currencies.

Each episode makes global headlines, sparks visible capital flight into safe havens, and reinforces the instinct that paper money can be hostage to politics, not economics.

Then you have geopolitical flare-ups that reroute capital into safe havens overnight.

This particular operator is positioned to catch every one of those flows because it’s wired directly into one of the most enduring, battle-tested assets in history: gold.

And as I stated earlier, at current gold prices, this operator clears nearly $2,000 in profit per ounce.

Every uptick in gold adds directly to the bottom line. Every period of macro anxiety becomes a tailwind. It’s the definition of torque in the gold space.

Fortress in the Gold Storm

We’ve seen how quickly headlines can rattle the market.

Last week on Friday, a sudden announcement from US Customs and Border Protection hinted that certain Swiss-made gold bars could face a nearly 40% U.S. import tariff.

With Switzerland exporting roughly $36 billion of bullion to the U.S. in a typical quarter, that signal sent shockwaves through traders, spiking futures prices and triggering a scramble into safe-haven positions.

Then on Monday, President Trump clarified that gold would not be subject to tariffs. The brief window of uncertainty was enough to jolt an entire $36 billion gold trade and prove just how fast political moves can light a fire under this market.

Through it all, gold held near record highs. This company thrives in that backdrop, protected by rock-solid operations, zero net debt, and the ability to self-fund every growth project.

It’s the kind of setup where gold’s strength compounds into corporate strength and shareholder returns.

This is the point where the free ride ends and where the real money is made.

Everything we’ve just walked through — the sticky inflation, the record central bank buying, the tariff chaos, the ironclad moat, the fat margins, and the fact that this stock is already in a strong, proven uptrend — it all points to one conclusion: this opportunity is too good to sit on the sidelines.

This isn’t some speculative small-cap gamble; it’s a well-established, large-cap leader in the gold sector.

The kind of name that earns a permanent seat as a core holding in the portfolio.

Below, we’ve added a full write-up with buy zones and our precise risk controls for our Premium Subscribers.

If you’re already a Premium Subscriber, you’ll get the deep dive that explains precisely why we’re making this move now.

If you believe gold has more to run and the case for it has rarely been stronger, this is the single name we’d anchor in for the next leg up.

Because in the gold bull market, my team and I see forming, this isn’t just a participant… it’s one of the few likely to lead from the front.

Keep reading if you’re a Premium Subscriber,

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