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A different way to think about the Evergrande collapse

On the evening of June 9, 1772, Alexander Fordyce was drunk out of his mind when he came stumbling home to his wife. As Fordyce was a widely respected London banker and senior partner at the firm Neale, James, Fordyce, and Down, this behavior was uncharacteristic… and his family was rightfully worried. The

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Gold has been the ultimate hedge against inflation for over 5,000 years - and as of May 2021, it's one of the only assets not trading at all-time highs.

SM Monthly Letter [Summary]: Some Clear Thinking and Actionable Steps for an Inflationary Environment

Sovereign Man: Blueprint and Confidential members benefit from our Monthly Letter series, covering a range of mission-critical topics to safeguard your future. Each Monthly Letter contains actionable strategies for gaining more freedom, more opportunity and more prosperity, and mitigating the risks that threaten your financial future. In today’s Knowledge Series mailer, we give

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Gold vs. the stock market in 2021

More than 3,000 years ago in the early 12th century BC, Greco-Roman legend tells us of a mythical pair of monsters located in the Strait of Messina in southern Italy. The monsters were named Scylla and Charybdis. And both Homer’s Odyssey and Virgil’s Aeneid describe the terror of sailors who came into contact

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Warren Buffett on inflation: “Retirees face a bleak future”

Warren Buffett minced no words in his most recent annual shareholder letter (which came out over the weekend) when he told investors that “retirees face a bleak future.” Buffett was referring to the pitifully low interest rates that dominate fixed income investments (like bonds and annuities). In September 1981, he writes, investors could

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Asset diversification: Some clear thinking on $50,000+ Bitcoin

There are famous stories that come out of the Great Depression in which very astute financiers sold all of their stocks just before the big crash of 1929. Joseph Kennedy famously dumped his portfolio after receiving stock tips from a shoeshine boy. And Bernard Baruch, one of the wealthiest financiers on Wall Street,

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Some clear thinking on gold at its all-time high

For as long as I can remember, I’ve been a fan of Bruce Lee. I was probably about four years old when I first watched one of his movies. And I was instantly hooked. The guy was legendary. As a teenager, I learned more about how he lived, and I began to admire

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3,500% return from a safe ‘forever asset’

In the year 1649 after nearly a decade of painstaking work, the legendary Dutch artist Rembrandt van Rijn put the finishing touches on one of his masterpieces: Christ Healing the Sick. The piece is considered a technical and artistic marvel, proving without doubt that Rembrandt’s skills were truly ahead of his time. So

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No surprise: silver is one of the best performing assets in world

Sovereign Man is a little over 11 years old. And when we started this business, silver was worth $13 per ounce at the time. My philosophy then, just like today, is that precious metals hold their value over the long-term. But back then, there was one key indicator that told me an investment

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How screwed up the pension system is

Late last year, the investment management giant Morningstar published a report concluding that most people can either save money for retirement, or save money for their kids’ education… but NOT both. They make the economic realities very clear: parents have to choose between their own future, or their children’s future. And one of

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Broke billionaires (and other ridiculous signs of the top)

File this one away under ‘completely ridiculous’. You might have heard that Elon Musk was on trial last week in Los Angeles; he was being sued because he claimed (multiple times) that British spelunker Vernon Unsworth was a pedophile. (He’s not.) It’s generally damaging to one’s reputation when a world-famous billionaire erroneously calls

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Three things you didn’t know about the crash of 1929

October 28, 1929– 90 years ago today– is known as ‘Black Monday’ in financial circles. The US stock market had peaked the previous month, on September 3, 1929, with the Dow Jones stock index reaching a record high of 381. But throughout September and October, nervous investors began pulling their money out of

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Here’s why the gold price could really soar over the next two years

At some point between the years 1483 and 1485, a Genoese businessman named Cristoffa Corombo had the opportunity to pitch his idea to King John II of Portugal. This period was the dawn of what historians call the ‘Age of Discovery,’ a time when European explorers sailed all over the world opening new

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The next big investment trend is on sale right now

In July 1994, an ex-hedge fund VP left his cushy Wall Street job and started a new company called Cadabra, Inc. He wanted to capitalize on an emerging trend that was called the “Information Superhighway” back then, what we now know today as the Internet. Cadabra was an early ‘dot-com’ company. But as

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We Not So Crazy after all…

I’ve never really been prone to schadenfreude— a feeling satisfaction from someone else’s misfortune. But I am a big believer in the Karmic justice. If you’re a dirty scumbag who constantly lies, cheats, and steals, sooner or later the universe is going to catch up with you. And I love seeing justice served.

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The most profitable business in the world

More than 5,000 years ago on a hilltop located in modern-day Georgia (the country, not the state), a group of people from the prehistoric Kura-Araxes civilization gathered their primitive tools and began to dig. It took years. But they eventually burrowed 20 meters deep into the earth and constructed a network of elaborate

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Here’s every reason to avoid buying a gold ETF

Buckle up, this one’s going to be entertaining… because I should have called this note “Why you should always read the fine print.” This morning I read through the prospectus and annual reports of the most popular Gold ETFs in the world. First, some background: ETF stands for ‘exchange-traded fund’. It’s sort of

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Here’s a really unique way to own gold

Last week we dove into a series about different ways to own gold. And I explained in that first article why it’s a great idea to own physical bullion– gold you can hold in your hand. With physical gold, there’s no middleman standing between you and your wealth. And when properly stored, it’s

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Here’s how you can invest like Paul McCartney and Michael Jackson

In 1978, a scruffy-looking Frenchman named Patrick Hernandez signed his first-ever recording contract. He had spent the better part of the previous decade touring ballrooms in France, backing b-class singers without any real success to show for himself. But in late 1978, he released his very first single, “Born to Be Alive.” The

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How to become a billionaire in five easy steps

Every morning here in Puerto Rico, I wake up around 6am as the sun rises over the ocean in front of my house. And I pretty much head straight to the gym. Once there, one of my favorite medieval torture devices is a fairly new exercise bike called a Peloton. In case you

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4 compelling reasons to be thinking about gold

From time to time it’s important to take a giant step back and take a fresh look at everything that’s going on with a big picture perspective. The last few weeks has been nothing short of incredible… so many important things happening that have never happened before ever. Let’s take a step back

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Uzbekistan is seriously compelling

Last week when I was in Japan, I met up with an old friend of mine who is a senior executive at one of the world’s largest automobile manufacturers. He’s one of the top people in the organization– reports to the CEO, flies around on the corporate jet, the whole nine yards. So

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Quite possibly the world’s cheapest stock market

[Editor’s note: Yesterday we accidentally sent the wrong version of Simon’s article about Kazakhstan. We posted the correct version to the website– and definitely recommend you check it out.] Late last week, the Federal Reserve gave its strongest signal yet that they would cut interest rates soon. And in anticipation of yet another

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What I’ve learned being an ‘insider’

I’ve been in Australia for a little while now as part of my many professional responsibilities. In addition to running Sovereign Man and several other businesses, I am also the Chairman of the Board of Directors a company that’s listed on the stock exchange here in Australia. I’ve been on the Board for

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Crypto prices are surging… is it time to buy again?

Last week the price of Bitcoin was double what it was on April 1 of this year. Then it crashed by almost 20% in matter of days. Then it surged again. And at the time of this writing, the price of bitcoin is just shy of $8,000. That’s a pretty volatile ride. Naturally

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Better results start with an independent, global view

Last week when Uber finally went public, the stock set a record for the largest first-day dollar loss in IPO history: over $6 billion vanished from the company’s valuation in a matter of minutes. But that shouldn’t be surprising since Uber doesn’t actually make a profit. And the company acknowledged in its IPO

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This is a much better alternative to keeping your money in a bank

The banking scandals are all starting to blur together. When I heard that five big banks were fined by regulators today, I had to think… Was that the scandal over employees creating fake accounts? No. Was it the scandal over recommending investments “highly likely to lose value”? No, not that one either. Today’s

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Yet another reason to slash your taxes to zero

I’ve long been vocal about my belief that if you have a problem with your government, you should vote. But not vote in the traditional sense, i.e. stand in line at a polling station and be forced to choose between the lesser of two evils… or perhaps more appropriately, the evil of two

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Predictions for gold from a legendary natural resource investor

Here’s when you know that you’ve made it into popular culture… It’s when you get credit for a great quote, but no one really knows who said it first. If there’s any doubt, people’s go-to list is usually either Albert Einstein, Mark Twain or the former New York Yankees catcher, Yogi Berra. For

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Reason #437 to own gold: The Fed wants Negative Interest Rates

And just like that, it seems we’re headed back to quantitative easing… After cutting interest rates to nearly zero following the 2008 crisis, the Federal Reserve starting raising rates near the end of 2015 (from 0.25% to 2.5% today). Following the most recent hike in December 2018, Chairman Powell seemed hell bent on

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Steve Jobs and the secret to investing in public markets

One of the most brilliant businessmen of our time decided to do nothing. In 1997, after being kicked out of his own company, Steve Jobs took back the reins of Apple. At the time, Apple had less than 4% of the personal computer market. And the market didn’t think Apple could do anything

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Why buy gold now? Because I don’t know

From 2000 through 2012, the price of gold increased every year, rising from around $280 an ounce to nearly $1,700. It was an unprecedented run. Then, in 2013, gold took a nose dive, losing over 27% of its value. It was widely reported that the Swiss National Bank, the former bastion of monetary

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