RESEARCH / DATA / FORESIGHT

Inflation Is the Strategy

The U.S. will inflate its debt away—

because it has no other real option.

What does that mean for you?

Almost everything- 

stocks, bonds, cash— 

will likely underperform 

gold and bitcoin 

in real terms 

over the next several years. 

And that’s not a prediction. 

Look back 2–3 years. 

It’s already happening.

Even if your assets go up on paper, 

you’ll lose purchasing power. 

We’re in the early stages 

of what could be a stagflationary 

decade- low growth, high inflation, 

and a slow erosion of wealth- and it 

could last longer than you think 

(barring rapid AI adoption). 

Could the Fed “fix” this quickly? 

Sure. On paper. 

But anyone who understands how 

this system works saw this coming. 

Not just over the last few years— 

this has been building for decades.

The catch? 

Printing our way out of this would bring real, immediate pain.

Pain we wouldn't be able to manage. 

So instead, we'll likely stretch this out longer than expected.

Debt-to-GDP hasn’t even begun to roll over. 

We’re still early (unfortunately).

If you pick stocks well, 

you might outrun this. 

But most people with passive portfolios 

or retirement funds, won’t. 

Even those who “did everything right” will quietly fall behind.

Expect turbulence— rising tariffs, wars/geopolitical chaos, bond markets behaving like crypto, reshuffling alliances as the world moves away from globalism, redefining trade. 

Big moves, sudden reversals, and headlines driving intraday swings. Volatility is no longer limited to risk assets.

What can you do?

If your wealth is tied up in your 

home, business, or retirement fund, 

you’ve got limited flexibility. 

If possible, we think allocating 

free cash-flow /investment funds /savings, 

to gold and/or bitcoin could be a REALLY wise move. 

These are the most effective hedges we have against 

inflation and long-term currency debasement.

Oh, and to be VERY clear, NONE of this is investment advice ('disclosures' page otw).

Don't be surprised when the next wave of MASSIVE money printing is kicked off by another significant drop in the market later this year. The time to reposition is before the policy shift- not after.

For now, stay alert. more mail soon.

- Gold as global reserve currency

- How to understand and hold 

real digital assets 

- all eyes on US

- portfolio Gems

- Bitcoin +

- China

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