Doug Casey's Crisis Investing
Dear Investor,
I've been in this game for a long time, and I've seen a few things. But what's coming now? It's unprecedented. We're not just talking about a recession or even a depression. We're looking at the collapse of the entire global monetary system. And let me tell you, it's going to make the Great Depression look like a picnic.
Here's the thing: the U.S. dollar isn't just America's problem. It's the world's reserve currency. When it goes down - and mark my words, it will - it's taking the whole world with it. Think about it. Every major country holds dollars. Every commodity - oil, gold, you name it - is priced in dollars. When the dollar collapses, it's going to be a worldwide catastrophe.
Now, I'm not just pulling this out of thin air. Look around. We've got a powder keg in Ukraine that could explode into a full-blown war between NATO and Russia any day now. China's eyeing Taiwan, and the Middle East is always one spark away from igniting. Any one of these could be the trigger that sets off a global conflict. And guess what happens in major wars? Governments print money like there's no tomorrow to fund their war machines. It's a recipe for hyperinflation on a global scale.
Remember what happened in Germany in the 1920s? People were using wheelbarrows full of cash just to buy a loaf of bread. The middle class was wiped out practically overnight. Their life savings? Gone. Poof. Just like that. Now imagine that happening not just in one country, but all around the world, simultaneously.
I was in Argentina right after their peso collapsed in the early 2000s. Bank accounts were frozen, and people couldn't access their own money. It was chaos. But that was just one country. What we're facing now could make that look like a walk in the park.
But here's the kicker - it's not all doom and gloom. At least, it doesn't have to be for you. If you understand what's coming and position yourself correctly, you can not only survive this crisis but come out way ahead.
Think about it. In every war, in every crisis, there are winners and losers. The losers are the ones who don't see it coming or don't know how to prepare. The winners? They're the ones who understand the situation and take action. When currencies collapse, when governments fall, when the world reshuffles - that's when fortunes are made. And lost, of course. But, if we can help it, we're not going to be on that side of the equation.
Crisis Investing: Prepare. Protect. Profit.
To help you navigate these treacherous yet opportunity-rich waters, we present Crisis Investing, our premium investment research service. Led by legendary investor Doug Casey, who literally wrote the book on profiting from times of crisis, Crisis Investing provides you with expert analysis, specific investment recommendations, risk management strategies, and a global perspective.
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Doug Casey and his team bring decades of experience in identifying and profiting from crisis situations. They provide in-depth analysis of the unfolding global economic and political landscape. We focus on resource stocks, particularly in the gold sector, that offer the potential for explosive gains. These are often overlooked, undervalued companies poised to benefit enormously from the coming changes.
While we seek outsized returns, we also emphasize prudence and capital preservation. Our goal is to help you keep what you have while positioning for significant gains. We look for opportunities worldwide, helping you diversify your investments geographically and potentially sidestep domestic capital controls.
But Crisis Investing is more than just an investment newsletter. We recognize that the challenges we face go beyond finance. That's why we've created phyle, our private member community.
Phyle - Our private member community
Phyle is our response to the broader crises we face - from the erosion of personal freedoms to the degradation of education, health, and social systems. Not to mention, the anticipated breakdown of global supply chains. It's a community of like-minded individuals working to navigate the challenges of our time.
At the core of phyle are five key tenets. First, we emphasize radical personal responsibility - taking control of your life and making conscious decisions, rather than seeing yourself as a victim of circumstances. Second, we focus on protecting and growing your capital.
Third, we guide you in disconnecting from centralized systems. Reducing dependence on centralized services - from banking to food and energy - is key to maintaining your freedom and security in uncertain times. Fourth, we advocate achieving financial independence by developing multiple income streams and reducing unnecessary expenses, ensuring you're not vulnerable to economic shocks or loss of employment.
Finally, we emphasize the importance of building strong relationships. In the coming years, having a network of trustworthy people around you will be invaluable. We facilitate connections among like-minded individuals both virtually and locally.
Membership in Phyle is included with your Crisis Investing subscription.
For those seeking the highest level of engagement, our VIP Level includes all Pro benefits plus access to private placement opportunities (for accredited investors) and small group Q&A sessions with Doug and the team.
Private Placement Opportunities
Something Doug Casey has pointed out many times on our podcasts and elsewhere is that the best way to invest in resource stocks is through private placements (PPs) rather than in the open market. That's because resource companies are inherently risky. But, with PPs, you can de-risk them to some degree and greatly increase your upside.
The reason is, private placements are often (though not always) done at a discount to the current market price. Depending on the price of the stock and how badly a company needs money, it can be 5%, 10%, even 15% or 20% below the current market.
Second and by far most important is that you almost always get a warrant attached. A warrant gives you the right, but not the obligation, to buy another share at a fixed price. Warrants are critically important. If your speculation pays off, they let you capitalize on the upside even after cashing out your initial investment by selling the shares once they become tradable. This also means that if something goes wrong and it doesn't work out, your initial capital remains safe, and you won't lose a penny.
This is exactly why Doug likes to say that the ideal portfolio consists solely of warrants. And that's also why we've been actively seeking out these PP opportunities to share with our VIP/Founder members. While there's no set schedule for these, when Doug finds something with the odds heavily stacked in your favor right from the start, we make it available to them.
Is being a VIP/Founder worth it?
If you plan to participate in the PPs, absolutely. To illustrate, in May of this year, our VIP/Founder members had the chance to participate in a PP for Midnight Sun (MMA.V). We also subsequently recommended this stock in our Crisis Investing newsletter. If you bought it then, your position has already doubled. Not bad. But for those who joined the private placement, their position is up more than 170%. That's because as part of the private placement, investors received a full three-year warrant on top of the shares.
If you invested $10,000 in this one deal, you are up 8x the cost of the subscription.
Weekly VIP/Founder Member Calls
The second great benefit of the VIP subscription is our weekly Zoom calls. Sometimes we feature guests like Jim Rogers, David Webb, and other high-profile individuals who help our members thrive in this world of ongoing crises.
Our recent guest, for instance, Morgan J. Poliquin, CEO at Almaden Minerals and head of other Poliquin family mining companies, shared some pretty shocking information about current changes in the climate and what they might mean for us, along with how to prepare for them. [Of course, we’re not talking about so-called “man-made global warming”. What Morgan shared with us is both real and serious.]
At other times, it's just us, the VIP/Founder members, sharing what we're seeing on the ground from various locations worldwide. Many members have already moved abroad, hold multiple passports, maintain foreign bank accounts, and so on. So, when someone faces a specific issue, getting recommendations from other members can be extremely valuable.
We delve into current events - what's happening now, what it means for us, and what actions we can take. We also discuss investment ideas that go well beyond what could be covered in the newsletter.
These weekly conversations have proven incredibly productive and profitable, beneficial for both peace of mind and our net worth.
Yes, the private placements are fantastic opportunities, but over the last 18 months, these weekly calls have proven more valuable to me personally than just about anything I can think of. They've fostered real relationships and genuine friendships. So, if you're looking to expand your network and tap into the valuable experience and expertise of like-minded people, you'll love these calls.
With Crisis Investing and phyle, you're not just getting investment advice - you're gaining access to a comprehensive system for navigating and thriving in the coming years of crisis. You'll be part of a community focused on finding practical solutions and creating parallel structures to protect your wealth and freedom.
The opportunity before us is significant, but time is of the essence. The global financial system is changing rapidly, and you need to act now to position yourself for what could be the last and most profitable gold bull market in history.
Click the link below to subscribe to Crisis Investing
Prepare, Protect, Profit.
The Crisis Investing Team