Five Strategic
Gold Plays for Your Long-Term Portfolio

The falls you’re seeing in gold right now are an EXTREMELY bullish signal…

And if this ‘rogue fund manager’ — whose private fund has beaten the gold index three times over since 2019 — is right…we could be looking at a gold run that dwarfs the 1970s.

He says you should use the latest pullback to buy five gold stocks that may not trade this cheap again for decades…

Dear Reader,

Right now, you're paying the price of the most extreme intervention in the financial markets in history.

The US alone has pumped US$5.2 trillion of new money into the economy since March 2020.

That’s more than they spent on the Second World War.

And more than they’ve spent on every war since — COMBINED.

Here in Australia, the federal government has spent an amount equivalent to 20% of our GDP on stimulus measures.

This is flat-out bonkers.

It’s intervention on a scale we’ve never seen before.

It’s also why inflation is at a 39-year high.

Now governments and central banks are drastically trying to stop it. They've slowed the printing presses. They're raising interest rates.

On cue, everything from tech stocks, bonds, cryptos, and indeed gold…fell.

There are two ways to go from here:

  1. They will stay the course, rein in spending, and balance the books…and in doing so bring on a painful recession and huge unemployment.
  2. Or as soon as things get hard…they will about-turn and go straight back to the printing presses…restoking inflation.

I believe it will be the latter.

And it will lead to one thing…

A renewed bull market in
gold and gold stocks

My name is Brian Chu.

I run a rather unusual, private investment fund called The Australian Gold Fund.

It’s dedicated solely to a very 'niche' kind of gold stock.

As far as I know, The Australian Gold Fund is the only private investment vehicle of its kind in the country.

Which is bizarre — when you consider that Australia is now the largest gold producer in the world.

And gold demand is at its highest level in two years.

I believe demand for the precious metal will continue to flourish in 2022 (it grew 10% in 2021 alone).

And that the gold price will move up with it.

This is typically what happens when inflation reduces the purchasing power of paper money.

And as I write, inflation is growing at its fastest pace in Australia since 2014.

But as worrying as inflation is...and as good a store of value as physical gold is...I’m not writing to convince you to buy it (or more of it).

There’s another way
to play this uptrend

And I think you should look at it.

In previous times of economic turmoil, this niche gold investment has amplified the returns made by physical gold many times over.

For example, when the Federal Reserve pumped newly created money into the US economy after the 2008 global financial crisis, gold did really well.

It went up 57% in two years.

But some Australian ‘niche gold’ investments did much better.

Over the same period...

  • One niche investment went up 436%
  • Another went up 800%
  • And a third went up 2,943%

Now, past performance is not a reliable guide to future results. Not every niche gold investment goes up as much as these did. After all, we're talking about gold mining stocks, which are risky.

But this is what can be possible with these kinds of investments...

It’s why 85% of my family’s money is
currently invested in a handful of these
strategic gold investments…

…and with great results so far.

This (figure in green) is the performance of The Australian Gold Fund since its formal inception in August 2019 up to 13 May 2022:

...

Like I said, there are no direct competitor funds in Australia.

So I measure my fund’s performance against the key benchmark index for Australian gold companies instead — the XGD.

And — even though I don’t get every pick right — I’ve TROUNCED it.

  • While the XGD Gold Index is DOWN -17.6%… my fund is UP 9.2%.
  • That's an outperformance by a factor of THREE.

Is there better to come for strategic ‘niche gold’ investments?

I believe so.

And I’ll tell you why in the rest of this letter.

But in a nutshell, I’m looking to add to my positions over the coming 12 months.

And I’m inviting you to come along for the ride...

If this sounds like something you’d be interested in, I’d be happy to share my gold investment strategy and model portfolio with you.

You can even get started today with five niche gold investments I’ll tell you about in a newly updated research report I’ll send you by email.

It’s called: ‘Five Buys for Your Niche Gold Portfolio’.

You can copy my strategy position-for-position if you like.

You don’t need to invest as much as I have.

You could pivot into this gold-related investment with a small portion of your capital — whatever you like.

Bottom line: if things pan out the way I expect them to — with history as our guide — you could outperform your other holdings several times over in 2022 and beyond.

Take a look at this chart of the gold price (inflation-adjusted) exploding higher after the 1930s…in the 1970s…and after 2008:

...

Understanding what’s going on here might be the most important thing you can do for yourself, your family, and your investments right now.

Because all the signs point to history repeating itself in the coming months.

Which is why NOW is the time to act

The U.S. is about to experience one of the greatest inflationary periods in world history.

Peter Schiff

In US dollar terms, gold has risen 12.5% since March 2020.

That’s good.

But it hasn’t really ‘popped’ yet.

I think it could be about to, though.

The fact that gold demand just hit its highest level in two years is one factor.

Inflation hitting an almost four-decade high is another.

That’s why I believe it’s a great time to begin accumulating a handful of world-class gold companies and tucking them away in your portfolio.

I have five perfectly placed investment recommendations you can jump on right away.

You’ll find all the details in my report ‘Five Buys for Your Niche Gold Portfolio’.

If I’m right…if history repeats…you might have a lot to be happy about 12 months from now.

But what history, exactly?

Well, I’m talking about the events that led to these three run-ups in the gold price over the last 100 years:

...

The first spike in the 1930s was caused by the Great Depression.

On 29 October 1929, the US stock market lost 11% of its value at the opening bell.

Soon every economy in the world was staring down the barrel of a brutal economic downturn…followed by mass unemployment…civil unrest…and social instability.

In response, governments did what governments always do…

They sacrificed their currency.

Between 1931 and 1934, virtually every major nation on the planet sought to manipulate the value of its currency down.

Britain was first. The US followed. Then the rest of the world…

Governments intervened to fight the crisis…devalued their currencies…and gold soared.

In fact, the US revalued gold from US$25 an ounce of gold to US$35 in a matter of days back in 1933!

Not only that, but certain gold stocks went to the Moon — even as other stocks crashed.

Look at this chart:

...

The red line shows the US’s Dow Jones over roughly 10 years from 1924.

As you can see, it collapsed in late 1929 following the Wall Street crash.

Now check out the black line.

It shows what happened to the share price of Homestake — the US’s then premier gold miner.

Between 1929 and 1933, as the stock market fell by 73%, shares in Homestake went UP 474%.

That could have turned a $10,000 investment into almost $60,000 — before costs — during the worst economic downturn in history.

Dome Mines — another gold company — saw its stock rise by a whopping 558% over the same time frame.

Of course, this all happened a long time ago. And it happened in another country (Australia didn’t even have a stock market until 1938).

So to be clear: I’m not guaranteeing a repeat here.

I’m showing it to you just to highlight a pattern and a process that turns up repeatedly through modern history.

  1. A crisis strikes
  2. Governments respond with devaluations, bailouts, and money printing
  3. Gold soars in response
  4. And certain gold stocks go up more

We saw it again in the 1970s…

To create a new prosperity without war

That’s how President Richard Nixon described his decision to take the US dollar off the gold standard in 1971.

It’s now known as the ‘Nixon Shock’.

It was the same story as the 1930s…

The Vietnam War had put the US under huge financial strain.

Inflation was rife.

Nixon thought the way to solve the problem was to ‘suspend’ the convertibility of the dollar into gold.

But it made matters worse.

His move unleashed a huge binge of government spending…borrowing…and money printing.

This led to greater instability…volatility…social disorder…and much higher inflation.

Wharton professor Jeremy Siegel called it:

The greatest failure of American macroeconomic policy in the post-war period.’

High inflation in the US was quickly exported overseas.

We got our own taste of it right here in Australia.

Between 1970 and 1981, inflation soared — crushing savers and wiping out billions of dollars in real wealth.

For much of that period, stocks tanked.

Between 1969 and 1976, the All Ordinaries crashed by 34%.

But what happened to the dollar in your pocket was worse.

According to the Australian Bureau of Statistics, inflation in the 1970s sent the price of everyday goods soaring a staggering 194%!

That means what cost you $10 in the 1970s set you back $29.50 by the end of 1981.

It seemed like every time you turned your back, your bank savings lost more of their value. Every single day, you became a little poorer.

Unless you owned gold.

Between 1970 and 1980, the gold price soared by 1,607%.

Business Insider says:

The world didn’t end in the 1970s, but double-digit inflation, oil price shocks, a weak dollar, and political instability made investors fearful and nervous. With rising fear and uncertainty investors bought more gold, since it is a tangible store of wealth. As the ’70s drew to a close, people stampeded to own it.

But what of gold stocks?

Some of them soared.

Here’s what happened to several US and Canadian gold stocks between the end of 1978 and the peak of the gold mania in September 1980:

...

You can see just how profitable a move up in the spot price was for some investors willing to take a risk and who bought and sold at the right time.

Well, I believe the ‘right time’ is upon us once more.

A perfect mix of runaway inflation, loose money, and political unrest could send gold up — and some gold investments to the Moon…

…rewarding investors who get their timing right over the coming weeks and months.

Now I can’t guarantee you’ll see similar results from the companies in ‘Five Buys for your Niche Gold Portfolio’.

But you can clearly see the pattern recurring in the 1970s, can’t you?

We saw…

  1. A panic
  2. Intervention on a huge scale
  3. Money printing
  4. Inflation
  5. And a gold and gold stocks bull market

And reader, the same thing is happening right now…we just haven’t got to stage five yet.

Last example — because I’m sure you’re getting the point…

It happened again in 2008

In September 2008, investment bank Lehman Brothers declared bankruptcy, plunging financial markets into chaos.

The US authorities responded with the biggest round of bailouts in history.

In the space of a few months, central banks, led by the US Federal Reserve, pumped trillions into the financial system.

Just as in the 1930s and 1970s, that sent gold rocketing — here’s a chart of the gold price (in US dollars) post-2008:

...

Some gold stocks shot up even quicker.

Even Australian miners got in on the act this time.

  • Subiaco-based producer Perseus Mining’s stock price jumped up 436% in just two years from the market low in March 2009…
  • Alkane Resources jumped up 800% over the same period…
  • And Northern Star Resources, one of the biggest producers in Australia, rocketed up 2,943% — turning a $5,000 investment into $152,150 before costs!

Like I said, you get the point.

Same pattern. Same outcome.

So I want you to consider what’s happening in the financial system right now…

  • High and rising energy prices everywhere. Gas, coal, and electricity prices are now at their highest levels in decades…
  • Major global supply chain issues caused by COVID are creating huge headwinds for the economic recovery…
  • Inflation almost at a four-decade high and expected to persist through 2022…
  • US government debt recently passed US$30 trillion for the first time ever — which is 125% of GDP.

All of this has been building over the last two years, in the wake of trillions of newly minted dollars being pumped into the financial system to stop it from keeling over.

Now ask yourself:

Can things really go back to ‘normal’ after this?

Can we really expect no further consequences from what we’re seeing?

We both know the answers to these questions.

And as you’ve seen, the lessons of history are clear…

This is a perfect storm for gold

And governments know this!

You may not be aware of this, since it wasn’t really reported in the mainstream media…

Central bank buying of gold hit a 31-year high in 2021.

Says a lot, doesn’t it?

Why do you think they did that?

More importantly, if central banks have been quietly turning their attention to gold these past few months…

Shouldn’t you?

And yes, I know there’s a simple way to position yourself for the bull market I see coming.

And that’s to do what central banks are doing: load up on physical gold in the form of bullion and coins.

Frankly, that’s not the worst idea in the world.

But if you did that with ALL your investable money right now, I think you’d be missing a huge opportunity.

To my mind, there hasn’t been a better time in the last 13 years to take a position in a handful of specific ‘niche gold’ investments.

And look, I’m not saying it’s easy.

Nor is it risk-free.

Gold stocks are speculative and can be highly risky.

When you read my research, you’ll see how I try to talk you through that risk and give you my best ideas on how to manage it.

It’s all there for you in the pages of my newly updated report…

‘Five Buys for Your Niche Gold Portfolio’

FTIR

In my gold briefing, you’ll find the details of five high-potential gold investment recommendations to get you started.

In my considered opinion, these five investments will position you well in the event of a major run-up in the gold price.

These are the gold investments I would want to own if I had no exposure to the sector right now.

Remember, you don’t have to commit as much of your capital as I have to this niche.

But I repeat:

If this situation evolves as I expect, I wouldn’t be surprised if these investments outperformed everything else in your portfolio over the next 12 months.

Download your copy today and you’ll learn all about...

  1. An established gold producer seeking to join the top-tier players. This producer has an innovative ‘large for small’ growth strategy that has put it firmly on the path to becoming a leading international gold producer like Newmont, Barrick Gold, and AngloGold. It’s a VERY good time to acquire shares in this company…
  2. A gold producer that pays one of the best dividends in the industry. This proven producer has a great track record as a steady, low-cost performer. It has overcome a series of obstacles over the past few years, but its path to growth looks clear from here. This is definitely one to grab before other investors pick up the scent…
  3. A mid-tier gold producer that looks like a superstar-in-waiting. This company has a stake in a large mine out in Western Australia. The mine went from discovery to pouring its first gold in just over five years — something that usually takes 15! With an aggressive asset acquisition plan, this will most likely not be a mid-tier player much longer. Tuck in now!
  4. Possibly our next multibillion-dollar gold producer. This company has possibly the highest-grade gold deposit under development in Australia. The company has received full funding to bring the mine into production. Now is the time to get in — before it pours its first gold…
  5. An ETF that tracks the gold price in Aussie dollars. Why not US dollars? Because the AUD has been weak recently, so any rise is likely to be higher and faster in response to the underlying asset price than a USD-based ETF. If you’re just looking to get quick exposure to a rising Aussie dollar gold price, this is the ETF you want.

Download your copy of ‘Five Buys for Your Niche Gold Portfolio’, and you’ll get the names of these companies, their stock codes, buy limits — the whole works.

Just think, you could be tucked into each of these before the market opens tomorrow! Every day missed at this point is an opportunity squandered, in my view.

You’ll also get my full research on each of the investments including my analysis of their operations, financial health, and future prospects…as well as the associated risks.

So what does the report cost?

Well, for detailed investment research and five hot gold recommendations like these, I would ordinarily look to charge you a four-figure sum.

But today, I’m going to waive that.

Today, I’ll send you a copy of ‘Five Buys for Your Niche Gold Portfolio’ at no additional charge…when you take a subscription to my monthly gold investment newsletter…

Strategic Intelligence Australia

My report will help you get started…

In a boom that’s just getting started.

In my view, the gold story is just taking off now. It will be one of the biggest investment themes of the next 12 months and most likely longer.

Over the coming months, I want to guide you to what I believe are the most promising gold investments in Australia.

But there’s so much more to Strategic Intelligence Australia than that…

Ably assisted by co-editors Nick Hubble and Jim Rickards, we will dig deeper than the mainstream financial industry ever dares…

…to bring you quality investment insight and ideas you will struggle to find anywhere else in Australia.

Nick Hubble

Nick
Hubble

Nick — a triple graduate from the prestigious Bond University — worked at Goldman Sachs during the height of the last financial crisis in 2008.

And for the last 12 years, my globetrotting co-editor has edited successful investment newsletters both in the UK and here in Australia…

…where he’s free to deliver his smart and refreshingly direct take on developments in the global markets and how they affect your wealth…now and in the future.

Jim Rickards

Jim
Rickards

Jim Rickards — the globally renowned figurehead of our publication — is known the world over for his frightening intellect and razor-sharp financial insight.

Jim’s a lawyer, economist, and investment banker with 35 years of experience working in capital markets on Wall Street.

He’s been an adviser to the CIA and the Pentagon and devised financial war games scenarios for the White House.

Aside from Jim’s many internationally published works, he’s probably most well known for being the principal negotiator of the rescue of Long-Term Capital Management by the US Federal Reserve in 1998.

There’ s no shortage of pedigree here.

And it’s all focused on delivering an investment strategy aimed at protecting what you’ve got…while building your portfolio returns no matter what’s happening in the markets and the world.

In each monthly issue of Strategic Intelligence Australia, you’ll discover:

  • Opportunities to grow your wealth in the face of the growing threats stacked against it…
  • Investments to add to your portfolio…and those to remove…
  • What to pay for the assets you buy…
  • What risks are currently circulating in the economy and the markets…
  • And what the potential rewards could be, should we be right…

I look after the gold investments in the Strategic Intelligence Australia portfolio…

Jim, Nick, and I agree that gold is one of the most important components of our investment strategy — maybe even THE most important part.

And that’s because of its historically important role in the financial system…and its universally accepted wealth-retention properties.

When I add a new gold stock to the Strategic Intelligence Australia portfolio, you will receive my full investigation and analysis of the company.

It’s important to me that you can see the depth of research that goes into each new recommendation I make.

I hope it gives you peace of mind when you’re making an important decision about where to invest your money.

After all, these are important times.

At Strategic Intelligence Australia, we believe:

  • Your wealth is not safe right now from unscrupulous bankers, politicians, and policymakers.
  • Financial experts and economists do not always act in your best interests.
  • They have used the fiat currency system to silently steal your wealth from you.
  • One of the best ways to fortify and grow your wealth in times like these is through gold, precious metals, and related stocks.

Now, I’m not saying it’s easy to find gold investments that are worthy of your money.

And I’m definitely not saying it’s risk-free.

But we’re here to guide you.

I have an approach that has been proven to work

I have confidence in Brian Chu’s thorough research he gives with each new recommendation. I am expecting to make money in the coming gold bull run. I am impressed he is a seasoned investor himself in the gold markets and has many years’ experience in this field.

Anne, Bridge Creek, VIC

And, of course, we have a great home-grown advantage...

Not only is Australia the world’s second-largest gold producer, we also have more known gold resources than any other country in the world.

Around 16% of all the gold on the planet is buried under our red Aussie earth.

Suffice to say, the gold industry here is HUGE.

But not just that.

It’s teeming with smart people, innovation, state-of-the-art technology, and more.

Some of our world-class miners are worthy of investment, even when the market conditions for gold aren’t all that favourable.

But in a market that looks like it’s getting ready to soar?

Trust me, it’s a great time to get involved.

That’s why I hope you’ll take a look at Strategic Intelligence Australia.

You can do that by scrolling down and clicking the button at the bottom of this page.

There are more than 200 gold-related stocks listed on the ASX. If gold hits a new high as I expect it to, some of these companies will most likely soar in value over the coming months.

Which ones?

I’m reviewing several prospects right now for the newsletter — quite aside from the ones in my research report, ‘Five Buys for Your Niche Gold Portfolio’.

Some of our gold producers look ready to rally to all-time highs…

And on the more speculative side, I’m looking at developers that could return great gains…

…IF they get the funding needed to build the plant and start turning resources beneath the ground into revenue and profits.

I stand ready to help you make the most of this moment

Four things I study before making a gold stock recommendation in Strategic Intelligence Australia

  1. Ore grade: Grade is king. I believe it to be more important than the size of the deposit. Building a mine costs a lot. The smaller the scale, the easier to get started. A high-grade deposit is like having a ramp to go up a cliff. It makes it just that much easier to climb up. How do we classify whether a grade is high or low? A rough rule of thumb is for surface ore to be more than 2.5 grams a tonne (g/t) and for underground ore to be more than 6g/t. These will cut down on processing costs substantially.
  2. Geology: A deposit with shallow ore is preferable. The company does not need to dig too deep to reach the gold and can save on production costs. Finding a company with a deposit which contains high-grade drill samples within 50m beneath the surface will boost your chances in making a multi-bagger return.
  3. Metallurgy: Gold ore exists in various chemical forms. Ideally, the gold is either in free-milling or oxide form, which is easier to extract. Refractory sulfide ore may have higher grades but requires a complex process and additional facilities to extract.
  4. Size of deposit: A large deposit allows for a long mine life, justifying the initial investment to build the processing plant and other facilities. Furthermore, a producer will be able to deliver more gold each year. Larger producers trade at a significant premium. A producer that owns a large deposit could deliver you a multi-bagger investment!

In other words: Grade, Depth, Structure, and Size. In that order.

And I’m confident I can do that, in the pages of Strategic Intelligence Australia.

Like I say, I have an approach that has served me extremely well over the years.

The ins and outs of it would bore most people (just ask my wife!).

But I study things like production and cost summaries, exploration budgets, drilling results, and more — see the box to the right >>>

I know exactly what I’m looking for on a gold company’s balance sheet (I’ve read hundreds of them).

And I know gold.

I know that it’s the one asset investors flock to — and cling to — in times of uncertainty.

We’re already starting to see that.

  • Gold demand is now at its highest level in two years…
  • Central bank buying recently hit a 31-year high…
  • Perth Mint just recorded its highest annual gold sales in 10 years…

What is this
telling you?

We are currently in the middle of a monetary crisis.

History tells us this is the environment in which the gold price soars.

And when gold soars, gold stocks — the companies who pull the gold out of the ground and bring it to market — can absolutely rocket.

So if you’re interested in gold…worried about the state of the economy…or thinking of diversifying…

…if you want some ideas about where to put your money in what could be one of the biggest gold bull markets of all time…

…then I’d urge you to make the Strategic Intelligence Australia newsletter part of your regular reading.

To organise that now, scroll down and click the button at the bottom of this page.

You’ll get all this…

A copy of ‘Five Buys for Your Niche Gold Portfolio’:

My newly updated report shows you a quick way to construct a niche gold investment portfolio to make the most of the next gold bull market. You’ll get a download link by private email as soon as I confirm your order today…

Exclusive access to Jim Rickards’ Fat Tail Portfolio:

A model portfolio of targeted recommendations to help guide your wealth through an ever-riskier global macro and geopolitical environment. This portfolio provides investment solutions to protect and potentially profit from inflation, the supply chain crunch, the food crisis, gold miners, the pivot to nuclear power, weakening stock markets, and much more…

Instant access to the Strategic Intelligence Australia model portfolio:

Including more live investment recommendations you can act on right away. Each investment idea is linked to full research where Jim, Nick, and I explain why we think you should buy.

A 12-month subscription to Strategic Intelligence Australia:

Each month you’ll get more investment ideas from Jim, Nick and I...more valuable research...more of Jim’s geopolitical insight...Nick’s Australian market analysis...my outlook for gold and precious metals...and more recommendations for your portfolio.

BONUS #1: ‘The Ultimate Bullion Buyer’s Guide’

In this report, I reveal what I believe is the perfect physical gold portfolio for people with $1,000, $2,000, or $10,000 to invest. I’ll also dive into gold’s important role in the history of money, how that history could be about to repeat, and what that might mean for the gold price…

BONUS #2: ‘The Best Way for Australians to Buy, Sell, and Store Gold’

In this report, I’ll show you how and where to buy physical gold in Australia. I’ll reveal the lowest-cost ways to get exposure to gold in a bull market. And I’ll explain whether bars or coins make the better investment for beginners. Finally, I’ll show you a handful of simple ways to store your physical gold safely.

BONUS #3: ‘The Australian’s Guide to Gold’s New Bull Market’

In your third bonus report, I’ll talk you through a gold investment strategy called the ‘Aussie gold quadrants’, then I’ll reveal how to build what I call your ‘personal gold standard’…

There’s so much value here
and it’s all yours

Like I said earlier, were I selling my ‘five stocks’ research separately, I’d most likely charge a four-figure sum for it.

Because I know the potential in these stocks.

(And I know how many hours I poured into it!)

But if you want to get your hands on my report today, you won’t pay anything like that.

In fact, I’ll GIVE you a copy when you take a subscription to Strategic Intelligence Australia.

One year of our newsletter costs just $199.

That’s around $16.60 a month.

And it gets you access to everything...

Our current model portfolio, all of our existing investment recommendations, all the bonus reports I just told you about, and all new geopolitical, financial, and investment research for the next 12 months.

...

$199 is a tiny price to pay for something that could position you perfectly to take advantage of what could be a major new bull market in the yellow metal.

But if you respond on this page, I’ll make that price even TINIER for you today...

Scroll down...click the button at the bottom of the page...

...and you’ll pay just $99 for your first year’s subscription to Strategic Intelligence Australia.

This is less than many people spend on Uber Eats in a week!

Why the extra $100 off?

Simply —

I feel that we’re at a tipping point

Just ask yourself:

  • How much longer can inflation — already at a four-decade high — continue to rise before there’s a knock-on effect in the gold market?
  • How much longer before the combined pressures of the supply chain crisis…the energy crisis…the Ukraine crisis…and the COVID crisis…cause the economy to topple…sending investors fleeing to the safety of gold?

If this happens — as it has several times over the last hundred years — gold stocks could soon start flying up.

World-renowned fund manager David Tice agrees. He says:

I would be owning gold, especially gold and silver mining companies. These companies have never been cheaper. Many are at single digit multiples yet have potentially 15 to 20% growth rate in earnings...but then you add on what we think is going to be a 20% annual increase in the gold price, and these companies are going to be outstanding opportunities.

The time to act on this is now.

Not tomorrow, next week, or next month.

That will be too late, in my view.

This is why we’re cutting the price of Strategic Intelligence Australia

To encourage you to act now.

And not miss out.

$99 is not much to pay for what could be the best and most timely investment you make in 2022.

Maybe the most valuable one too.

But this special offer is ONLY available to you right now, through this page.

And if you change your mind later?

That’s OK.

As long as you let us know in the next 30 days, we’ll cancel your subscription and refund your $99.

You can keep your copy of ‘Five Buys for Your Niche Gold Portfolio’, all the other bonus reports, and anything else you receive from Jim, Nick, and I in that time.

Think about what’s coming...and what’s likely to happen

Just ask yourself:

Remember, every single time a major crisis has occurred in the past…it has led to intervention, currency devaluation, and inflation.

Gold has always prospered in those circumstances.

Given what we face at this moment…it’s just good common sense to own it.

And if you want to be more aggressive, it seems like a good idea to buy a handful of gold stocks that are likely to soar in a gold bull market.

That’s why I’d urge you to use this window of opportunity to your advantage.

Click the button now and let’s get you started.

JOIN NOW

God bless,

Brian Chu Signature

Brian Chu,
Investment Director, Strategic Intelligence Australia

PS: How long before everyone you know is talking about gold being in a bull market (like we saw with Bitcoin [BTC] in 2017)?

If I’m right, I’m pretty sure you’ll kick yourself forever if you know — deep down — that you could have been early into some great investments but missed your shot.

Remember, you can get everything I’ve told you about today — as well as a whole year of Strategic Intelligence Australia — at a big discount through this page. You’ll pay just $99 for your first 12 months (one-third off).

And — for your peace of mind — at any point in the next 30 days, you can walk away with a full refund of your subscription fee if you change your mind about Strategic Intelligence Australia, for whatever reason.

Sound fair?

Click the button now to take the next steps:

JOIN NOW

PPS: Still undecided? Here are some answers to your possible questions…

Quick answers to help you
make up your mind...

Jim, Nick, and I developed this FAQs section because we believe in accountability, honesty, and transparency — about what we do and how we do it.

Please have a read. I’m sure it will address any concerns you have. If there’s still something you’d like to know, please send an email to support@fattail.com.au.

What will you send me?

Let’s run over this again — because you’re seconds away from unlocking a LOT of very valuable (and potentially lucrative) research.

First up, you’ll get your critical briefing: ‘Five Buys for Your Niche Gold Portfolio’.

You’ll get names…ticker symbols…a description of who they are…what they do…and my analysis of their potential and the key risks associated with them.

You will also get copies of these bonus reports:

  • ‘The Ultimate Bullion Buyer’s Guide’
  • ‘The Best Way for Australians to Buy, Sell, and Store Gold’...
  • ‘The Australian’s Guide to Gold’s New Bull Market’.

In addition, you get a 30-day, no-obligation trial period with your subscription to our investment newsletter, Strategic Intelligence Australia.

Is this a scam?

No. I’m real. Nick is real. Jim is real (Google him!). Our publisher, Fat Tail Investment Research, is real. We’re part of a publishing group that’s been around since 1979.

Our business is regulated in Australia by ASIC. Nick and I are fully accredited stock analysts, which means we’re able to give general investment advice in Australia.

Some people will no doubt be wondering if Strategic Intelligence Australia is a ‘pump-and-dump’ scheme…or whether I’m ‘front-running’ gold stocks.

No. Absolutely not.

But let me be clear: I also make a living investing in my own portfolio of gold stocks.

This is why I have partnered with Jim and Nick at Strategic Intelligence Australia. My role is to share my insights in analysing gold stocks so we can all generate outperforming returns.

You are not just hearing what I have to say. I am eating my own cooking at the same time. We rise and fall together.

Our in-house compliance team has a clear policy that we’re prohibited from trading on any stocks we recommend within three days of releasing a recommendation to subscribers.

I also report my portfolio movements to them regularly.

Remember, I want to sleep well knowing you are also a winner.

I get that people are sceptical. If you are, please read our newsletter over the next month as part of your complimentary subscription.

You’ll quickly see that this is the real deal.

What guarantees can you offer me?

No one can guarantee you success in the markets. If someone offers you this, run a mile.

There are no guarantees that the next gold bull run will result in mining stock gains similar to those mentioned in this report. 

The stock market is uncertain. There are always risks involved when you buy mining shares. You could lose some or all of your investment, so you should never invest more than you can safely afford to lose.

All I can do is provide the best defence against that uncertainty: meticulous research.

I have built a database of the key ASX-listed gold producers over the last four years. Some companies I know so well that I can give ballpark figures off the top of my head.

The market is fast-paced, and I like to exercise my memory (I am getting old!) by remembering figures and facts.

Yes, I actually do memorise the vital statistics of my favourite gold stocks and I play around with it in my head (it’s weird, I know!).

To convince you how fascinated I am with gold stocks, my mobile phone holds hundreds of files of company presentations and financial reports.

You will find more of these files than videos of my son!

Every so often, I will flick through them to refresh my memory.

Just a few days ago, a colleague emailed me while I was having lunch, asking me what the fair value was for a gold stock.

I picked up my phone and calculated the value off the top of my head. I wrote a quick reply and resumed eating.

OK, so not completely off the top of my head.

I did open the file I had saved containing the quarterly report (after I sent him my reply, but shh…) and voila, I was on the mark.

Of course, I CAN guarantee you that if you don’t like what you see, for any reason, you can walk away with a full refund any time in your first 30 days. 

What types of shares will you recommend?

I recommend many different kinds of Australian gold mining shares. Nick recommends other kinds of securities and assets — some financial, some non-financial.

We're both guided by Jim Rickards’ incredible wealth of knowledge, insight, and experience.

In terms of the gold investments I cover, I focus mainly on producers and more established gold stocks with market capitalisations ranging from $50 million to multibillion-dollar giants like Newcrest Mining.

My expertise is in mid-tier producers where I’ve made the biggest returns in my career.

These have a market capitalisation ranging from $100 million to $3 billion.

I also occasionally recommend developers and explorers with great potential, whether they are putting a processing plant over a deposit, or they have booked a substantial resource and waiting for a funding package to get things going.

In addition, I sometimes tip ETFs or recommend you acquire a holding of physical commodities — typically precious metals — depending on the fundamentals and the market conditions.

I will always remind you of this added risk whenever I recommend any investment.

How long will I have to wait to see results?

It depends…

My recommendations will mostly be on producer stocks, and I seek to find those that the market has mispriced. I will also recommend a handful of stocks where the company is building a mine and will produce in the next 6–18 months.

Occasionally, I will recommend a late-stage explorer that I think may be a takeover target.

Nick’s recommendations — and any based on Jim’s research — are typically a lot broader and tend to be longer-term strategic positions (hence the name of the newsletter).

The market is more driven by emotions and momentum rather than reason. Market cycles can run for longer than you may wish to hold on. Geopolitical machinations can take months — even years — to play out. So you may need to have some patience in as we ride the waves.

While we’re extremely fastidious in our research, you must understand that not every investment we recommend will go up (I wish!). Some will go down.

That’s the nature of the stock market, the commodities market, and financial markets in general.

What are the risks?

Smaller stocks, which I may recommended every now and then, tend to be much riskier than blue chips because they are more sensitive to news and announcements.

The value of these stocks can jump up rapidly but can fall back just as quickly.

I add that even large gold producers can be as volatile as small-cap industrial stocks. This is the nature of the beast that is gold stocks (and mining stocks in general).

All mining stocks are driven by the price of the underlying commodity.

In other words, if you are holding the stock of a silver miner and the silver price crashes, your holding is at risk of falling in value too.

On top of that, each company has their specific risks (i.e. operational, geographical, financial), so its price may not move in the same direction as the underlying commodity.

The mining industry is volatile. Commodity prices can crash, a mine can be suspended by government order, or management overpromised and failed to deliver.

And there’s the risk that Jim, Nick, and I are wrong about the direction the world is moving in and the resulting effects on financial markets.

We base our views on deep research, decades of insight, and access to a network of experts and like minds who know a lot about the world.

But that doesn’t mean we’ll call it right every time.

In other words, never invest more than you could comfortably afford to lose on any one recommendation.

How do I know that you have
my best interests at heart?

We have your best interests at heart because our interests are completely aligned.

Your subscription forms part of our remuneration.

You will only subscribe — and stay subscribed — if you like the research and make money from the tips.

If you don’t make money, you will unsubscribe.

If enough people unsubscribe, our newsletter closes…and we lose our jobs.

Therefore, it is in our interests to provide excellent research that makes you money!

What if I get stuck?

Don’t panic!

When you join Strategic Intelligence Australia, you’ll receive phone access to our customer service team, plus an email address where you can ask any questions related to your subscription (although we can’t give personal investment advice).

Be clear: Jim, Nick, and I want this to work for you.

We want you to see our monthly newsletter as an invaluable companion in the months and years ahead.

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