Why he might be about to break his own rule.
In partnership with Golden Portfolio | Warren Buffett is sitting on $325 billion in cash – his largest hoard ever. | Not because he wants to – but because he can't find value in the usual places. | Now, as US government spending spirals out of control, Buffett knows he's losing billions of dollars to inflation. | That's why I predict Buffett's next investment will catch millions of people off guard. | It's not another bank… railroad company… or more shares of Apple. | It's a gold company. How do I know? | Because the math doesn't lie: | You can buy the average gold developer for $30 and get back $13 a year
— | That's a 43% ROI annually. | Over 10 years, that's $130 on a $30 investment. | Tell me where else Buffett can get that. | But there's one specific miner Buffett likes best: | It's the best-managed major gold miner in the industry… Has massive cash flow… Is trading at a deep discount to fair value… Positioned at the heart of Trump's new mining push…
| Don't wait for Buffett to reveal his position in his 13F filing on February 17th… | Right now, you have the chance to front-run the greatest investor of all time. Go here and I'll give you the name and ticker – along with details on my top four small miners. | P.S. A lot of investors write in to tell me how much they've made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world's governments are not buying Bitcoin. They're betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn't create it?) will be a good bet… until it isn't. It may end up doing great. Or it may be eclipsed by any number of tech developments. | Meanwhile, gold will continue to do what it's done for almost 6,000 years of recorded human history: Protect wealth through chaos. | Go here if you want the name and ticker of Buffett's likely gold play… and details on my top four miners | |
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| | Gold Isn't Trading on Fear Anymore | Just this week, the financial headlines highlighted a key shift: gold is no longer moving only as a hedge against inflation or geopolitical stress. It's increasingly behaving like a strategic asset. | Here is the reality check: Spot gold is holding firm at $4,911. The recent pullbacks weren't a collapse. They were pressure release — amplified by margin hikes, not by disappearing demand. | Central banks are still buying. ETF inflows have resumed. And analysts across major banks continue to raise long-term price expectations, even as short-term volatility shakes out leveraged traders. | The recent pullbacks weren't a collapse. They were pressure release — amplified by margin hikes, not by disappearing demand. That distinction matters. Markets that are "breaking" don't attract tighter margin rules. Markets that are crowded do. | The Quiet Support No One Talks About | What's changed since the last gold cycle isn't sentiment. It's structure. Gold now sits at the intersection of: | rising sovereign demand persistent fiscal deficits fragile confidence in fiat discipline and renewed interest in domestic resource security
| Washington's recent moves to accelerate mining approvals and secure critical materials aren't about headlines. They're about supply assurance. | That's why gold miners are suddenly being discussed less like speculative bets — and more like cash-flow businesses. In today's market, many developers and producers trade at prices that imply stagnation — even as they generate real returns from assets the world still needs. That disconnect doesn't last forever. | | | | Why Buffett's Math Still Works | Buffett doesn't chase narratives. He waits for inevitabilities. Gold's role here isn't about betting on panic. It's about acknowledging limits: | governments can't cut spending easily debt doesn't shrink quietly confidence erodes faster than policy reacts
| Gold doesn't promise growth. It promises continuity. And historically, when large pools of capital can't find yield without risk — they rotate toward assets that preserve optionality. | That's how cycles turn. Not with fireworks. With allocation. | | | | A Calm Close | The most important signal right now isn't gold's day-to-day price. It's the fact that serious buyers haven't left — even after volatility, margin hikes, and headline noise. | Markets don't abandon assets they're done with. They abandon assets they no longer need. | Gold still has a job. And in an environment where cash is quietly punished and confidence is conditional, that job looks increasingly relevant again. | Not because of fear. Because of math. |
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| | Written by Deniss Slinkins
Global Financial Journal |
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