Schiff Sovereign: Strategic Assets
FIVE of the Most Compelling Gold Investments of June 2025
I want to tell you about an incredibly undervalued gold company that my team and I have found.
First thing’s first, this company boasts an experienced, diligent management team, and the business is incredibly profitable: it’s making an absolute fortune right now.
It also shares those profits with shareholders—the company pays a substantial dividend.
The company also has a pristine balance sheet with literally ZERO debt on its books. And right now it’s valued at only 2.5x this year’s earnings.
Best of all, we think there are some short-term catalysts on the horizon that could push the stock price up to much higher levels. So the company is cheap… but it probably won’t remain cheap for much longer.
The crazy thing is that this is just one of SEVERAL other outrageously undervalued “real asset” businesses that our team has identified. And this is the opportunity that’s in front of us right now.
Bottom line: gold is near its all-time high right now. But many gold companies are still extraordinary bargains.
Most of all, the extreme disconnect between the gold price and gold companies probably won’t last.
This opportunity is so timely that my publishing company Schiff Sovereign is launching a brand new investment newsletter called Strategic Assets focused exclusively on deeply undervalued companies in the real asset sector—like gold, silver, platinum, uranium, copper, iron, oil, etc.
And I want to invite you to join my community of investors and become a founding member of Strategic Assets.
In just the first edition, we’ll tell you about FIVE extremely undervalued companies that are primed for incredible growth. For example...
- I already told you about this highly profitable gold company that pays a substantial dividend, yet trades at just 2.5x forward earnings.
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A “picks and shovels” precious metals investment that pays a healthy dividend, has massive insider buying, and boasts an incredibly valuable investment portfolio
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A debt-free, cash-rich, dividend-paying platinum miner that continues to rake in huge profits. Given that platinum is already in a supply deficit, this company is poised to boom.
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A silver producer pumping out 18M+ ounces annually, trading at just 6.5x earnings. It's completely ignored by the market... and we believe there is a short-term catalyst for this stock to bounce.
Join now as a Founding Member of Strategic Assets.
Our introductory price is just $49 per month.
Every month Strategic Assets will showcase my personal, big picture macro outlook on what’s happening in the world… right now. You’ll receive the unfiltered, unvarnished truth with no punches pulled.
You’ll also receive our deep-dive investment research on completely overlooked companies in what we believe is one of the most important sectors in the world: real assets.
Our investment criteria are sacrosanct: companies are all incredibly well managed by talented people of integrity. Their balance sheets are rock solid. They are profitable– even at the lowest part of the economic cycle. I think you’ll be dazzled each month by what we provide.
We also want to interact with you—which is why we also offer a Q&A section, as well as some personal stories (which we hope our readers will share and participate in).
We also plan on setting up an easy platform so that investors in our community can interact and engage with one another… including with me and my team.
Best of all, as a founding member of Strategic Assets, you will be grandfathered in to this low price for as long as you remain a member.
My Personal Guarantee
Frequently Asked Questions
What are real assets?
Simply put, real assets are the most important and critical resources in an economy.
They include things like food, energy, essential minerals and metals, certain real estate, and productive technology.
Some people conflate “real assets” with “commodities” and we think that is intellectually lazy.
Certainly some commodities are absolutely critical and provide a vital function.
Oil is an obvious example. Without it, modern civilization doesn’t exist.
Sugar is a commodity too. But let’s be honest, the world would probably do just fine if there were less sugar. Hence, it is not a real asset.
The key question is, does it serve a vital function? If it does, it’s a real asset.
Why are real assets so important right now?
We’ve written extensively that there is simply too much debt in the world, and in the United States. The US national debt is now so large that simply paying interest eats up more than 20 cents out of every tax dollar collected.
And this problem grows worse every year.
There is a narrow window to fix this gargantuan debt problem and get America back on track. But even in that scenario, real assets still make sense, and I’ll explain why below.
However, in the event that this worrisome debt trend continues on its present course, real assets are among the best ways to hedge the primary risk of all that debt: inflation.
Why is inflation the key consequence of America’s massive national debt?
Throughout human history, governments have “solved” their debt problems by debasing the value of their currencies. In modern terms, that means that the Federal Reserve will likely create money at an astonishing pace.
Sadly this is far from unprecedented. They have a name for it. It’s called Quantitative Easing.
And through Quantitative Easing they created $5 trillion of new money during the pandemic.
The result of all that new money, as you most certainly remember, was the worst bout of inflation in four decades. And if the Fed printing $5 trillion created 9% inflation, how high will inflation get if the Fed has to print tens of trillions of dollars, to bail out the federal government?
Why are real assets such a great inflation hedge?
Central banks have the power to conjure trillions, or even tens of trillions of dollars, out of thin air.
But they do not have the ability to create a single drop of oil, a single square foot of farmland, a tiny scrap of gold… nor the power to generate ideas and disruptive technology.
It’s simple arithmetic. If a central bank creates trillions of dollars, and floods the economy with all that money, without a concurrent rise in the amount of goods and services that the economy produces, then prices are going to rise dramatically.
The central idea behind this thesis is to own the most important economic resources, i.e. real assets, primarily because they are both scarce, and vital.
Plus history tells us that real assets perform extremely well during inflationary times, as we saw both during the pandemic, and during the stagflation of the 1970s.
What if there’s a remarkable economic recovery?
If the US national debt continues to surge on this unsustainable path, the central bank will likely “print” trillions if not tens of trillions of dollars to support the federal government. This will be extremely inflationary, and real assets should perform exceptionally well.
On the other hand, if the US is able to slash the deficit, and boost economic growth through deregulation, hence avoiding a debt crisis, real assets should perform well in that scenario too.
Remember, real assets are the economy’s most important resources. Energy, for example, will be in even higher demand during an economic boom. And this is the case with many real assets.
What’s the best way to own real assets?
Some real assets, like gold, are easy to buy in physical form.
In most places, it’s straightforward to buy bars and coins. And you can do this with silver, and a number of commodities.
It’s a lot harder to do with others. Good luck ordering a bunch of physical uranium to your house. You’ll probably get a knock at the door from the federal government.
Similarly, it’s hard to own productive technology… you could always buy patents directly, but the market is illiquid and lacks transparency.
In many cases, a far better way to own real assets is to own the companies which produce them.
Why is right now such a good time to buy real assets?
While many other assets—like the share prices of popular companies—have traded for shockingly high valuations, many real assets and the companies which produce them are trading at laughably cheap, historically low, levels.
Relative to financial assets (like popular tech stocks and other blue chips), in fact, real assets have not been this cheap in more than a century.
Does your Schiff Sovereign Strategic Assets focus on real assets?
Yes. This is our core investing ethos. But it’s more than just real assets.
We find extremely high quality, well managed real asset businesses that are already profitable, often paying dividends, and have pristine balance sheets.
They are also NOT mega-cap businesses, so they are often overlooked by mainstream investment analysts.
The idea is that we want to own the best companies in the real asset space that can thrive in any condition.
What do I receive as a subscriber to Schiff Sovereign Strategic Assets?
Subscribers receive a monthly research report, which starts with my personal macro commentary about what’s happening in the world, and how it fits into our investing ethos.
Then, based on this analysis, we will typically outline a new real asset business on our radar that meets our strict investment criteria.
We walk you through the market dynamics in significant detail, and why we see such growth, along with a deep dive into the company’s management, competitive advantage, risks, short-term growth catalysts, and more.
Plus, we also include updates on previous research. And if there are important events in between monthly reports, we send out special alerts as well.
We’ll also take some time to showcase some “Plan B” strategies, including international diversification options, that can give you optionality in the face of potential disruption—such as capital controls, cyber attacks, and massive tax hikes.
How much does it cost to subscribe to Schiff Sovereign Strategic Assets?
We’re currently running an introductory offer which coincides with the launch of Strategic Assets. After this debut promotion, the price of an annual subscription will be above $1,000 per year.
But right now, the special introductory price is just $49 per month. And even after we raise the price in the future, your subscription will be locked in at that $49/month price for the life of your subscription. In other words, your price will never go up.
Is there an annual subscription option?
Yes. If you subscribe for a full year, your price is just $495/year, which is essentially 12 months for the price of 10. And just like the monthly, you’ll enjoy that price for as long as you are a subscriber.
Also, if you subscribe on an annual basis, we will send you a one-ounce silver coin for free. You’ll find more details on the order page.
What if I don’t like it, or decide it’s not for me?
No problem, we’re not interested in keeping anyone’s money if they aren’t satisfied with our research and strategy.
We have an iron-clad 30-day money back guarantee if you’re not satisfied for any reason.
Join now as a Founding Member of Strategic Assets.
Upgrade to annual subscription and receive a free silver coin!
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Schiff Sovereign: Strategic Assets provides independent research which should not be viewed as investment or tax advice, nor an offer to purchase securities.
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It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information contained in this report is based on our own research, opinions, as well as representations made by company management.
We believe the information presented in this report to be true and accurate at the time of publication, but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future. It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise.
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