Our real asset stocks are up as much as 5x.

We think they could double from here in the next few months.

One of our silver recommendations is up 5x since April. Another is up 230% in just six months.

And a gold producer has climbed 335%—while gold itself “only” doubled.

We identified these deeply undervalued, debt-free, cash-gushing precious metals businesses while they were practically giving shares away. We said when the crowds finally noticed, the stocks would rocket up.

Now earnings are exploding and investors are piling in—yet these companies still look cheap.

Their revenues have surged so fast with rising precious metals prices that even after big gains, valuations remain low.

That leaves a narrow window to buy before they could double again—before this cycle ends just as quickly as it began.

Gold and silver companies are just one of the real assets we research in the 4th Pillar.

First things first, 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 in our book.

Why are real assets so important right now?

Because they’re the only reliable hedge against the inflation that inevitably comes from Washington’s runaway debt. Interest alone already eats almost 25 cents of every tax dollar, and the problem grows worse every year. History shows how governments “solve” this: by debasing their currency.

That’s why we’ve been pounding the table on gold for years. Central banks have been steadily dumping US Treasuries and hoarding gold instead—so much so that they now hold more gold than US government bonds. 

It’s the clearest signal yet that confidence in the dollar is unraveling. As a result, gold prices have surged, and the companies producing it have rocketed even higher.

And while gold itself still has a very long runway ahead, gold companies are entering the final, supercharged phase of this cycle—when valuations rise dramatically as investors pile in.

That’s when big money starts taking profits, momentum stalls, and the window for outsized gains slams shut.

This is exactly why we see the next few months as critical—the last, most explosive stage before this phase of the cycle ends.

And it’s also why we’re already turning toward the next real asset sector that looks just like gold did a few years ago: undervalued, ignored, and sitting on massive catalysts that could ignite the next explosive run.

Why is inflation the key consequence of a debt crisis?

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 the US reverses this trend, and restores faith in the dollar. Will real assets suffer?

Reversing course would be enormously difficult. It would mean restoring faith in the government, in Congress, and in the Federal Reserve itself. It would require an end to the constant dysfunction in Washington, plus a reversal of hostile policies like tariffs and sanctions.

Even in that best-case scenario, though, the outcome would not be bearish for real assets. Quite the opposite. A genuine economic boom—built on sound money, rational policy, and renewed confidence—would send demand for energy, metals, and other critical resources soaring.

That’s the beauty of buying at the bottom of the cycle, when these companies are trading for just a few times earnings. The downside is limited, because you’re already buying them cheap. The upside, whether inflation rages or the economy genuinely turns around, is enormous.

Even in that best-case scenario, though, the outcome would not be bearish for real assets. Quite the opposite. A genuine economic boom—built on sound money, rational policy, and renewed confidence—would send demand for energy, metals, and other critical resources soaring.

That’s the beauty of buying at the bottom of the cycle, when these companies are trading for just a few times earnings. The downside is limited, because you’re already buying them cheap. The upside, whether inflation rages or the economy genuinely turns around, is enormous.

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 literally not been this cheap in at least a century.

In summary:

  • Real assets provide tremendous upside during inflationary times.
  • They still provide some upside during an economic boom.
  • And because they are so cheap right now, a lot of the downside risk has already been taken off the table.

Does your investment research (called “The 4th Pillar”) focus on real assets?

Yes. This is our core investing ethos. But it’s more than just real assets.

Our premium investment research– which we call “The 4th Pillar”–  focuses on finding 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 are some examples of these undervalued businesses?

While it wouldn’t be fair to our paying subscribers to provide specific company names or stock tickers, here’s a few generalized examples:

  • A gold ore processor up 335% since we first researched it in 2023.
  • A silver company up 5x since we researched it in March
  • Another silver company up 230% since our April research
  • A South American oil company that banked a 43.8% profit in about a year, while paying a nearly 18% dividend.
  • A shipping company up 66% paying a 7.5%+ dividend.

What do I get as a subscriber to The 4th Pillar?

Subscribers receive a monthly research report, which typically outlines a new business on our radar.

We walk you through in significant detail the market dynamics, and why we see such growth, along with a deep dive into the company’s management, competitive advantage, risks, 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.

Right now there are still a total of 6 companies that are in our original target price range, plus several more we think are still great value despite rising.

Several of those are paying dividends between 10-20%.

Others have risen substantially, including, for example, a gold ore processor up 335%, a silver company up 400% and another up 230%.

How much does it cost to subscribe to The 4th Pillar?

Usually, the price of an annual subscription is $1,995.

But right now, we are offering a special promotion, an absurd 40% discount.

For a limited time, you can become a 4th Pillar subscriber for just $1195 per year.

The best part is you will lock in this price— you can continue to renew the annual subscription for just $1195.

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.

We have an iron-clad 30-day money back guarantee if you’re not satisfied for any reason.

30-Day Money Back Guarantee

And a full, easy refund if you’re not totally delighted​

Your membership in The 4th Pillar provides you with stock investment research you can only get through your membership.

If you’re not totally delighted with your membership in The 4th Pillar, you will receive a full, prompt, and courteous refund. In fact, you have 30 days to decide if membership in The 4th Pillar is for you.

If it’s not, just email our customer service team at [email protected]. Again, you’ll get a full refund. No phone call required. No second email. No questions asked.

P.S. Yes… you can use your retirement funds to invest in 4th Pillar companies.

The 4th Pillar investment opportunities are an excellent option for your retirement account. You can invest in all of these positions through any broker that works with retirement accounts.

You can invest whether you have an IRA, Solo 401k, or a self-managed superannuation fund.

The 4th Pillar” of self-reliance in the Schiff Sovereign ethos is financial independence – and that’s what The 4th Pillar is designed to help deliver. 

Join me, and let me help you attain your financial freedom.

Try The 4th Pillar risk-free with our 100% Money Back Guarantee.

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