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The man polling second to become France’s next president has a plan for the national debt: throw it in the fire. Literally. Jean-Luc Melenchon wants to erase 636 billion the Bank of France holds — but that money was created out of thin air to begin with. If it’s never paid back, it doesn’t disappear. It becomes inflation.
Meanwhile, the US just crossed $40 trillion in debt, foreign buyers are quietly walking away from Treasuries, and Social Security cuts are six years out. We’ve seen this movie before — the 1970s. Gold went from $35 to $850 an ounce while the Dow lost half its value after inflation.
Governments can’t print more oil, copper, or wheat. That’s exactly why real assets matter right now.
Today, a lot of the companies that produce those real assets like metals, energy, food, and the ships that carry them, are still cheap.
We find them for subscribers of our investment research newsletter, Strategic Assets.
Gold and silver moved first, as central banks started diversifying out of the dollar. A small silver producer we featured in April 2025 rose more than 10x in ten months. A gold producer has gone up 5x, yet it’s earning money so fast that the stock is cheaper against its earnings today than the day we wrote it up. It pays a dividend, too.
Now the rest is showing life. A zinc producer we featured is up more than 150% in under a year. A tin miner is up more than 230% and trading at all-time highs. Two oil tanker owners we bought when nobody wanted them are up more than 150% and 110%, and one just reported the best quarter in its history.
Learn more about Strategic Assets here: schiffsovereign.com/strategicassets
