We live in a fantasy world now; reality has been destroyed, and this is the time to pay attention because the probabilities are overwhelmingly on gold's side to increase its value.

In four historical periods of monetary crisis (1921, 1932, 1948, 1981), institutional investors held 20-30% of global assets in gold and gold miners; in 2024, that allocation is only ~1%, representing a massive underweight and opportunity.

Trump dealing with European nations individually rather than through the EU suggests a more decentralized system; the EU is unraveling due to racial, immigration, and economic imbalances that make unified action impossible.

The bottom line for portfolio positioning is: make sure your allocation to precious metals is greater than zero; anything more than zero beats the alternative of no precious metals exposure during monetary reset.