Earnings360 Newsletter for 4/10/2025

There are 90 paper gold claims for every real ounce in COMEX vaults. Ninety promises, one ounce of metal. It's like musical chairs with 90 players and one chair. COMEX gold inventory dropped 25 percent last year alone as gold flows East to Shanghai, Mumbai, and Moscow. On March 31st, contract holders can demand delivery. When similar situations arose in the past, markets closed and rules changed. Paper holders got crushed while mining stock holders made fortunes. One stock sits at the center of this crisis.

As the U.S. approaches a major national milestone in 2026, some analysts are closely watching how existing executive authorities could influence economic policy and capital flows.

In a new briefing, a former government advisor outlines why a little-discussed statute is drawing renewed attention and how certain actions taken next year could have meaningful implications for markets and long-term investors. The presentation focuses on historical context, preparedness, and what to understand before events unfold.