The Iran war just opened up the biggest opportunity to invest in gold since 2023. 

Better yet, there’s a new way for ordinary investors to buy gold with the click of a button – and pay zero storage fees. Too good to be true? 

It’s legit. I met with their head of special projects in Beaver Creek, Colorado, late last year. They’ve got 140 tonnes of gold in a private vault to back their new offering. 

But I do not recommend this revolutionary new gold investment. Why? 

Because there’s a better way to own gold.

I’m Garrett Goggin. I’ve consistently told my readers how to play gold’s historic run – long before it went mainstream. 

It’s why Porter Stansberry, Founder of Stansberry Research, the largest publisher of independent financial advice, called me: 

“THE most knowledgeable gold investor in the world… If you want to maintain your standard of living… you have GOT to be allocated to gold. And there’s nobody better in the entire world to explain exactly how to do that [than Garrett].”Right now, four tiny gold stocks are trading at discounts as deep as 96% and could hand you potential gains of 10X or more. 

Go here for the full briefing on four deeply discounted gold miners before the next leg up

Consider the math… To double your money in gold, the gold price has to rise by another $5,000 per ounce. 

But these four undervalued stocks only need to rise to the fair value of the gold they already hold as proven reserves for you to potentially 10X your stake. 

Right now, they’re still selling at discounts of between 59% and 96%. 

If you want to profit from gold’s return to the world’s monetary system, that’s the kind of leverage that can move the needle on anyone’s wealth. 

Go here to learn about my top four picks for the coming gold mania

Best, 

Garrett Goggin , CFA, CMT 
Lead Analyst and Founder, Golden Portfolio 

It’s More Than Markets

Oil dropped 10% yesterday. If you panicked, read this. If you held, read this too.

Good morning,

Yesterday morning this newsletter told you Scenario C was live — Trump extends the deadline without action, markets whipsaw, patience is rewarded. At 7:23 a.m. Monday, Trump posted on Truth Social that the U.S. and Iran had held “VERY GOOD and productive” discussions toward “a complete and total resolution” — and announced a five-day extension of his 48-hour ultimatum, postponing threatened strikes on Iranian power plants until Friday, March 27.

Iran’s foreign ministry called the talks “fake news.” CNBC asked Trump directly: “Are you intent on making a deal?” Trump replied: “We are very intent on making a deal.” The New York Times described the exchanges as “in their infancy and lacking in substance” — but confirmed that multiple nations immediately launched diplomatic efforts upon hearing of even nascent dialogue.

WTI crude oil fell $10.10 in a single session — down 10.28%, its largest single-day percentage decline since the war began. RBOB gasoline fell 9.42%. Brent crude is trading at $99.78 this morning after briefly crossing below $97 on Monday’s close. The men who read yesterday’s letter, wrote down their Scenario C plan, and held their positions without panicking are sitting on a paper pullback on fundamentally sound assets. The men who panic-sold into Monday’s $10 drop locked in losses on positions that remain profitable at any WTI price above $70.

The new clock runs to Friday. Five days. Here is what you need to know.

Here’s what actually matters — and what you can do about it.

What Actually Happened Yesterday — The Full Picture

Trump’s reversal was Scenario C exactly as described: a deadline passed without action, reframed as diplomatic progress. The mechanism deserves honest analysis because it is the same mechanism that will produce the final ceasefire — and understanding it means you will not be surprised again.

Trump issued the ultimatum Saturday nightunder domestic political pressure — gasoline prices approaching $5.00 nationally, consumer confidence collapsing, Goldman’s recession odds at 25%. The ultimatum was designed to show strength and create leverage, not necessarily to be executed. When “very good talks” — however embryonic — gave him a face-saving rationale to extend, he took it. Al Jazeera’s Washington correspondent noted that the five-day extension “may indeed be Trump seeking a way out, having set a five-day deadline to assess the progress of talks”. The analyst from the Doha Institute framed it plainly: Trump’s declaration “might be a means of facilitating a dignified exit.”

Iran’s public denial of talks is the same diplomatic choreography this newsletter identified three weeks ago when analyzing the June 2025 Twelve-Day War anatomy — public maximalism maintained until the moment of announcement, private progress denied until it cannot be denied. Iran called the talks “fake news” on the same day that India’s Sensex opened 1,100 points higher on news of the pause — the market’s verdict on what the pause actually signals. NDTV confirmed Tuesday morning that “backchannel talks” between U.S. and Iranian officials have begun, with “Iran setting tough terms”. The talks are happening. The denial is theater.

The five-day clock now runs to approximately 23:44 GMT Friday, March 27. That is the next binary event. Between now and then, every diplomatic development — Oman’s role, Qatar’s role, Pakistan’s continued mediation, the specific guarantee language Iran is demanding — will determine whether Friday produces Scenario A (deal framework announced), Scenario B (strikes executed), or Scenario C again (another extension).

The $10 Drop: What It Means for Your Real Asset Positions

WTI at $89.10 after Monday’s close is not a catastrophe for the men who own domestic energy producers. It is the partial deflation of the ultimatum premium that was added to oil prices when Trump issued his Saturday night post. Here is the arithmetic that matters.

Before Operation Epic Fury began on February 28, WTI was trading at approximately $64–$66 per barrel. Yesterday’s close of $89.10 represents a 35–40% increase from the pre-war level — even after the largest single-session decline of the conflict. The Permian Basin producer with a $45–$50 break-even cost is selling into a market that is still $39–$44 per barrel above that break-even. Their profit margin per barrel is still approximately 80–90% above their production cost. The war premium deflated. The fundamental improvement in their business did not.

Brent crude at $99.78 this morning — partially recovering from Monday’s low — reflects the market correctly pricing that the war is not over, Hormuz is still partially closed, and the five-day clock is live. Prediction markets this morning price WTI at 62% odds of closing above $91 today— the market’s live estimate that $89 was an overshoot on the diplomatic relief and that physical supply reality will reassert.

The men who held through Monday’s drop are in the correct position for the correct reason. The men who sold at $89 after buying at $75 captured a gain — but are now watching the rebound and will face a more difficult re-entry decision. The men who sold at $89 after buying at $92 or higher locked in losses that the five-day clock may yet restore.

The Friday Deadline: Three Scenarios, Again

The analytical framework from Mondayapplies to Friday’s deadline with one important difference: this time both sides know the other’s bottom line more clearly, and the diplomatic infrastructure — Oman, Qatar, Pakistan, U.S.-Iran backchannel — is more active than at any point since the war began.

Scenario A by Friday: Deal framework announced. Iran’s core demand is a “permanent end” with guarantees against future strikes and compensation for war damages. The U.S. core demand is nuclear program constraints and Hormuz reopening. A framework that addresses both — even in outline, even with details to be negotiated — is sufficient for both sides to announce victory and for Trump to post “DEAL!” on Truth Social. Oil falls 8–12% on announcement. The equity market rallies 3–4%. Gold gives back $150–$200 of war premium. Your domestic energy positions pull back but retain fundamental value at any WTI price above $70.

Scenario B by Friday: Strikes executed.If backchannel talks collapse before Fridayand Trump strikes Iranian power plants, Iran has formally committed to deploying naval mines in the Gulf, targeting energy infrastructure across six Gulf nations, and striking Israeli power plants. This is the scenario the market is pricing at non-trivial probability — Brent’s recovery toward $100 this morning reflects that the physical supply situation has not changed and the conflict is not resolved. Oil spikes to $115–$130. The equity market falls hard. Your energy positions surge. Your gold surges. Everything else faces pressure.

Scenario C again: Another extension.Trump extends again if diplomatic progress — however embryonic — continues. This is actually the most ceasefire-consistent outcome: each extension gives the backchannel talks more time to produce the guarantee language that both sides need. A second extension would be read as a strong ceasefire signal and produce a moderate oil decline of 4–6%. Markets stabilize in a holding pattern until the final framework is announced.

The Real Assets That Are Still Working

This is Tuesday’s core — the tangible accounting of where each real asset class stands after 25 days of war and one 10% single-session oil drop.

Domestic energy producers. WTI at $89–$91 today, up 35–40% from pre-war levels. The fundamental thesis is intact. These companies are generating extraordinary free cash flow at current prices. The ceasefire does not eliminate that cash flow — it adjusts the price level at which it is generated. At $75–$80 post-ceasefire WTI, they remain highly profitable. The men who own them for the right reason — not as an oil-to-$150 momentum trade but as fundamentally improved businesses in a permanently repriced energy market — hold through Friday with clarity.

Gold. $5,020–$5,152 range over the past week. The 10% oil drop on Monday did not produce a proportional gold collapse — gold is holding its structural floor because the forces that support it at this level (wartime deficit spending, Fed frozen at 3.75%, dedollarization accelerating, Social Security trust fund moving toward 2032) are not resolved by a diplomatic extension. Gold’s war premium will deflate when the ceasefire is formal and verified. Gold’s structural bid will not.

Paid-off American real estate. The housing market’s transaction freeze — buyers waiting for rates below 6%, sellers unwilling to cut — will partially thaw on a ceasefire when mortgage rates briefly ease on the relief rally. The man who owns his home outright is holding an asset that has maintained its nominal value through the entire conflict, generates implicit rental income that is inflating with the market, and will benefit from the volume recovery when the rate window opens post-ceasefire.

Physical precious metals. Gold and silver held outside financial institutions — in a home safe, a private vault, or allocated storage — have appreciated in real terms throughout the conflict and do not experience the whipsaw volatility of paper positions or ETFs. The 10% oil move on Monday was a paper market event. Physical gold at $5,020 per ounce did not become more or less physically real when Trump extended a deadline.

Do This Today

The five-day clock runs to Friday. Your job between now and then is to execute the plan you should have written down yesterday — not to improvise based on each day’s headline. Specifically: confirm your energy position size is one you can hold through Friday’s binary event without making an emotional decision. If Monday’s 10% drop made you anxious enough to consider selling, that is information about your position size — not about the quality of the assets. Trim to the size you can hold with conviction, hold that size with discipline, and write down your specific decision rule for Friday morning. Do that today. The market will take care of itself between now and Friday. Your job is to have the plan ready before the event, not during it.

PS: Monday was the test. Oil dropped 10% — the largest single-session decline of the conflict — and the men who had a written plan executed it. The men who didn’t made an emotional decision at 10 a.m. Tell me honestly: what did you do when WTI hit $89? Did you hold, trim, or sell? And was that decision based on a written plan you made before the drop — or a reaction to watching the number move? There is no wrong answer. But the honest answer tells you everything about whether your portfolio decisions are being driven by your plan or your emotions. Hit reply. These are the conversations that matter most right now.
Note from Editor

Given recent market volatility and policy shifts, we believe the opportunity outlined above deserves immediate attention. We do not share partner research lightly — but in this case, the timing is difficult to ignore.

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