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Dear Fellow Traveler, Greetings… a few miles away from Fort Knox. It’s a place I’ve always wanted to see… All as part of a trip to Louisville. It’s a timely trip. You see, central banks continue to load up on gold like doomsday preppers who just got their tax refund. The same people who run the money printers are buying the one thing they can't print. It’s like McDonald's executives sneaking out for sushi. They know something about those nuggets, but they're not telling us. Here’s what you need to know… Big Purchases in MayLast month, May 2025, central banks bought another 36-40 tonnes of gold. Yes, that's DOWN from April's 45 tonnes. But it’s also like buying the large fries instead of super-sizing. China's People's Bank just logged its 18th consecutive monthly increase, adding another 10 tonnes. EIGHTEEN MONTHS STRAIGHT. That's not a buying program. It's a subscription service where the product is actual money. They now “officially” have 2,300 tonnes. India's Reserve Bank threw another 4-5 tonnes. Turkey's back in the game with 3 tonnes after a brief timeout. Even Uzbekistan and Kazakhstan are stacking gold… The De-Dollarization Party ContinuesDe-dollarization used to be something Ron Paul ranted about while everyone nodded politely? Not anymore… According to the World Gold Council, 81% of central banks plan to increase gold reserves next year. That's not a trend. That's a consensus. When you print money like CVS receipts, people eventually stop believing in the magic. Gold doesn't require faith. It doesn't need a government's promise. It just sits there, being Element 79 on the periodic table. It’s chemically impossible to disappoint you. Gold has zero counterparty risk. It can't default. It can't be hacked by some teenager in Belarus. It can't be "sanctioned" unless someone physically takes it from you. Remember Who Is BuyingWhat matters isn't the monthly volume… It's WHO'S BUYING. When the people who create money start trading it for rocks, maybe… just maybe… we should too. The countries that've seen what happens when you trust the global financial system are buying insurance that can’t be sanctioned away. Most importantly, they want physical gold. Not certificates. Not ETF shares. They want the actual metal in their actual vaults, where their actual guards with actual guns can watch it. Every tonne they buy is a tonne you can't. This creates what economists call, in their adorable way, a "soft floor" under prices. I call it "institutional FOMO with a printing press." When buyers have unlimited money and limited alternatives, prices go in one direction. You can't exactly roll up to the Royal Canadian Mint with a U-Haul and your Robinhood account. But there is the Sprott Physical Gold Trust (PHYS). This Trust gets you as close as legally possible without explaining to the TSA why your carry-on weighs 400 pounds. Here's why PHYS is great. It owns actual gold bars. Not promises. Not derivatives. Not "gold-backed" anything. Real gold, sitting in Ottawa, probably apologizing for taking up space. The tax treatment? Long-term capital gains instead of the 28% collectibles rate. That's like getting a discount on insurance for your insurance. You can theoretically redeem shares for physical gold, like having a "break glass in case of currency apocalypse" option. Will you ever use it? Probably not. You probably will never use that fire extinguisher, but you still wan one. Stay positive, Garrett Baldwin About Me and the Money Printer Me and the Money Printer is a daily publication covering the financial markets through three critical equations. We track liquidity (money in the financial system), momentum (where money is moving in the system), and insider buying (where Smart Money at companies is moving their money). Combining these elements with a deep understanding of central banking and how the global system works has allowed us to navigate financial cycles and boost our probability of success as investors and traders. This insight is based on roughly 17 years of intensive academic work at four universities, extensive collaboration with market experts, and the joy of trial and error in research. You can take a free look at our worldview and thesis right here. Disclaimer Nothing in this email should be considered personalized financial advice. While we may answer your general customer questions, we are not licensed under securities laws to guide your investment situation. Do not consider any communication between you and Florida Republic employees as financial advice. The communication in this letter is for information and educational purposes unless otherwise strictly worded as a recommendation. Model portfolios are tracked to showcase a variety of academic, fundamental, and technical tools, and insight is provided to help readers gain knowledge and experience. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. There are large amounts of risk in the equity markets. Consider consulting with a professional before making decisions with your money.
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