U.S. Treasury Secretary Scott Bessent is the man who oversees America’s $37 trillion debt load. No one has more insight into what’s happening with the US dollar… mounting US debt… of the likely changes coming to the US monetary system. Not surprisingly… His largest personal investment holding is gold. Not tech stocks… Not U.S. Treasuries… Not “safe-haven” index funds or ETFs… Gold. When the U.S. Treasury Secretary’s largest personal holding is gold… That’s known as “a clue.” Wanna know who else sees what Bessent does? Warren Buffett. At last count, Buffett is sitting on $330 billion in cash. But he knows he cannot hold this much cash forever. - Cash is losing purchasing power at roughly 22% a year (measured in gold).
- The US political system is printing money like it’s Monopoly cash
- And – most importantly – Buffett’s favorite indicator currently sitting just over 200% – which means US stocks are still more overvalued than they’ve ever been.
Every time the “Buffett Indicator” reaches a peak… Gold goes on a tear for a decade or more. Every. Single. Time. That’s why I believe Buffett is preparing to buy the one gold miner large enough to protect his cash. And here’s the kicker… This large-cap miner is still trading at a 40% discount to its free cash flow. What’s more, Trump recently tapped the CEO of this mining powerhouse to help lead America’s mining revival! Add it all up and here’s what you get: - The US Treasury Secretary is positioned for a major move in gold… and move that’s sure to come when he authorizes all the money required to finance more deficit spending.
- The world’s greatest investor needs a major gold position to protect his $330 billion cash pile… and there’s only one company big enough to do it.
- Trump has entrusted the CEO of the #1 major gold miner to lead a Renaissance in US mining.
Final confirmation of my prediction could come by August 15th — when Buffett’s 13F filing hits the tape. You want to be in position before that happens. You still have time to “front run” the world’s greatest investor by taking a stake in the one mining company big enough to handle his $330 billion cash hoard. That’s why I’ve prepared a private gold briefing with: - The name and ticker of the company Buffett is likely targeting
- Four tiny gold miners with “anomaly” upside potential up to 100X
- A special bonus pick that doesn’t mine gold at all – collects royalty income on mines it financed
Go here to get the name and ticker of Buffett’s next big move into gold. Regards, Garrett Goggin, CFA, CMT
Chief Analyst and Founder, Golden Portfolio
Today's Bonus Article Delta Air Lines Stock Rallies on New Guidance—Can It Keep Going?Written by Gabriel Osorio-Mazilli 
The way the broader S&P 500 index has been headed lately (higher and higher) brings about a new narrative importance for markets to justify today’s valuations and the assumptions that need to become true if the entire market is set to keep going. One of these narratives and assumptions is that earnings will keep expanding, as earnings per share (EPS) are mostly responsible for bringing valuation multiples higher, along with overall prices. With this in mind, investors can (and should) focus on the stocks that show current EPS growth and, more importantly, keep reiterating the guidance that could allow them to meet and exceed current forecasts. This way, portfolios may be more aligned with what the market needs and what capital requires to outperform the broader indexes and industry groups. This is exactly where Delta Air Lines Inc.(NYSE: DAL) comes into play, as the stock has broken out recently in terms of price action, especially when pegged against its competition in the transportation sector. The market’s treatment toward Delta Air Lines could be a byproduct of future expectations, some of which are as realistic as ever in bringing investors into new potential highs. Why Delta Is Gaining Altitude Over the past month alone, Delta Air Lines stock has delivered a net rally of up to 21.7%, outperforming all other peers and even the broader S&P 500 index. Compared to American Airlines Group Inc.(NASDAQ: AAL) and United Airlines Holdings Inc.(NASDAQ: UAL), Delta now sits at a wide enough margin to command new momentum buyers. Beating its peers by as much as 20%, Delta Air Lines' momentum may signal investors of an even bigger development brewing. In fact, there is a very good reason for this price action, and just as good a chance that the upward momentum will continue in the coming months and quarters. In its Q2 earnings report, Delta noted it delivered a record $15.5 billion in adjusted revenue and $2.10 in adjusted EPS, beating Wall Street’s expectations. Even more importantly, Delta reinstated its full-year guidance, projecting EPS between $5.25 and $6.25 and free cash flow of $3 to $4 billion. This is a massive relief for investors, considering that most airlines have removed their guidance figures due to the volatile U.S. economy. Management cited strong demand among its core premium leisure and business customers and noted that these consumers are resilient to broader economic uncertainty. Delta’s financial strength was also demonstrated by a 25% increase in its quarterly dividend, now set at 19 cents per share. The payout, scheduled for August 21, signals not only profitability but also a shareholder-friendly capital allocation strategy. An Institutional Vote of Confidence Institutional investors have taken notice. Kingstone Capital Partners initiated a $386 million position in Delta stock in early July 2025, reinforcing the market's confidence in Delta’s trajectory. Meanwhile, UBS analyst A. Maheswari launched coverage with a bullish $72 price target. This view not only calls for a new 52-week high to be made (which might trigger even more institutional buying) but also implies a net rally of as much as 27% from where the stock can be bought today. Seeing double-digit upside in an airline is not a common event in the market; however, Delta’s proposal for expanding EPS and free cash flow, along with a higher dividend payout, surely justifies the current setup for an asymmetrical return in this potential buy. This is something investors shouldn’t pass by. | 
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