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.
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
AI Glasses to Replace Smartphones? Meta Is Taking Aim at Apple
Written by Leo Miller. Published 8/16/2025.
Key Points
- Meta Platforms' advertising business continued to impress in Q2, but Mark Zuckerberg made sure to remind investors of the firm's vision for Reality Labs.
- Zuckerberg implied that AI glasses could one day be more important than smartphones.
- How big of an opportunity is Meta going after, and what could success mean for Meta's shares?
In Q2, Meta Platforms (NASDAQ: META) delivered everything investors hoped for in its advertising segment. However, Reality Labs remains a sizable drag on the company's results—losing more than $18 billion over the past 12 months. Despite these losses, Mark Zuckerberg continues to see substantial upside in this division.
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We explore Meta's vision for Reality Labs—namely, AI glasses that could one day replace smartphones—and assess the market opportunity (roughly $400 billion in annual revenues) as well as how Apple's lower R&D investment may play into Meta's strategy.
Zuckerberg on AI Glasses Becoming "Ideal Form Factor"
During Meta's Q2 earnings call, Truist Securities analyst Youssef Squali asked Zuckerberg bluntly: "Do you believe [AI] glasses ultimately replace smartphones?" Zuckerberg stopped short of a definitive "yes," but he clearly signaled that Reality Labs is focused on that outcome. "I continue to think that glasses are basically going to be the ideal form factor for AI," he said.
He drew an analogy to contact lenses, noting that without corrective lenses, someone with poor vision is at a "cognitive disadvantage." Likewise, he argued, "if you don't have AI glasses, you're probably at a pretty significant cognitive disadvantage compared to other people." In short, Zuckerberg believes that AI-enabled eyewear will become essential, while smartphones may become optional.
AI Glasses Could Tap a $400 Billion Market
Smartphones enjoy massive global penetration—Pew Research estimated in 2019 that 76% of adults in advanced economies own one. In Q2 2025, global smartphone revenues exceeded $100 billion, implying a $400 billion annual run rate. By comparison, Meta generated about $180 billion in revenue over the last 12 months. While Meta capturing the entire smartphone market remains unlikely, this benchmark illustrates the scale of the opportunity if AI glasses achieve similar adoption.
Apple's Slowing Innovation Opens a Window for Meta
Apple's iPhone, once revolutionary, has seen slower hardware improvements in recent years. iPhone revenue growth was –2.4% in 2023 and barely positive in 2024. That said, Apple did post record iPhone upgrades last quarter, driving sales up more than 13% year over year. Still, from 2015 to 2024, iPhone revenues grew at a compound annual rate of under 3%, down from a 51% CAGR between 2009 and 2014.
By contrast, Meta is directing tens of billions of dollars annually toward R&D to build next-generation products like AI glasses. Over the past three years, its R&D spend has averaged more than 27% of revenue—versus just 7.7% for Apple. If Meta's heavy investment yields a breakthrough wearable, it could offer features that smartphones cannot match.
Of course, mass adoption of AI glasses is still speculative. But if Zuckerberg's vision comes to fruition, Reality Labs could evolve from a loss-making unit into a key growth driver, complementing an already robust advertising business and potentially delivering significant long-term returns to shareholders.
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