Could This Asset Crush Gold? 🤔
Stay tuned for our upcoming Midyear Review Series!
Note: Please read our disclaimer at the bottom of the article.
#ATG 🙌 #BOP 🚀 Nation Update❤️️
Hi, I’m Paul Mampilly.
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Just Three Days Remaining ⌛️
Happy Friday!
Dean from ATG Digital popping in to discuss upcoming happenings!
In just three days, we’ll begin our annual 2025 Midyear Review series.
In it, you’ll enjoy our top Substack articles — upvoted by you 🫵 — along with commentary.
Additionally, the market will be closed for Independence Day on Friday, July 4 — as will ATG Digital.
That said, we won’t have anything new to share with you that day!
Without further ado, let’s get into today’s content! 👇
Dan: A $10T Ticking Time Bomb 💣
As of today, the U.S. faces a monumental refinancing challenge:
Approximately $9.2 trillion in Treasury debt is maturing and needs refinancing within the next 12 months.
That’s nearly one-third of all outstanding marketable Treasury securities — almost 30% of the nation’s GDP.
And it doesn’t stop here.
With a projected federal budget deficit of $1.9 trillion for fiscal year 2025, total anticipated debt issuance will exceed $10 trillion — an unprecedented level in modern financial markets.
Other countries are in the same boat — but the U.S. is steering the biggest one.
The Real Cost of Money Printing 💸🖨️
So, what does this mean for investors?
The purchasing power and value of the U.S. dollar and other fiat currencies is fading fast.
With more than a decade of relentless money printing, inflation has skyrocketed . . . and so has the national debt.
Our lead analyst, Paul Mampilly recently shared a post about this on X:
Gold Holds Steady, 🪙 Silver Catching Up
As inflation and U.S. debt rose over the past five years, gold and silver act as reliable hedges:
Neither gold nor silver has adjusted for the staggering amount of money issued worldwide in the past two decades.
Gold has only doubled in price since 2012, while the U.S. national debt continues to accelerate.
But at $37 per ounce, Silver still trades 25% below its 2012 high of $50 per ounce — despite inflationary pressures.
However, we’re bullish on both gold and silver and believe that the latter has more room to run as it's repriced, like gold.
With worldwide debt increasing and fiat currency losing value, we expect both assets to climb much higher.
Historically, silver tends to lag behind gold during bull runs — but once it breaks out, its gains are often sharper and more dramatic.
Here’s how we’re betting on silver breaking out . . . 👇
1 Way to Ride the Silver Surge 📈
In our Gold Tier model portfolio, we added silver play on Coeur Mining Inc. (NYSE: CDE) — a U.S.-based precious metals mining company with a diversified portfolio of assets across North America.
It primarily focuses on the exploration, development, and operation of silver and gold mines.
What sets CDE 0.00%↑ apart?
It’s heavily focused on silver, producing 10.3 million ounces of silver in 2024.
In our view, this gives the company a strong chance to outperform competitors as silver prices rise.
In the first quarter (Q1) of 2025, the company saw revenue of $360 million and cash flow of $68 million.
Check out its Q1 metal production outputs:
🟡 86,766 ounces of gold — up 7% year over year (YoY).
⚪ 3.7 million ounces of silver — up 44% YoY.
This substantial growth comes from its newly expanded Rochester operation and its acquired Las Chispas mine.
For 2025, CDE 0.00%↑ expects to produce roughly 410,000 ounces of gold and 18.5 million ounces of silver.
Even better, CDE 0.00%↑ isn’t only growing operations . . . it’s significantly reducing its debt.
In Q1, its cash balance increased to $78 million and its revolving credit facility balance was reduced by 44% to $110 million.
CDE 0.00%↑ is scaling while minimizing debt.
We love the operational discipline it’s showcasing!
Why Silver Demand Could Explode 🚀
We believe silver will attract retail buyers who view it as substantially cheaper than gold — especially considering the historically wide gold-to-silver ratio, which suggests the latter is undervalued.
Silver could be bought as a hedge against persistent inflation, creating demand for it as a monetary asset.
But its upside isn’t limited to just being viewed as a store of value . . .
Its real-world utility could also push demand as the metal becomes increasingly utilized in growing industries, such as:
✈️ Aerospace
As the world digitizes, silver becomes more essential — and more scarce.
For these reasons, we believe CDE 0.00%↑ could benefit from the rise of gold and silver prices.
With a market cap of just $5.8 billion and trading at only 3.2X price-to-sales (P/S), we think there’s plenty of more room for growth.
Up 18% — and Just Getting Started 💪
We currently hold CDE 0.00%↑ in our Gold Tier model portfolio, where we’re sitting on an open gain of 18%.
We’ll continue to add positions to our ATG Digital model portfolios for a chance to benefit from more potential upside in the precious metals market.
Just yesterday, in our micro-cap Diamond Tier model portfolio, we added two companies with exposure to silver that we believe are primed for breakouts as prices rise.
Want the names of the two potential moonshots we just added?
We cover them in our latest reports — exclusive to Diamond Tier members.
Click on the button below to unlock these picks.
#OGI100: Friday, June 27, 2025
The #OGI100 is down 0.56% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Next week: Be on the lookout for our 2025 Midyear Review Series! 👀
3 Picks Built to Last
Today’s markets are tough. 😮💨
We’re treading through uncharted territory where only the the strongest stocks will thrive.
And in ATG Digital analyst Dan’s recent YouTube video, he highlights three biotech titans he believes are fit for your portfolio.
Click below to watch:
Be sure to “like,” comment, and subscribe to the channel for more!
Missed our Substacks this week? It happens.
Catch up on them below:
Monday — Warning! Market Volatility Ahead ⚠️
Tuesday — 1 Stock Ripe for Picking! 🍋
Wednesday — Robotaxis Are Here 🤖
Thursday — A Bitcoin Supercycle in the Works? 🚀
On Friday, June 27, 2025, share which Substack was your favorite!
❤️ This Substack was made — by US, for YOU — with love. ❤️
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Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.