This Critical Number Could Change Everything | Are You Ready?

everything for your money, your savings, and your future. Now, in this video, I'm going to expose the truth behind these so called strong numbers, reveal why this critical metric is rising fast, and show you what it means for the economy, your wallet, and the global financial system. Now, the signals are already flashing red from the bond market to gold to silver, but most people are completely missing them. Not real quick. My name is Mark Moss. I'm going

to tech Focus VC investor. For over a decade, I'm a partner at a leading tech VC hedge fund. I coach business owners on investing, and I'm sharing some of the same data that we're using to make long term decisions with you for free. So let's go all right now, the critical number that's right, the critical number that we were told is going down but it's going back up. You've probably guessed it by now. We're talking about inflation, and inflation is creeping back up. Now. They don't want

you to see this. There's a lot of ambiguity in the numbers. But let's dig into this a little bit and it's worse than you think. So we can see some of the headlines are starting to pop back up. This one just popped up a day or two ago. That inflation progress, meaning they're trying to get inflation back down. The progress is stalled out in October. So the numbers just came in and it wasn't good. But December, the Fed is still expected to cut rates. So as they're

cutting rates, this is pushing inflation higher. But the problem is the progress of getting inflation down is bad. We just saw an election decided and one of the big things was inflation. People can't afford groceries is a big hot topic and they want the new administration to get this fixed. But how can they if the Fed is going to continue to cut rates. Now we can see some of the exact data right here. It says here that the CPI rose two point six in October. Core

inflation is one of the main numbers that they're looking at. Here. It excludes volatile food and energy prices. Of course, the only things that we need. We need food, we need energy. Everything else is secondary, right, but it excludes those things. And it increased three point three percent over the last twelve months after rising three point three percent in September. So it's stalled out. It's hitting the same numbers. They're not making positive progress on that. Inflation came in a

bit higher than we expected in October. So just like publicly traded companies, the FED, the government, the BLS, they project where they want these numbers to be on track, and when they come in higher, you know, whether they missed the numbers, whether the higher low, it's a big problem. Now we can see sort of back to this core cpis. You can sort of see what this is working with. So here's all items. We have food right here. Energy went way down supposedly, I guess because my electricity bill

and my gas bill dropped. Just kidding, they didn't for me, probably not you either. And here we have all all items minus food. Interests is the core. So here we are at three point three percent, and really, to look at a long term chart, this is pretty important, right, The goal is to get inflation down. Here we were in April twenty twenty one at over eight percent, and we were trending down like this is pretty good. But you can see right here we've been completely stalled out.

Now this is a problem because, as I said, all monetary policy, all this is based at your investment policy, all that is based off of this number. Okay, now where are we starting to see that this may even be a bigger problem. So looking at what the inflation number came in last month, that's what we call a lagging indicator. That's what already happened. But we want to know where is it going, and so we look for

a couple of signs. One of those is the bond market. Now, the bond market's telling us something's going on, and we can see right now that bonds are moving higher. I'm going to break this down for you, but here we see that the bond market since September is just cranking higher. Now, this is a really big move and a short per time, which is why I like to show you the charts

so you can start to sort of see this. So since September, we've gone from three point six percent on the ten year US Treasury up to four and a half percent, from three point six to four and a half, almost an entire point move in just about two months, which is a massive move. Now, why is that happening? Well, I saw this. This is sort of what sparked the inspiration for this video. This came out on Twitter. Was

it today or yesterday? Here? And this says that the fed's goules be the FED has to figure out why the ten year is rising, and they need to keep an eye on the long term rate. So the FED has to figure out why why are bond yields rising? Well, what a crazy question to ask. Let me break it down for you. Now, as a matter of fact, it's not just me that has this secret inside information. This is like from investor Pedia right here. Yields and prices. So here's how this works, what they are and how

they work. So every finance major can tell you about the seesaw effect of prices and yields except for the Fed. They don't know why they're going up. But apparently every finance major can tell you this economic indicators and they move in opposite direction. So price and yield go like this, all right, So when prices go up, yields come down, and this suggests that investors believe inflation will move lower. So when yields go down, they think that inflation will

go lower. But I just showed you that rates are going up, not down, and they're going up in a really rapid rate. So what does that mean When prices fall, yields move higher, they and then investors believe higher inflation. So we don't have to tell the Fed. They're trying to figure out why. Well, supposedly every finance major already knows this, and now you know that too, and so what this is telling us is that major inflation is coming. Why. Well, we're going to get into that in a minute. Here's

one of my favorite macro analysts, Louke Gramman. You've seen him channel. We do interviews together. My references work quite a bit. The ten year US treasury yield, which I just showed you, is rising because the FED messed up by trying to be tough guys on inflation, like Vulker when the US government had the debt GDP of Argentina. So what he's saying is that the FED messed up when they tried to tighten inflation, but they didn't do enough.

The ten year yield is saying there's either going to be too much net US Treasury supply or there's going to be high inflation. All right, So this is what it's telling us. There's going to be high inflation, and that's because of the supply that's coming. All right. So now that we sort of understand that, we have to understand that. Now when you look at it under that light, and then you look at the fact that Jerome Powell still wants to continue lowering raids, we might have a problem.

As a matter of fact, this might be feeding the flames, This might be pouring gasoline on the fire. And so the Fed wants to still cut rates. Now we can see this right here. Powell says the Fed will likely cut rates cautiously given persistent inflation. So even though we have inflation that's not going away, even though we're not even going anywhere in the right direction to the gold that the Fed wants to be in, he still wants to cut rates, which will push rates higher, which is

exactly why the bond yields are screaming this. And we have other assets. We'll pull up some indicators in a second, a small business owner, are you buried in all types of work keeping you from the real thing that makes you money? Well, that's where just Works comes in. They're the all in one platform that supports small business growth. You can get all their tools that help with benefits

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to take care of payroll, benefits, compliance and more. Again that's Justworks dot com slash podcast. Now you see me use this tool quite a bit to ceme fed watch right here, and this basically predicts what they think the FED will do at the next meeting. And what we can see, there's a sixty percent chance right here, sixty percent chance of the FED raising rates at the next meeting.

So that means most likely this is going to happen, all right, So we have this situation where everyone's telling us. All the signs are telling us that inflation is coming. The FED is basically telling us more cuts are coming, the CNEME, FED watch tools telling us more rates are coming. And the FED is kind of stuck. I've been talking about this now for years. They're stuck if they don't lower rates, and even if it were to raise rates,

then this is a recession on the economy. Now I didn't get into this data because it would be too long on the video, but we're starting to see that, like all the job numbers, the unemployment numbers, they're all being revised and it's looking like the economy is stalling out pretty bad. If you let me do a video on that, let me know in the comments, we can break all that down. So we're already teetering on the

edge of our session. Remember, the Fed's trying to stick this soft landing, and so if they raise rates that's guaranteed. But if they lower rates, that means more inflation. So which do they choose? Well, I believe that they're going to choose inflation. There's no way around it. Inflation is coming, and this is the gas So besides what the FED is going to do, we have even more gas coming. So what do we have. We have a potentially really

strong economy coming. I believe there's a strong economy coming. I'm extremely optimistic about this. The new administration coming in with the dream Team. We have the new Dodge Office right, the Department of Government Efficiency with Elon Musk and Vivic. We have all kinds of new policies coming into place, and I believe these things could unleash the American economy. We have a plan to make the government efficient, we have a plan to repeal regulations. We have government to

unleash the energy in the economy. And I believe this could really ignite the economy. I can already see it in a week or two just from people that I've been talking to. The economy seems to be moving. The thing is when the economy gets booming, which is great for us, that means that we're making more money and we're spending more money, which means more consumer spending, which means as we spend more and make more, that means yes, more inflation. All right, So we have to understand how

this works. Now. We can see this already in some of the charts. So, for example, look what gold has been doing. Gold is telling us the same thing the bond market is telling us. From January of this year, gold is up as high as two point eight twenty eight hundred dollars right here, and it's down just a little bit. But of course assets go up and down. There's no straight line here, and so we've been anywhere from twenty five percent up to thirty eight percent return

on the year. I mean, imagine gold doing thirty eight percent in a single year. It's obviously telling us something is going to happen. Now we can see that Experts are saying that in October gold searched past twenty seven hundred Like I said, about almost twenty eight hundred per ounce. Experts link this rally to inflation duh, right, to inflation concerns, aggressive central bank buying, and rising global tension. So I've

talked about this all the time. The world's breaking apart, nations aren't trusting each other, central banks are buying it, but inflation concerns. The precious metals rise signals deeper worries about inflation, even after two years of FED rate hikes, and so gold is telling us that inflation is coming. We can see silver is telling us the exact same thing. Here we have Silver's is a little bit more volatile,

so it's telling us even more. Since January of this year, we can see that silver is up fifty five has been up as high as fifty five percent. It's right now about thirty five percent up on the year at thirty US dollars per ounce. And then one of my favorite inflation indicators as well is bitcoin. It's shown us the same thing year to date, bitcoins up one hundred and twenty percent. They're all telling us the exact same thing, and that is massive amounts of inflation coming. Okay, so

is this all bad news or is there some good news? Like, what are we supposed to do about this? Well, let me tell you it's going to be bad for most people who aren't paying attention to this, but it can be good. We can use this to our advantage. Let me break that down. Before I break that down, I just want to tell you real quick about a sponsor for today's video, and that is US Gold Mining. Now they're listed on the Nasdaq with the ticker symbol USGO.

And while gold is ripping it looks like the gold producers like USGO, they're about to finally start catching up. Now. US gold Mining owns a project that has estimated mineral resources of six point five million ounces of gold resources equivalent to the indicated category and an additional four point two million in the inferred category, and its marketcap is currently about one hundred and eight million USD, which means that US Gold Mining is trading at about forty percent

below it's all time high. But with the economy moving higher, stopping and pushing inflation back higher again, gold is moving back up. Another big catalyst for USGO is also the greatest source of potential appreciation and shareholder value, and it comes from the new Trump administration and it's the attitude towards the beautiful state of Alaska, where USGO is now. Trump said that he would ensure Alaska received more money from defense investments. In addition, he said that there would

be more mining. He said, quote during my second term, We're going to continue to fight for Alaska like never before. We'll ensure that the gas Line project gets built to provide affordable energy to Alaska and allies all over the world. Now, the CEO of us Gold Mining Tim Smith. He came from Neumont now Newmont if you've heard of it. It's one hundred year old gold producer, the largest gold mining company in the world. And before Neumont, he worked for

Gold Corp, one of Canada's biggest gold producers. And before joining Gold Corp, he worked for Cabinet Gold Corporation. And while he was there he helped discover the coffee deposit in the Yukon. He advanced the resources until Gold Corp required it for about five hundred and twenty million Canadian It was one of the most legendary buyouts of the past decade. And so his experience advancing a project is what's critical here. Now, what have you been exposed to?

These circumstances all coming together at the same time, the incoming administration is pro mining in Alaska like never before. US gold Mining owns a gold copper silver project where the prior owner had a market cap of about one hundred and twenty five million at when gold prices were much lower, and with the same project right now, the same assets, USGO has a market cap of only one hundred and eight million now US gold Mining again Nasdaq.

USGO is down by about forty percent from its all time high, So you might want to check it out, add it to your list of ones that you want to just take a look at. All. Right, now, what are we going to do about this? Like I said, for people that aren't paying attention, this could be really bad. Inflation steals you're purchasing power. But we can use it to our advantage. And I don't want to sound callous, but we have no other choice. Can't beat them, we

have to join them. Okay, So what are we gonna do? Inflation is returning and it's going to continue through the rest of the decade. There's a lot of reasons. I've made a bunch of videos about this, but I believe it's returning. So I believe the FED is fueling this fire and will continue to do so. Yes, Unfortunately the new administration, they're not really going to help it. I think it's going to continue going on again. We can use this to our advantage. We can look at things

in life as problems. We can look at them as solutions to the problems. Right, we can look at them. Things are happening to us or they happen for us. Again, not to be callous, for people that are not paying attention. But this is what it is. Now, how do we do that? One we can use long term debt. I talk about this in America we have the benefit of having like thirty or mortgage was amazing, But all over the world we have the ability to borrow at low

rates and lock in long term debt. So that's one way we can add catalyst to that, because then the inflation destroys that debt, which is why the government wants the inflation. Also, we can be hedged with assets, so assets that are soive to inflation gold, bitcoin, silver, I just showed you three of those. Real estate is also another one. So we want to buy assets, scarce assets, energy intensive assets that are going to go up with inflation.

We don't want to be holding cash. And then if you want to know even more assets you should buy. Then the next place i'd look is what I call the investing black hole. And if you want to know what the investing black hole is, then you might want to watch this video right here. All right, that's what I got. I hope you like the video. To your success, I'm out