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By Editorial Team on April 17, 2025
We are living in a time of profound instability—across economies, politics, and global systems. As Ray Dalio recently observed, the world is undergoing a rare breakdown of the existing monetary, political, and geopolitical orders—an event that tends to reshape markets for decades to come. At the same time, Howard Marks reminds us that “nobody knows”—the number of unknowns today is simply too vast to predict with confidence. But history shows that when uncertainty dominates and confidence erodes, real assets—particularly gold—have a distinct and enduring role to play.
Recent months have made this clearer than ever. Trade tensions have escalated sharply, with a new wave of tariffs disrupting global supply chains and raising inflationary pressures. These measures, while politically motivated, are symptomatic of a much larger shift toward deglobalization and resource nationalism. At the same time, the sell-off in U.S. Treasuries and growing reluctance of foreign buyers to finance American deficits suggest that dollar supremacy is no longer assured. Central banks are quietly diversifying out of U.S. debt—and into gold. We believe this marks the early stages of a new monetary era, one where trust is rebalanced toward tangible stores of value.
In this context, Highrock’s expansion into gold is not just strategic—it’s essential. Gold has outlasted every currency system in recorded history. It requires no counterparty, no promise to pay. In periods of monetary disorder, it becomes the anchor investors return to. That is why we are focused on high-grade, infrastructure-adjacent gold assets like our Pathfinder project in British Columbia. With historic production, multiple surface samples exceeding 25g/t Au, and immediate proximity to Kinross’s idled mill, Pathfinder offers real optionality in a world where near-term discoveries are becoming harder to find. Our conviction is that gold will play a foundational role in preserving wealth through this next cycle—and we intend to be part of the supply response the market will increasingly demand.
We continue to hold our uranium asset with confidence, recognizing its critical role in the global energy transition. But as the monetary order begins to shift beneath our feet, we believe gold deserves a central place in any forward-looking portfolio. At Highrock, we are building around that belief—not with grand predictions, but with grounded, historically informed action. Because when the future feels uncertain, the smartest thing you can own is something the world has always trusted.
Derrick Dao, CEO
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