Jimmy Mengel,
Director of Customer Experience
March 13, 2026
When we started the war with Iran, my first thought was “I hope to God that this isn’t the start of World War III.”
I’m hardly alone in wanting to avoid wars in the Middle East.
President Trump has said as much: “I was elected on getting out of these ridiculous endless wars” and "I don't start wars — I end them".
Alrighty then…
The last thing the world needs right now is a catastrophic conflagration in the Middle East. We’ve seen this movie before and it didn’t have a happy ending. And like most sequels, the second was even worse than the first.
Anyway, my mind then shifted to the economy. Oil prices were certainly going to skyrocket, which comes at a very bad time…
In America, over 50% of households claim that expenses like rent, groceries and vacations are unaffordable. The high costs for housing and healthcare have outpaced income growth for the past decade. People are struggling, and even those with six-figure incomes feel like they are just getting by.
The middle class is getting shelled, with real wages growing only +2.6%, which doesn’t even keep up with inflation.
My third thought: this should certainly be good for those of us with gold holdings, as gold tends to do very well during times of upheaval and uncertainty.
But the reality is that gold actually hasn’t broken out any higher.
When we bombed Iran last year, gold surged in the short term, but gave up its gains when a ceasefire was announced. But two weeks into this war its price remains largely unmoved.
Gold rose from $5,296 to $5,423 per ounce after we launched strikes on Iran on Feb. 28, which fit my thesis of instability moving gold prices up.
But a sell-off saw prices fall more than 6% to $5,085 on March 3. This week, as the conflict has escalated, it has traded between $5,050 and $5,200. Spot gold was last seen trading at $5,175 per troy ounce.
Still solid gold prices, but not at all the spike we thought would happen.
But I didn’t fret, because I’m not just invested in physical gold, so sideways prices don’t really keep me up at night…
If you’re like 99% of investors, your gold exposure is either in physical bullion, gold ETFs or mining stocks themselves.
All of those vehicles would have been great wealth drivers. But there is one way to play gold that won’t keep you up at night.
The answer lies in “Gold Scripts”. They aren’t mining stocks, physical gold bars, coins or ETFs. Gold Scripts have constantly blown those returns out of the water.
These scripts are a special agreement between two companies. On one side, you have a gold mining company that needs money. Due to the difficult nature of mining precious metals from the depths of the earth, mining companies always need money.
Maybe they want to expand production...
Or develop a new mine...
Or pay off debt.
But many banks deem these projects too risky and won't lend to them.
Now, the company could raise it themselves by selling stock but that can dilute existing shareholders’ stakes.
So they turn to Gold Scripts instead.
Here's how it works...
The mining company gets cash upfront. In exchange, they agree to sell gold at a steep discount — I’ve seen as high as an 80% discount depending on the company.
That agreement is locked in no matter how high gold prices go. As an investor, you can lock in the same deal for yourself and profit alongside both companies at the same discounted rate. As gold rises like it has this year, your percentage of profit rises along with it.
You also can profit more than if you’d invested in a mining company. In fact many of these Gold Script companies have done far better during both the ups and downs of the precious metals market.
Have a look:
If you haven’t heard of these investments before, you aren’t alone. After all, they represent less than 0.1% of the companies on the stock market. In fact, the very first company of its kind was launched back in 1986.
In a groundbreaking move – literally and figuratively – gold exploration company Franco-Nevada (NYSE:FNV) made a $2 million investment into Western States Minerals’ Goldstrike. Western was developing a small heap-leach mine in Nevada and Franco-Nevada agreed to lend them the cash in exchange for a 4 percent share of revenues collected from the mine.
Franco-Nevada locked itself into what became one of the largest gold mineral resources in the world with low overhead while avoiding future costs associated with the growth and maintenance.
It worked like a charm: Western States was sold that year to Barrick Gold and the royalties have since earned Franco-Nevada more than $1 billion.
Wouldn’t an investment like that put a golden shine on your portfolio?
Now, there are only a few companies that operate in this space today. Our own Nick Hodge knows them all well, and has just released his top pick for the most profitable Gold Script company this year.
It’s a company that is trading under a dollar right now. But it certainly won’t be for long, as gold continues to sniff new records each and every day.
If gold hits $10,000, it could reach $10.
Don’t wait on the day-to-day crises.
Keep to the script…
Godspeed,
Jimmy Mengel
Director of Customer Experience, Bizarro World