‘U.S. Dollar Will Lose 75% of Value’- Here's What To Buy | Rick Rule
**U.S. Dollar’s Decline and the Bullish Outlook for Hard Assets: Insights from Rick Rule**
In a recent interview with Kitco News, seasoned investment expert Rick Rule, founder of Rule Investment Media and former president of Sprott U.S. Holdings, shared a compelling outlook on the next decade’s investment landscape. Central to his thesis is the assertion that the U.S. dollar is poised to lose approximately 75% of its purchasing power over the coming years, a development that could profoundly influence resource markets and investor strategies.
### The Case for a Weakened Dollar and Structural Inflation
Rule emphasizes that the reported inflation figures often understate the true increase in living costs. He argues that inflation is structurally higher than official reports suggest, driven by persistent monetary expansion, rising debt levels, and geopolitical uncertainties. The U.S. government’s mounting debt—already unsustainable by traditional economic metrics—further exacerbates concerns about the dollar’s long-term stability. As debt-to-GDP ratios balloon and fiscal deficits continue to grow, the dollar’s value could erode significantly, leading to a “war on savers,” where traditional savings diminish in real terms.
### Investing in Hard Assets: Gold, Uranium, and Energy
Given this macroeconomic backdrop, Rule advocates for a strategic shift toward hard assets. He highlights gold’s technical breakout and potential for new price highs, positioning it as a refuge amid currency devaluation. Gold’s historical role as a store of value makes it particularly attractive in times of currency debasement and monetary instability.
Beyond gold, Rule underscores the importance of uranium, citing an ongoing supply crisis coupled with favorable policy tailwinds. The global demand for uranium remains strong, especially as countries pursue energy independence and decarbonization goals. Notably, the uranium sector faces supply constraints that could lead to substantial price appreciation.
Similarly, the energy sector, particularly Canadian oil and gas companies, presents compelling opportunities. Companies like Freehold, Tourmaline, and Birchcliff are positioned to benefit from a shift toward energy security and domestic resource development, especially in the wake of policies enacted during the Trump administration that favored tariffs and a push for energy independence.
### Market Dynamics and Investment Strategies
Rule discusses how market dynamics are shifting, with a focus on the restructuring efforts of major players like Glencore, which recently announced a $22 billion overhaul aimed at optimizing its copper operations. Copper, a critical industrial metal, is expected to see increased demand driven by infrastructure investments and green energy initiatives, despite concerns over potential global economic slowdowns.
He also points to the divergence between junior and senior miners, emphasizing where the most significant upside may lie. Junior miners, with their higher risk and growth potential, could outperform established producers as metal prices rally.
### The Broader Economic Context
The interview touches on macroeconomic themes such as the impact of monetary policy, private credit markets, and the battle between traditional banking systems and alternative capital sources. Rule stresses that investors should prepare for a landscape where inflation remains elevated and real interest rates stay deeply negative, eroding the value of fiat savings.
### Upcoming Event: The 2025 Rule Symposium
Looking ahead, Rule previews the upcoming Rule Symposium in Boca Raton, Florida, scheduled for July 7–11, 2025. The event promises to gather leading natural resource investors and company executives, offering a platform for strategic insights and networking. Participants can anticipate in-depth discussions on resource market trends, corporate strategies, and investment opportunities.
### Conclusion
Rick Rule’s insights present a compelling case for reallocating investment portfolios toward tangible assets amid a backdrop of dollar depreciation and macroeconomic instability. For investors interested in mining and resource sectors, this perspective underscores the importance of identifying companies with strong fundamentals, resilient supply chains, and growth potential in the evolving commodities landscape.
As the global economy navigates uncertain waters, understanding these macro trends and sector-specific dynamics will be crucial for making informed investment decisions. The next decade may indeed belong to those who recognize the value of hard assets before the dollar’s decline accelerates further.
