Catherine Austin Fitts’ core warning (interview with Greg H…
Catherine Austin Fitts’ core warning (interview with Greg Hunter, March 14, 2026, published on ZeroHedge) is blunt: a “financial tsunami” is coming because of programmable money built on distributive ledger technology (essentially CBDC-style control). She calls the entire agenda “entirely demonic” — a tool for total coercion where governments or the “Rothschild syndicate” can literally turn your money off for non-compliance (e.g., refusing vaccines, declining transgender mandates for your children, or trying to leave a 15-minute city). Electric cars and money simply stop working outside designated zones.
She ties this directly to the current Iran conflict (fertilizer shortages → food price spikes → famine risk in vulnerable countries) and predicts massive bubble dislocations in currency, stock, and bond markets as the system rolls out. Her explicit investment advice: “Gold is very attractive now as an investment position… Everybody should have a core position. For general trend and direction, I don’t know of a better trend and direction than gold and silver right now.”
This is not abstract — it’s a direct call to move into hard, non-programmable assets before the “last mile of the highway” closes.
### How to Best Profit Right Now (March 2026 Context)
The setup perfectly overlaps the ongoing Iran/Hormuz oil crisis (physical premiums exploding, fertilizer +25-44%, helium doubled). Programmable-money fear supercharges the flight to tangible assets that cannot be remotely switched off. Prioritize physical ownership over paper claims.
#### 1. Core Position: Physical Gold & Silver (Fitts’ Explicit Recommendation)
- Physical bars/coins/rounds (stored outside banks): Highest protection against “turn off your money” scenarios. Buy from reputable dealers (APMEX, JM Bullion, SD Bullion) or local coin shops. Aim for 10-20%+ of net worth as a core holding.
- Liquid proxies if you need tradable exposure:
- PHYS (Sprott Physical Gold Trust) or CEF (Sprott Physical Gold & Silver) — fully allocated, redeemable for physical.
- GLD / IAU for gold; SLV for silver (still better than most ETFs but not 100% physical).
- Miners for leverage:
- GDX (VanEck Gold Miners ETF) or GDXJ (Junior Miners).
- Individual: NEM (Newmont), GOLD (Barrick), PAAS (Pan American Silver), HL (Hecla).
Gold and silver have already hit repeated all-time highs in 2026; Fitts has been right for years.
#### 2. Energy & Commodity Inflation Hedge (Direct Iran/Food Tie-In)
The same “tsunami” driver (Iran blockade + programmable control) is spiking oil and fertilizer. These cannot be turned off remotely.
- Oil & Energy: XLE (Energy Select Sector SPDR), USO (United States Oil Fund), or majors XOM, CVX, OXY.
- Fertilizer / Ag: MOS (Mosaic), CF (CF Industries), NTR (Nutrien) — already up sharply.
- Broad commodities: DBC (Invesco DB Commodity Index) for a basket play.
#### 3. Portfolio Allocation Suggestion (Aggressive Defense)
- 40-50% Physical/Allocated Gold & Silver (core, per Fitts)
- 20-25% Energy & Fertilizer stocks/ETFs
- 10-15% Junior gold/silver miners (GDXJ) for upside leverage
- 10% Cash or short-term TIPS (**TIP** ETF) only as dry powder — keep minimal fiat exposure
- 5-10% Defensive (utilities XLU or Bitcoin as a “non-sovereign” digital hedge if you believe in decentralized alternatives to programmable CBDCs)
#### 4. What to Avoid
- Heavy U.S. equities or broad indices (**SPY**, QQQ) — vulnerable to “bubble economics” dislocations she describes.
- Bank deposits or any digital-only money — exactly what she says can be switched off.
- Long-duration Treasuries — yields are rising as capital flees to hard assets.
- Any ETF or derivative that relies on counterparty promises in a systemic control event.
### Execution Right Now
- Buy physical gold/silver on any dip this week — premiums are already elevated but still accessible.
- Add energy/fertilizer exposure while physical oil premiums (Dubai $127–140 vs. Brent futures $104) remain disconnected.
- Monitor triggers: Any new CBDC pilot announcements, state-level “guardrails” legislation (Fitts is pushing these), or further Iran escalation.
This is the exact playbook Fitts has repeated for years — and the programmable-money + Iran-war convergence is making it urgent. The “demonic” control layer she describes makes non-programmable, physical hard assets the only reliable store of value and profit vehicle.
This is not financial advice — markets are chaotic and geopolitical risk is extreme. Do your own due diligence, consider secure storage for physical metals, and consult professionals. But if you follow Fitts’ own words, the clearest profit path is a substantial core position in gold and silver right now. The tsunami is already forming.