They Changed the Ruler Today.

The biggest grocery price jump in 50 years. The Fed's answer: quietly redefine how they measure money.

July 28, 2026

Dear Reader,

THE GOVERNMENT CHANGED THE RULER TODAY. Not with a speech. Not with a press conference. With a quietly updated spreadsheet.

Starting this morning, the Federal Reserve changed how it calculates M2 money supply. They moved IRA and Keogh account balances into a separate line item. Total M2 stays the same: $22.8 trillion. But the composition looks different now. Cleaner. More defensible. That is what they call "improving methodology."

Here is the timing. This week, AP News reported the biggest jump in grocery prices in half a century. The poorest fifth of American families are spending 33 cents of every pre-tax dollar on food. Treasury auctions are weakening. Yields are up 40 basis points since the Iran conflict started. And the Fed decides NOW is the moment to rewrite how it counts the money supply.

Inside today's issue:

Let me take you back to 1971.

Richard Nixon went on TV on a Sunday night. He told Americans that from that point forward, the dollar would no longer be backed by gold. He called it "temporary." He called it "strength." He called it a technical adjustment.

That was 55 years ago. The dollar has lost 87% of its purchasing power since then. Groceries cost 50% more in the last few years than they did a decade ago. The poorest Americans now spend one-third of everything they earn on food.

The playbook never changes.

When the numbers get too ugly, governments do not fix the problem. They fix the measurement. Rome debased its silver coins. Weimar printed. Argentina redenominated. The Federal Reserve? It moves IRA balances to a new line item and calls a press release.

Here is what the mainstream press is not connecting. U.S. Treasury auctions are showing real stress right now. At recent auctions for 2-year, 5-year, and 7-year notes, primary dealers absorbed an unusually high share of supply, meaning the regular buyers: foreign governments, institutions, the public, they are stepping back. When primary dealers are forced to absorb more, it means the market is not naturally clearing. Yields on short-term Treasuries are up over 40 basis points since the Iran conflict began. The government is paying more to borrow. Much more. In fiscal 2026, they will spend over $1 trillion on interest alone.

The Fed knows this. The Fed also has a rate decision tomorrow. Markets do not know what it will be. That uncertainty, combined with a weakening auction market and grocery prices not seen since 1976, is not a coincidence. It is a system under real pressure.

But there is one number from this morning's Fed announcement that I need to show you. It does not appear in any mainstream headline. It is buried in their technical Q&A document. And once you see it, the methodology change looks very different.

"I Do Not Trust Our Leaders or Central Banks."
— Robert Kiyosaki

That's why Robert just bought more silver at $56 — down 52% from highs.

It's an NYSE-listed company that keeps 90 cents on every dollar of silver. No mining risk. No central bank manipulation.

When silver climbs toward $150, this play could deliver 3-5X gains.

The buried number: total non-seasonally adjusted M2 is unchanged. But seasonally adjusted M2 will now show "minor revisions." They are changing how they smooth the seasonal patterns. Which means every historical comparison you make going forward will be slightly off. The trend lines shift. The alarm bells get quieter.

I have been warning about this for 30 years. They do not need to lie outright. They just need to change the baseline often enough that nobody can make a clean comparison.

My rich dad told me something I never forgot. He said: "When they change the rules, they are losing."

WHAT DOES THIS MEAN FOR YOU? It means the numbers in your bank account are less reliable than the food in your grocery cart. Both are shrinking in real terms. One just happens to be easier to hide.

My answer has not changed in 30 years: get out of paper. Gold, silver, real estate, cash-flowing assets. The B and I quadrant. Assets that go up when paper goes down.

The Fed can change its ruler. It cannot change what gold is worth.

To your freedom,

Robert Kiyosaki

Author, Rich Dad Poor Dad

P.S. Silver crashed from $118 to $56. Most people ran. Robert bought more. Now he's revealing an NYSE-listed company that keeps 90 cents on every dollar of silver — with none of the mining risk. When silver climbs toward $150, this play could deliver 3-5X the gains of physical silver. The name and ticker are inside.