Inflation is Back Baby!

March 19, 2024

This is a great thing, but only if you allow it be great.

Interest rates went out yesterday at their highest levels since November.

Do you really believe that the 10-year yield keeps going up because interest rates are going down?

lol

There are people who actually believe that.

So for us, who actually take the time to look, we know that it's the exact opposite.

Commodities are heading higher. And Interest Rates are rising with them.

Here is Gasoline looking to complete a huge base, and about to go much much higher.

Meanwhile, the Bond market is already pricing in higher inflation.

Most investors are not ready for this.

And by "most investors", I mean almost no investors.

We have the data.

There is a huge squeeze setting up and investors not prepared for these inflationary pressures are about to get steamrolled.

I'm here for it.

Our job as investors is to find the pain points and then press them hard.

Right now the pain is coming from investors who own too much Tech, too many growth stocks, and not enough commodities.

Things could get really nasty.

Remember, this group's pain is our profit potential.

But only if you're positioned correctly.

And that's exactly what we discussed on last night's LIVE Conference Call for Premium Members of ASC.

Which stocks will benefit most from rising inflationary pressures?

How to buy the leaders and how to buy the laggards looking to play catch up?

As a friendly reminder: This is NOT 2023 where you could just buy growth stocks and go play golf.

This is the opposite of that, in case you hadn't noticed.

Check out the replay from last night here.

And if you're not already a Premium Member of ASC you can sign up here to watch.

This isn't the time to mess around.

There is a ton of opportunity right now with the mispositioning by most investors.

This unwind is going to be epic.

Let's have another record year together.

Watch last night's live video call and then let me know what you think!

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