This Is a Classic Time to Test One’s Resolve

Gold is plummeting, oil is surging, stocks are in a correction and interest rates are surging. China, the quintessential posterchild of globalization, is dealing with what could only be described as the worst real estate crisis in modern history; meanwhile, halfway across the world, at the most powerful center on the planet, talks of government shutdown are facing everyone and keeping them concerned.

The consumer is tapped, the housing sector is frozen, the unions are threatening strikes and the Democrats and Republicans can’t get a handle on spending.

It’s bleak and it shows in sentiment:


The worst part about it all is that while sentiment is indeed creating a buying opportunity, the public is starting to believe the FED has conquered inflation, and that’s worrisome, because it’s simply false.

Inflation is not 8% or 10% and that’s indeed progress, but higher prices are not deflating. When CPI is 3% or 4%, it means prices have risen by that much from a year ago, and if you compound that over the course of a few years, it means the world is getting very expensive to live in.

We think that American companies have made big adjustments and are ready for the challenge, so while Wall Street and retail are bearish to the extreme, I’m buying and I’m buying now.

The chart above showed you retail trading sentiment… now look at professional money managers:

93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.

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    I don’t allow chances like these to pass me by.

    The reason stocks are so oversold is because bond yields are surging higher, and while I agree that in the big picture yields are finally at normal levels, they have really soared too quickly and are due for a rest.

    That rest, by the way, is good for gold as well.

    So, in light of the September meltdown in stocks and in gold and the clear breakout in oil prices, here are some of my personal moves:

    1. Top Five World-Class, Long-Term Companies to Accumulate More of:

    RH (RH) – one of the best-managed businesses in the world today.

    Cintas (CTAS) – a massive tailwind, because of on-shoring.

    Roper Technologies (ROP) – ideal time for it to make acquisitions.

    IDEXX Laboratories (IDXX) – pets will continue to be a big part of the life of millennials. (Under $420/share).

    MSCI (MSCI) – without a doubt, one of the best ways to capitalize on ESG. (Under $500/share).

    1. Gold – this is nearly a perfect setup.

    I’ll either make a moderate purchase, if the price doesn’t drop below $1,800/ounce, or a big one, if the price really sinks in a big liquidation-type drop.


    As you can see, when the inflation-adjusted yield is this high, it’s hard not to price a reversal into the frame, so the time to get bullish on gold is at hand.

    The higher this breakout reaches; the more gold could be due for a massive bullish move.

    Lastly, with the undoubtedly big oil breakout, uranium looks better than ever!

    Honestly, I’m more bullish on uranium than on anything else, and many of the companies we’ve featured have doubled in recent months and have been hitting 52-week highs and all-time highs.

    Third, Uranium is top-of-mind for me… More on that shortly!

    Best Regards,

    Governments Have Amassed ungodly Debt Piles and Have Promised Retirees Unreasonable Amounts of Entitlements, Not In Line with Income Tax Collections. The House of Cards Is Set To Be Worse than 2008! Rising Interest Rates Can Topple The Fiat Monetary Structure, Leaving Investors with Less Than Half of Their Equity Intact!

    Protect Yourself Now, By Building A Fully-Hedged Financial Fortress!


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