Two of My Favorite Commodities
My neighbor knocked on my door a week ago. It was around 7 PM, and he was smiling. His name is also Lior, like mine…
“What’s up, Lior?” I asked him. He proceeded to hand me a book by a French author. “I saw you on the balcony getting a tan and reading a book, so I thought you might like this one as well.”
My balcony ends where the south-facing window from his living room begins. While he handed me a fictional book about the 1960s’ culture, I was reading Blackstone founder Stephen Schwarzman’s biography.
One of the richest men alive, Schwarzman is one of the smartest investors ever.
Around 60,000 people will submit their credentials to HR at Blackstone each year, and they’ll hire about 0.27% of the candidates.
Blackstone is the world’s largest alternative asset fund manager, and it reported earnings on Thursday. As a shareholder, I already listened to the call…
What caught my attention more than anything else was the high conviction call by Schwarzman regarding inflation, and I want to make sure you truly understand what he claims about real CPI figures, which Blackstone can assess because it sees more shelter data than most other firms in the world.
Even I was taken aback by just how convinced Blackstone is that CPI is already below 2% when factoring in rental agreements happening right now and projecting them into the future!
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If they’re correct, the FED is behind the curve in a BIG WAY!
This is not good for stocks… Think about it: the FED has been delaying rate cuts and keeps saying that inflation is above trend, but Blackstone says the opposite is true!
Imagine the confusion when the CPI comes out well below its current forecast and the uncertainty it will spark when the emperor has no clothes.
Therefore, I am extremely bullish on commodities!
If stocks are pricing in a strong economy and headlines in the mainstream media are about how we avoided a recession, the strong state of the consumer, and then a disinflationary wind blows through the landscape all of a sudden, the FED will begin cutting.
Silver and Nickel:
Two Massive Beneficiaries
- How many times have you heard someone say silver is the most undervalued commodity in the world and that it will go to $100/ounce or something crazy?
- Nickel: if you have not researched nickel, I guarantee you don’t know just how much upside there is!
Here is what Elon Musk thinks of nickel:
There is only one active nickel mine in the entire U.S., and it is low-grade.
The West consumes 65% of the world’s nickel yet produces very little!
Most is mined in Indonesia, the Philippines, and Russia.
The generational squeeze is coming, and it will be out of this world!
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
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