[Inside Wall Street with Nomi Prins]( Welcome to Inside Wall Street with Nomi Prins! It’s the only daily newsletter featuring the insights of Nomi Prins and her team of global experts. You’ll find all our issues [here](. And if you have questions or comments, shoot us a note anytime [here]( or at feedback@rogueeconomics.com. Special Update: The Silver Lining in President Biden’s State of the Union Speech By Nomi Prins, Editor, Inside Wall Street with Nomi Prins It has been two years since the Covid-19 virus surfaced. We’ve lived through lockdowns and various restrictions on our lives. And we’ve watched the Federal Reserve as it fabricated record levels of electronic money. Now, we face the pain of inflation. Inflation is at 7.5%. That’s its highest level since 1982. Americans were already feeling pinched – from the grocery store to the gas pump. Energy prices rose 27% from early 2021 levels. They’re the main driver of inflation right now. Now, energy prices have sky-rocketed even more, due to Russia’s invasion of Ukraine. As I’ve said, I’m worried for the millions of innocent Ukrainians caught up in this war. They are prominent in all our minds right now… including President Biden’s. On Tuesday night, he opened his State of the Union (SOTU) address with the Ukraine crisis. He declared: The Russian economy is ailing, and Putin alone is to blame. […] We will defend every inch of… NATO territory with the full force of collective power. President Biden also addressed other areas of concern for Americans right now… He talked about the pandemic and people “living paycheck to paycheck.” He outlined his administration’s plans to address those concerns. And he emphasized that we need to build in America to fight inflation. Now, if you watched Biden’s speech, you may be wondering what to make of it. What does it mean for you and your wealth? That’s why I wanted to get this special update to you as soon as possible. Below, I’ll give you my takeaways from President Biden’s SOTU speech. And I’ll show you how his comments relate to the [key investment themes I put on your radar](. Recommended Link [Trade âOld Techâ Stocks for THIS âNew Techâ Play]( While “old tech” stocks like Facebook, Netflix, Twitter, PayPal, Adobe, and more… Are crashing. A “new tech” superboom is taking place in a hot new corner of the tech market: The electric vehicle (EV) market. [image]( Even blue-chip stocks like Ford are up 528% on their anticipated EV offerings. Here’s how you could profit from it, too… [The EV Superboom Summit Replay.](
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How Biden’s SOTU Fits Into My Distortion Themes As regular readers know, we’re living in distorted times. The markets have become permanently disconnected from the real economy. The good news is, where there is imbalance, there is also opportunity. And that’s where my investment themes come in. As a refresher, they are Infrastructure, New Energy, New Money, Meta-Reality, and Transformative Technology. They’re are the sectors with the best profit potential in today’s distorted environment. Today, I want to touch on the themes that will be affected by Biden’s plans, based on his SOTU address. In his speech, he mentioned projects that relate mainly to a blend of my Infrastructure, New Energy, and Transformative Technology themes. Here’s what that means for these three themes, starting with Infrastructure… - Infrastructure President Biden’s infrastructure strategy was one of the main parts of his speech. He called the Bipartisan Infrastructure Law “the most sweeping investment to rebuild America in history.” His emphasis on infrastructure came through when he said: We’re done talking about infrastructure weeks. We are going to have an infrastructure decade. He announced his government will “fix 65,000 miles of highways and 1,500 bridges in disrepair” this year. That promise will attract money and attention to the infrastructure arena. President Biden also said investing in factories and companies that build in America could reduce supply chain disruption problems. As he put it: We will buy American to make sure everything from the deck of an aircraft carrier to the steel on highway guardrails are made in America. I expect a lot of that money to flow into the raw materials we need to build out a more sustainable future – especially copper and silver. Companies involved in construction, engineering, and precious metals stand to benefit. And I’ve already shown you [a one-click way to position yourself for profit]( from the flood of money that will soon pour into infrastructure projects. Recommended Link [Our World Is Changing...]( [image]( A massive stock market event is underway. Today, private tech investor Jeff Brown is revealing how you can get in on it. Plus, he’s giving away for free – on camera – the name and stock ticker of a company on the ground floor. [Click Here to Learn More.](
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- New Energy Biden’s infrastructure strategy also has key implications for my New Energy theme. For instance, he said: We’ll create good jobs for millions of Americans, modernizing roads, airports, ports, and waterways all across America. And we’ll do it all to withstand the devastating effects of the climate crisis and promote environmental justice. President Biden wants to “double America’s clean energy production in solar, wind, and so much more.” That means energy-efficient metals like silver and copper will remain in demand. Companies positioned to extract, process, and transport raw materials will be at the forefront of his strategy. And Biden is also focused on promoting the growth of the electric vehicle sector. He wants to lower the price of electric vehicles. As he put it, that could save you “another $80 a month because you’ll never have to pay at the gas pump again.” And he has allocated $7.5 billion towards building out the electric vehicle charging network. I see these plans as positive for my New Energy theme. And [I’ve already shown you]( a way to profit. - Transformative Technology The war in Ukraine will also touch my Transformative Technology theme. The U.S. won’t be putting boots on the ground in Ukraine. But you saw President Biden’s remarks about defending NATO territories above⦠This indicates that the U.S. could provide military precision weaponry. (Ukraine isn’t a NATO nation, but NATO supports it.) That means more demand for defense and technological warfare products. I expect investments in defense technology and the systems that support it to grow globally as a result. In short, the key investment themes I focus on will benefit from the effects of the permanent distortion… As well as from public and private investments in the areas President Biden mentioned in his State of the Union speech this week. Happy investing, and I’ll be in touch again soon. Regards, [signature] Nomi Prins
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