Cycles Trading Spotlight: The Age of the Megadeals

[Inside Wall Street with Nomi Prins]( Cycles Trading Spotlight: The Age of the Megadeals By Phil Anderson, Contributing Editor, Inside Wall Street with Nomi Prins History is unfolding just as I predicted… According to the 18.6-year real estate cycle, at this stage, we see records… Markets are reaching record levels, the tallest buildings are being built, the largest infrastructure projects are underway, and megadeals are being announced by the world’s biggest companies. And a deal just like that has just been announced. Just as the 18.6-year real estate cycle would predict. Recommended Link [Buy Elon Musk’s New $1 Play before June 30]( [image]( Love him or hate it… I think we can all agree that Elon Musk already helped change the world with PayPal, Tesla and SpaceX… But Luke Lango believes [“Project Apollo” will be much bigger than all of those](. And if you buy this sub-$1 play before June 30… You could walk away with a windfall. [Click here to see the details.]( -- A Mining Megadeal in the Making At this stage of the cycle, one record leads to another. Commodities have been rallying for months at this point. Gold, in particular, has staged a massive bull run. Earlier in April, it crossed $2,400 per ounce. A nominal record… And now we’re seeing record-level activity in the commodity-related stocks. BHP, the largest mining company in the world, is in talks to buy Anglo American, one of the world’s largest gold and copper producers. If it is completed, it will be one of the largest mergers and acquisitions (M&A) deals in recent years. It would be the largest one this year. More “Biggest, Tallest, Highest” to Come This deal is part of what I call the “Eleventh Hour” stage of the 18.6-year real estate cycle. At this stage, rallies, bull markets, and growth in general come in waves. One rally builds on top of another. Surging commodity prices lead to mergers and acquisitions… And companies involved in those deals hope that the underlying assets will grow because of other megatrends taking place. BHP, for example, wants to acquire Anglo’s copper assets in particular to add them to its portfolio and benefit from the electrification and clean energy megatrends. One trend leads to another; rallies lead to rallies… We will see more of this if my analysis of the 18.6-year real estate cycle is correct. And so far, it has been. Next, you’ll hear about deals in other commodity sectors… in technology… in AI, defense, and financial services. It doesn’t stop at this stage of the cycle. On the contrary, this tendency for “biggest, tallest, highest” tends to accelerate as the 18.6-year real estate cycle continues. I don’t know who is going to announce the next megadeal. But I am certain that we will continue hearing about them in the months to come. This is the time when they happen, you can’t stop it. And when the Federal Reserve and other central banks eventually start cutting interest rates, this deal frenzy will only accelerate. At that point, the cycle will enter its final stage. It could last for months or even years, but only the 18.6-year cycle will tell me and my readers when it’s time to take the profits or liquidate our positions. For now, the party goes on. We have just received another reminder of where we are and where we’re headed next. Regards, [signature] Phil Anderson Contributing Editor, Inside Wall Street with Nomi Prins --------------------------------------------------------------- Like what you’re reading? Send your thoughts to [feedback@rogueeconomics.com](mailto:feedback@rogueeconomics.com?subject=RE: Inside Wall Street Feedback). MAILBAG Recently, Nomi explained some of the controversy surrounding the Federal Reserve. Catch up [here]( if you missed it. 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