Dig This Inflation-Busting Sector

Supply and prices are down, but demand is up... [Wealthy Retirement]( SPONSORED [The "Secret Tech Companies" Delivering Big Profits]( [Cirrus Logic]( Cirrus Logic... Q Technology... Micron Technology... these are all little-known tech stocks that saw 10-bagger gains after getting into the Big Tech supply chains. It took as little as 18 months or as long as 12 years. And now, another $10 stock could join them. It just broke into the Tesla and Samsung supply chains. And Apple reportedly is collaborating with the company on a $330 million facility to add the company's tech to the iPad and iPhone. What is this special tech that the $10 stock developed? [See it in action right here.]( Editor's Note: If you've gone to the grocery store and noticed the 11% increase in prices for meat, poultry and eggs over the past year, you aren't alone. The Fed recently raised its forecast for rising inflation to an excess of 4% in 2021. Can your wages and retirement accounts keep pace? If you're worried, don't miss the FREE [Inflation Emergency Broadcast]( hosted by Larry Kudlow, a former economic advisor in both the Reagan and Trump administrations. Kudlow interviews Chief Income Strategist Marc Lichtenfeld, who argues that his "Forever Dividends" strategy is the single best path to an income stream that can outpace inflation. [Click here to make time work in your favor...]( - Kyle Wehrle, Assistant Managing Editor [MARKET TRENDS]( Commodities Offer Inflation Protection... and They're Cheap Jody Chudley, Contributing Analyst, The Oxford Club [Jody Chudley] With a 5.4% year-over-year increase in the consumer price index in September, we have real-time evidence of [inflation]( smack-dab in front of us. Inflation in the United States is now running at its hottest pace in 30 years. [This Isn't the Rate of Inflation We're Used To!]( Even Federal Reserve Chairman Jerome Powell is finally admitting that he finds current inflation pressures "frustrating." Powell now believes that these pressures will continue into 2022. That's quite a reversal from Powell. His go-to talking point for months had been that the inflation uptick was "transitory" and nothing to worry about. It is starting to look like he was wrong. I'm here to tell you that inflation is something to worry about. There's a very good chance that we are now embarking on a sustained run of inflation that we haven't had in decades. As Warren Buffett explained in his famous 1977 Fortune magazine article, inflation really does "swindle" the equity investor. Therefore, as investors, we can't just stick our heads in the sand and pray that inflation is not going to become a problem. I say rather than suffer from inflation, let's exploit it! SPONSORED [He's got an 83% win rate...]( [Watch This]( And he's guaranteeing he beats it over the next year! [You won't believe it until you see how it works so well.]( These Stocks Shouldn't Be This Cheap It is such a strange time in the financial markets. We have had an incredibly long stretch of [historically low interest rates]( and central banks have flooded the market with liquidity. There is no question that we've found the perfect recipe for massive inflation. And as we have seen, [inflation is already running hot](. In theory, stocks that offer protection against inflation should not be trading at attractive valuations today. But that isn't the case... Shares of commodity producers of all kinds are trading at attractive valuations. In many cases, the free cash flow yields on these stocks are in the teens - sometimes even higher. Cenovus Energy (NYSE: CVE), which I recently [wrote]( about, offers investors an eye-popping 27% free cash flow yield. The chart below shows that the price-to-earnings ratio that global metals and mining stocks are trading at is the biggest discount to the rest of the market in recent memory. [Metal and Mining Companies Are on Sale]( The raw data shows that these stocks are cheap at current commodity prices. But if we go into a period of sustained inflation, commodity prices will go higher and so will the cash flows and earnings of these producers. If commodity prices go higher, that means these stocks will be even cheaper than they appear. Plus, there is more than just monetary policy that makes me think commodity prices are heading higher. Back in February, I [noted]( how both commodity guru Jeff Currie of Goldman Sachs and hedge fund legend Stan Druckenmiller were bullish on commodities. Currie believes we are headed for a long-lasting bull market for commodities. He believes that, in addition to central bank policy, the drivers of the market will be... - A decade of massive underinvestment in new supply across virtually every commodity - Hundreds of billions of dollars of upcoming government spending on commodity-intensive infrastructure needed to build out the global economy. Put all of these factors together, and the bullish case for commodity producers is strong today. These stocks should not be so cheap given the inflation protection that they offer. But they are - so let's take advantage of it! I'll be back with more ways to do so in the near future. Good investing, Jody [Leave a Comment]( MORE FROM WEALTHY RETIREMENT [The Secret to Successful Investing in Biotech]( [For Biotech Profits, Look Beyond COVID-19]( [Emotions Wreak Havoc on Healthcare Investments]( [Facebook]( [Facebook]( [Twitter]( [Twitter]( [Email Share](mailto:?subject=A%20great%20piece%20from%20Wealthy%20Retirement...&body=From%20Wealthy%20Retirement:%0D%0A%0D%0ASupply%20and%20prices%20are%20down,%20but%20demand%20is%20up...%0D%0A%0D [Email Share](mailto:?subject=A%20great%20piece%20from%20Wealthy%20Retirement...&body=From%20Wealthy%20Retirement:%0D%0A%0D%0ASupply%20and%20prices%20are%20down,%20but%20demand%20is%20up...%0D%0A%0D [Email Share]( [Push Alert]( SPONSORED [These Baby Boomers Have a Shameful Secret...]( [Attractive middle aged woman relaxing at home]( They don't want to admit it, but everything they worked for is in jeopardy. [This video]( reveals the BIG problem... but an even more important BIG solution! And it could have a dramatic effect on your retirement. You may want to make sure no one's around, and then... [Click here to watch.]( [The Oxford Club]( You are receiving this email because you subscribed to Wealthy Retirement. Wealthy Retirement is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. [Privacy Policy]( | [Whitelist Wealthy Retirement]( | [Unsubscribe]( © 2021 The Oxford Club, LLC All Rights Reserved The Oxford Club | [105 West Monument Street](#) | [Baltimore, MD 21201](#) North America: [877.808.9795](#) | International: [443.353.4621](#) [Oxfordclub.com]( The Oxford Club is a financial publisher that does not offer any personal financial advice or advocate the purchase or sale of any security or investment for any specific individual. Members should be aware that although our track record is highly rated by an independent analysis and has been legally reviewed, investment markets have inherent risks and there can be no guarantee of future profits. The stated returns may also include option trades. We expressly forbid our writers from having a financial interest in their own securities recommendations to readers. All of our employees and agents must wait 24 hours after online publication or 72 hours after the mailing of printed-only publications prior to following an initial recommendation. Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, 105 W. Monument Street, Baltimore MD 21201.