By Tom Dyson, editor, Postcards From the Fringe As you may know, Kate and I put all of our savings and retirement accounts into physical gold, silver, and mining stocks. We’re waiting for the Dow-to-Gold ratio to hit 5. Then we’ll start transitioning into stocks that pay rising dividends, which we’ll use for long-term compounding. I call these stocks “corporate aristocrats.” They’re companies with entrenched market positions, strong brand recognition, no big expansion plans, and they raise dividends relentlessly year after year. There’s simply no better way to generate high rates of return over long periods… especially if you can buy them when they’re cheap… We’ll stay there, most likely, for the rest of my life. In the meantime, there’s nothing left to do but wait… Except there is one trade outside of gold that’s got my attention right now (more below). | Recommended Link | | "I Almost Took My Own Life" In 2017, Tom had a nervous breakdown. His longtime marriage had just ended. He couldn't sleep. He couldn't work. He couldn't even watch TV. He sold his ownership of the seven-figure business that he'd co-founded. And for a while, he thought about taking his own life. But… eventually… he did something radical. He got rid of all his possessions and took a 29-month trip around the world... Along the way, he uncovered a startling realization about global finance. It was so unsettling, he made a dramatic move with his personal net worth. He went "all in" on a single investment. Today, he's $200,000 richer, and expects to make millions of dollars more. And on May 20th, for the first time ever, he'll reveal the full details on camera. | | | -- | Florida Wetlands Greetings from our latest campground… We’re on a road trip from Florida to Alaska… Our little pop-up tent was cozy and comfortable. The weather is perfect (a nice breeze keeps us cool night and day), and we’re in a beautiful spot. We were just in Port St. Lucie, Florida, camping right next to the wetlands. This was my office…  Our spot next to the wetlands
A seven-foot alligator named Stinky Pete lives in the water behind our tent. He watched us all day. Some neighbors came over to warn us when they saw we had children. They said we shouldn’t let the children get too close to the water… | Recommended Link | Biggest money-making idea in 20 years On Wednesday, May 20th, a huge new trading recommendation will be released. Two partners at Legacy Research have already invested more than $130,000 apiece. And a senior analyst has put $1 MILLION into it. But don’t worry: You still have massive upside potential if you get the full details on how to invest by May 20th at 8 p.m. ET. Normally, it costs up to $1,550 to access this kind of detail. But because of the huge potential of this opportunity, we’re waiving any registration fee to hear the details. Instead… | | | -- | The Most Contrarian Idea in the Markets Back to the trade I mentioned… What it comes down to is something I’ve been warning about for months: inflation. The inflation trade is the most contrarian, most unexpected, most dismissed trading idea in the markets right now. Bloomberg Businessweek published this magazine cover in April 2019: 
The Economist published this one in October 2019: 
Magazine covers show what ideas are winning in popular investing culture. Right now, deflation owns the narrative war, and it may still have legs. But eventually, the tide will turn. When it does, trillions of dollars will come charging out of the bond markets, where they’ve fled to for safety over the past two months. Relative to other asset classes, industrial commodities are the cheapest they’ve been in 100 years. My hypothesis is that, of the capital that comes out of the bond markets, much of it will go into commodities markets. As I said, it may take a while for the deflation narrative to die… But uh oh… What’s this? The prices U.S. consumers paid for groceries jumped 2.6% in April, the highest monthly jump in food prices since February 1974. Could the tide be starting to turn? | Recommended Link | Tom's $1 Million Trade Urgent announcement from Tom Dyson, the man who bought Bitcoin under $10, before it rose 302,000%… …bought gold before it rose nearly 500%… …and warned of the 2020 Crash months in advance. On May 20th, for the first time ever, Tom will reveal why he's going ALL IN on a brand-new trade right now… It's not regular stocks… crypto… cannabis… IPOs… or anything you've likely ever heard of before. But he predicts it could hand you financial security for life, if you get in with a big enough position, immediately. | | | -- | My Favorite Way to Play It My favorite industrial commodity play right now is shipping. The shipping industry is cyclical. It responds to supply and demand. Currently, there are pockets of the shipping industry where you can buy ships at an 80% discount to their market values. You can buy modern ships trading near their scrap values. It’s the most hated, ignored, depressed industry in the stock market. There are three main categories of shippers: energy, containers, and dry bulk. I’ve written about the energy segment before – namely, oil tankers. The dry bulk segment, on the other hand, is mainly concerned with hauling iron ore from Brazil to China. It’s getting absolutely hammered… From the FreightWaves magazine: After plunging 21% [last] Monday to $3,842/day, which was awful enough, Capesize drybulk shipping rates crashed down another 25% [the next day], to $2,893/day. Can you imagine being able to hire a giant bulker for $3,000 a day? Kate and I should rent one for a day, get married on it, and then throw a big party on board… If inflation returns, ships will do extremely well. But with how hated and depressed the industry is, you have to be very brave to invest in it now… Regards, 
Tom Dyson
Editor, Postcards From the Fringe P.S. Going back to our gold strategy… As you know, I’m “all in.” In fact, I’ve invested nearly $1 million of my own money into this idea. I’ve written before about the benefits of buying bullion. But there’s much more to our strategy than that. On Wednesday, May 20, I’m sharing the details in an urgent briefing. Save your spot right here.
Like what you’re reading? Send us your thoughts by clicking here.
Get Instant Access Click to read these free reports and automatically sign up for daily research. | 
No comments:
Post a Comment