The Case For
Real Asset Investing In 2024 And Beyond…

As an investor, it is easy to get caught up in the details when you are investing in the markets. And the details absolutely matter.

However, there are times when everything is subservient to the bigger macro picture. And we are living through one of those times right now.

As Simon has frequently argued, inflation is here to stay. These higher rates also reflect the atrocious balance sheets of most western governments – led by the US.

In the past, investors were happy to lend to Uncle Sam at 0%, especially when inflation was so low.

But now that the US national debt exceeds $33 trillion and the government posts $2+ trillion annual deficits, investors are starting to expect a higher return for taking the risk of loaning to such an insolvent institution.

The obvious conclusion?

“High’ interest rates will bankrupt western governments. And since none of these governments can afford to pay 5%, central banks will need to resort to some form of money printing in order to bail out their governments.

Hence, we are in an extremely dangerous period for markets with heightened volatility.

At times like these, the markets often shoot first and ask questions later.

And it is precisely why, in The 4th Pillar, we focus on well-capitalized, low-cost producers of vital commodities that generate significant Free Cash Flow.

Will those characteristics make a stock immune from broad market selloffs?

No. But they will help to make the underlying businesses immune from them…

Which is to say, for us, all roads lead to real assets.

And below, you can find out how to combat inflation and safeguard your buying power against government incompetence…