From the Desk of Don Yocham:
You can't print prosperity, but that simple truth will never stop a meddling politician from trying.
And now that trillion-dollar-plus stimulus packages have morphed from rare to routine, it's critical that every investor align themselves with the inevitable consequences of the meddlers unceasing efforts. The biggest of which leads to an unconstrained expansion of the money supply.
You shouldn't fear the inevitable, however. Especially when you know how to respond.
Free money eventually becomes fake. But you can profit from that inevitability by owning something Real.
And one Real Asset play that every investor should own is the SPDR SSGA Multi-Asset Real Return ETF (NYSE: RLY)
Through this one ETF, you get exposure to a broad basket of commodities, infrastructure assets, commercial real estate, and agribusiness.
The supply of assets like these are naturally constrained. They are fundamental to all economic activity. And as more money chases fewer goods, that money will ultimately chase the price of real assets several times higher over the coming years.
Now, this is just one way to play the rising threat of inflationary fiscal and monetary policies. It's a long-term play that you should look to add to over time. But owning RLY today lays a foundation that provides durable protection to a fragile, inflationary dynamic.
Think of RLY as a first step. It's an important step. One that most people overlook.
And balancing long-term positions like RLY with explosive short-term opportunities is the best way to build wealth as we speed through the Age of Disruption.
That's ultimately my goal here.
To provide you with a comprehensive solution to both exponential technological progress and the consequences of an outdated political power structure that got way over its skis.
Combined, my recommendations simultaneously acknowledge the macro-economic implications of top-down policies while also seizing the phenomenal opportunities to profit from the bottom-up efforts of innovators and entrepreneurs driving innovation forward.
To your success, |
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