Here's what Marc said about 10-year Treasury yields as a leading indicator of inflation... If the bond market senses that inflation is coming, longer-term interest rates will rise. And that's exactly what is happening now. Longer-term rates rise if there is concern over inflation because the market is working to offset the expected loss in purchasing power that inflation will inflict. If you lend the U.S. government $1,000 for 10 years and serious inflation kicks in, the purchasing power of that $1,000 will be greatly diminished by the time you are repaid. For example, if the rate of inflation is 3% per year for the 10-year term of your loan, the $1,000 you receive back at maturity would be worth only $744. So if you hadn't received more than 3% in annual interest from that 10-year Treasury, your investment would not have generated any profit for you.
That's why if there's any indication that inflation is coming, the market will demand a higher interest rate. With the yields of the 10-year up 88% year over year and rising, it's clear the bond market anticipates that inflation is coming - and fast. But all is not lost. Rising inflation could be a threat to your portfolio, sure, but it could also be an opportunity - if you prepare your portfolio properly. For retailers, oil and gas producers, real estate, and miners, rising prices will drive revenue and profits higher. Rising rates should also boost earnings for financials. Marc talked about four such companies in his presentation at the Club's Private Wealth Seminar. All of the companies he recommended saw gains in the week following the seminar. One of the opportunities Marc discussed for conference attendees and livestream viewers shot up a staggering 82%! But according to Marc, the biggest opportunities don't lie in specific sectors but in a specific type of investment. Companies that have a long track record of increasing their dividends year after year - Perpetual Dividend Raisers, as Marc calls them - will increase your buying power and outpace inflation. Recently, Marc met with former director of the National Economic Council and past advisor of Presidents Donald Trump and Ronald Reagan, Larry Kudlow. In their special broadcast, Marc and Larry analyze some of the biggest threats to your wealth, including inflation. The objective? To help Americans brace their portfolios for the coming storm. Marc even reveals the ONE key metric to look for in the next stock you buy. You won't want to miss it. Click here to watch Marc and Larry's Inflation Emergency Broadcast. Good investing, Rachel | 
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