Tuesday, February 22, 2022

The "New Oil"

Shield

AN OXFORD CLUB PUBLICATION

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$10 Stock Breaks Into Samsung and Tesla Supply Chains!

New Display Tech
 

A virtually unknown stock is set to make major headlines. Its breakthrough new display tech just got it into the supply chains of Samsung and Tesla.

And now reports say the company is also collaborating with Apple on a $330 million facility to get this tech into iPhones and iPads.

Getting into supply chains can be massive for small stocks. When Cirrus Logic got its audio chips into the iPhone 3G in 2009, it sparked a huge run from $4.50 to around $80 today.

See here why the company breaking into Big Tech's supply chains is the "Ultimate Growth Stock" under $10.

A Major Commodities Bull Market Has Been Unleashed

Jody Chudley, Contributing Analyst, The Oxford Club

Jody Chudley

A year ago, in February 2021, I wrote about how commodities were poised to outperform.

My opinion at the time was shared with and, to some degree, borrowed from a duo of superior commodity investors.

The first, Stanley Druckenmiller, had just gone long commodities.

Over a 30-year period, Druckenmiller's hedge fund generated an annualized rate of return of 30%.

And get this... Over that entire 30-year stretch of managing money, he avoided a single down year!

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Garbage Stocks
 

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The second investor who shared my opinion in early 2021, commodities guru Jeff Currie of Goldman Sachs, asserted that the world had just entered a long-term bull market for commodities.

Currie pointed to the fact that producers of virtually every commodity had massively underinvested in new supply since the last commodities boom ended with the Great Recession in 2008.

He also accurately predicted that widespread easy money policy by governments, as well as huge spending required for the transition to renewable energy, would stimulate commodity demand.

He concluded that a major commodities bull market had been unleashed thanks to crimped supply and strong demand.

One year later, it appears Currie and Druckenmiller were correct...

Click to Read More...

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