The market is a sea of uncertainty at the moment.
Some of the key issues that are currently unknown:
- Has the Mag-7/ Big Tech capex binge finally reached the point at which potential benefits (AI leadership) no longer outweigh the spend ($400+ billion per year)?
- Are the newest AI models (Anthropic’s Claud, ChatGPT’s coding assistant, Manus) which are capable to writing code going to render Software as a Service (Saas) companies obsolete?
- Will the Supreme court strike down the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA) to impose sweeping tariffs on imports, thereby creating another round of market volatility?
Any of these have the potential to unleash another market roller coaster. However, one thing is clear.
The world is spiraling into another round of inflation.
The U.S. is so reviled in the media that people often forget how significant the U.S. economy is. The U.S. is the largest economy in the world. Its GDP is larger than that of the 2nd, 3rd, and 4th largest economies (China, Germany, Japan) combined.
And the U.S. is engaged in an aggressive “run it hot” economic agenda… running recession-sized fiscal deficits at a time the economy is growing at an annualized rate of ~4%… while simultaneously pushing for the Fed, which is already cutting rates and running an open-ended $40 billion per month QE program, to ease even more aggressively.
On top of this, the Trump administration is going “all in” on the AI-arms race, designating over 60 minerals as “critical” to matters of national security, slashing regulations to accelerate domestic production, and even investing directly in public and privately-held enterprises.
How this plays out remains to be seen, but you don’t need to be a genius to see that ALL of this is highly inflationary. Yes, the official inflation measures (the Consumer Price Index and Personal Consumption Expenditures) are trending down… but people forget that the entire reason those metrics exist is to under-report the true state of inflation, thereby overstating growth and “papering over” the decline in real living standards in the U.S.
If you don’t believe me… consider that central banks are now buying over 1,000 tonnes of gold per year.
Consider that hard assets such as copper, lithium, zinc and others are all at multi-year if not AL-TIME highs.
Consider that industry insiders such as Robert Friedland are warning about supply shortages in economically critical resources.
Consider that the $USD has just taken out a 15-year bull market trendline.
The signs are ALL there… inflation is on the rise again. And investors have a small window of time to allocate capital to profit from this.
On that note, our Special Investment Report titled Survive the Inflationary Storm details FIVE secret investments you can use to potentially make extraordinary gains. These are HIGH OCTANE positions that rose 75%, 140%, 150%, 180%, 280% and an incredible 574% in 2025! And I wouldn’t be surprised to see them repeat this performance in 2026.
Normally I’d charge $499 for this report as a standalone item, but we in light of what is unfolding today, we making just 100 copies available to the public.
To grab one of the last remaining copies…
Best Regards,
Graham Summers
Chief Market Strategist
Phoenix Capital Research
