Welcome back to the ROI club, a private club dedicated to sophisticated investors.
If you’ve been a member for any length of time you’ll know my only real concern in life right now is the threat of inflation and all the destructive things it brings.
I first saw the threat emerge in 2020 via a collection of governmental responses to the pandemic in terms of policies which all would clearly lead to higher inflation than most were used to.
Some of these policies include:
Supply chain disruptions, leading to supply-constrained inflation via cost-push
Steep disruption of CAPEX for leading input costs such as energy sources
Monetary debasement
A trend towards de-globalisation away from cheaper labour sources,
As such I began to store more of my fiat currency in precious metals mainly as a hedge. Today Don takes us through the case for what he views as the opportunity of a lifetime to actually make some serious ROI by participating in a precious metals bull-run.
To learn the exact positions I’m personally taking to achieve this become a premium member today.
All the best,
Benjamin.
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