Your Investment Portfolio Must Be Supercharged by March�mine
is.
This has been the most important week of 2017.
The trends that are now in motion will set the tone for the entire year,
and there are critical statistics to align with.
Back in 2012, when Obama was in office, inflation rates were at 2.5%,
precious metals stocks were extremely overvalued, gold was priced at $1,800
per ounce, and Europe and China were slowing down.
Today, after a five-year downtrend, gold has begun moving higher since
2016.
Four consecutive down years in a sector has only occurred 1% of the time
since the 1920s, and five down years has almost never occurred.
Uranium and coal are also up substantially after five and
six years of downtrends.
Going back to the 1920s, here's the data Wealth
Research Group found on fortunes earned for investors on down year
trends:
Today presents a rare opportunity in commodities.
What is truly a fundamentally essential key to understand is that today's
investing environment is unique. On one end, inflation is rising in the U.S.
while interest rates are rising, which means that lending is going to pick up
steam. This is all while the new president, who is pro-business, is creating
uncertainty in foreign relations.
This is a genuinely useful chart, as it points out loud and clear all the
fundamental reasons for which gold and silver prices will continue higher.
Uncertainty, coupled with the rising inflation that keeps real rates
negative, is the ultimate environment for gold�Fed tightening periods have
been wealth-generating moments in the past and are going to be
so once more.
This week, Germany has finished repatriation of 300 tons of gold bars from
the United States.
Germany's central bank has established the return of its gold reserves to
domestic vaults by the end of 2017, three years ahead of schedule.
Not only Germany (the only European superpower) left, taking drastic
political measures with its reserves, but China, the new global force, is
also dumping treasuries at an alarming speed.
No financial analysts from global hedge funds to private equity are
noticing an unprecedented phenomenon�Wealth Research Group is the only
financial newsletter pointing out this divergence. Governments are now
exhibiting high uncertainty, while the business sector is astonishingly
optimistic.
There's a record-breaking amount of cash waiting to be invested today, and
the biggest buyers with the deepest pockets are large financial institutions
and big pharma.
The majority of my contacts in the pharmaceutical industry have told me
that managements now have an "open checkbook" and should be looking
at two types of companies:
1. Patent-Based Disruptive Technologies: A company that displaces
an established technology and shakes up the industry or a groundbreaking
product that creates a completely new industry.
2. Personalized Medicine: Tailoring of medical treatment to the
individual characteristics of each patient. The approach relies on scientific
breakthroughs in the understanding of how a person's unique molecular and
genetic profile makes them susceptible to certain diseases.
This same research is increasing our ability to predict which medical
treatments will be safe and effective for each patient and which ones will
not be.
The baby boomers are indeed approaching their 60s, but they are spending a
fortune on making sure they stay young and vital physically.
Personalized medicine small-cap companies are exactly what cash-rich big
pharma wants because these are high-margin businesses with patented
intellectual property, which gives them a competitive advantage.
2017 is a unique year to invest. Commodities have turned higher for the
first time in five years, and cutting-edge
technologies are hunted for by mega-wealthy multinational corporations.
Trump's administration is going to continue to make it easier for deals to
materialize.
Investing in the future by positioning now is the formula for investing in
disruptive technologies in the medical arena, and companies that sincerely
strive to improve lives will flourish.
Disclosures:
1) Statements and opinions expressed are the opinions of Lior Gantz and not
of Streetwise Reports or its officers. Lior Gantz is wholly responsible for
the validity of the statements. Streetwise Reports was not involved in the
content preparation. Lior Gantz was not paid by Streetwise Reports LLC for
this article. Streetwise Reports was not paid by the author to publish or
syndicate this article.
2) This article does not constitute investment advice. Each reader is
encouraged to consult with his or her individual financial professional and
any action a reader takes as a result of information presented here is his or
her own responsibility. By opening this page, each reader accepts and agrees
to Streetwise Reports' terms of use and full legal disclaimer.
This article is not a solicitation for investment. Streetwise Reports does
not render general or specific investment advice and the information on
Streetwise Reports should not be considered a recommendation to buy or sell
any security. Streetwise Reports does not endorse or recommend the business,
products, services or securities of any company mentioned on Streetwise
Reports.
3) From time to time, Streetwise Reports LLC and its directors, officers,
employees or members of their families, as well as persons interviewed for
articles and interviews on the site, may have a long or short position in
securities mentioned. Directors, officers, employees or members of their
families are prohibited from making purchases and/or sales of those
securities in the open market or otherwise during the up-to-four-week
interval from the time of the interview or article until after it publishes.
Charts provided by Wealth Research Group
